Synthis Maps - Customer Installation Process

Synthis Maps

Customer Installation Process

	Customer Installation Process

Customer Installation Process

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Process Overview

Process Narrative

This high-level process flow describes the customer implementation cycle for a dealership, including the transition to customer support after the dealership goes live with the docuPAD system and a description of how ongoing software updates and upgrades are performed.

Linked Resources

Name Description Type

COIN Acceptance Testing Checklist [hyperlink] Spreadsheet

Docupad Deployer Checklist [hyperlink] Document

Information Gathering Checklist [hyperlink] Document

Sample Customer Install Plan [hyperlink] Spreadsheet

Information Gathering

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Process Overview

Process Narrative

The first step in installing a new dealership is the Information Gathering process. A detailed checklist guides the collection of key information needed for a successful deployment including, but not limited to:

- Sample deal data (loan, cash, and lease deals)
- Copies of all dealer forms and sales materials
- Menuing requirements
- Custom hardware requirements
- DMS interface information
- Any other special or non-standard requirements

Linked Resources

Name Description Type

Information Gathering Checklist [hyperlink] Document

Pre-Install Process

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Process Overview

Process Narrative

Prior to configuring and installing the system, all hardware and software requirements are reviewed by the implementation team to ensure that the system can be successfully implemented in the agreed upon timeframe.

Linked Resources

Name Description Type

Sample Customer Install Plan [hyperlink] Spreadsheet

System Configuration

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Process Overview

Process Narrative

Once the Installation Plan has been reviewd and approved by the Installation Coordinator, system configuration begins. During the System Configuration process, all of the required hardward is scheduled for delivery to the dealership. Concurrently, all of the docuPAD software, including all dealer-specific forms and sales tools, are loaded into the Support Repository prior to deployment. After all of the software has been successfully deployed to each docuPAD system, the systems are packed and shipped to the dealership for on-site installation.

Linked Resources

Name Description Type

Docupad Deployer Checklist [hyperlink] Document

Installation and Training

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Process Overview

Process Narrative

After the docuPAD systems are delivered to the dealership, all of the hardware is setup and the software is tested. An 'Acceptance Testing Checklist' is used to ensure that the system has been correctly configured prior to end user training and system "go-live". Once all of the systems have been successfully tested, the dealership employees are trained on the use of the system and any non-critical open issues are documented and communicated to the customer support team prior to 'go-live'.

Linked Resources

Name Description Type

COIN Acceptance Testing Checklist [hyperlink] Spreadsheet

Deploy New Code and/or Forms

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	Process Overview	Process Narrative
	This process flow describes how software updates and upgrades are tested and deployed to live docuPAD systems.