Going Live with FieldPro
Glossary of Terms
Getting Started with FieldPro
What You Need to Get Started
Deployment Phases Explained
Option 1: Template Environment
Option 2: Custom Environment
What Data Can Be Imported?
What Happens After Go Live?
Deployment - The process of setting up your FieldPro environment.
Environment - Your company’s dedicated workspace within FieldPro, including users, workflows, dashboards, and data.
Deployment Guide
This guide walks you through the steps required to deploy our solution, FieldPro for your company, making the process simple and clear.
Appoint Contact Persons
Choose 2 or 3 contact persons from your team to manage the deployment process and receive training.
These people should have a mix of sales and IT knowledge to help in the set up your environment effectively.
Complete the Administrative Steps
Deployment starts once:
The deployment fee invoice is paid.
SaaS contract signed ad subscription activated.
Deployment article
We strongly recommend using our Template Environment for a quick and efficient deployment.
This option provides a pre-configured setup tailored to specific use cases, saving time while offering ready-to-use reports.
Our template environments are designed to meet the needs of different industries and operations, such as:
Sales Operations: Includes reports for tracking sales performance, customer interactions, and visit coverage.
Agrisourcing: Features tools and reports for managing farmer networks, tracking sourcing activities, and monitoring field data.
Agent Networks: Comes with pre-built reports for managing agent activities, performance tracking, and operational insights.
Week 1:
Submit Input Data
Provide basic details like:
Information about mobile and web users.
List of customers (optional).
List of products.
Any additional custom lists.
Environment Setup
We deploy a template environment for you to test and train your team.
Training
Your team receives basic training and documentation to get familiar with the environment and the functionality.
Week 2:
Go Live
Once the setup is validated, your environment goes live. Adjustments outside the standard scope will be billed separately.
If your company has unique operational needs that cannot be met by our template environments, we offer a Custom Environment option.
This tailored solution is built specifically to match your requirements, ensuring your workflows, data structures, and reporting align perfectly with your business processes.
Week 1:
Handover to Customer Success Officer (CSO)
A dedicated Customer Success Officer will take over from the salesperson to manage your deployment and provide ongoing support.
Define Scope & Provide Input Data
You’ll complete and submit a file with details about users, products, customers, and processes.
Once reviewed and signed, the setup begins.
Weeks 2–3:
Environment Configuration & Testing
The CSO sets up your environment based on your input.
Validation tests are conducted to ensure everything works as planned.
Define Key Performance Indicators (KPIs)
A document listing the KPIs for your dashboard is shared.
Once approved and signed, development of the dashboards begins.
Weeks 3–4:
Training
Your team will participate in tailored training sessions based on the selected Implementation Pack. These sessions are designed to help them understand how to use and manage the FieldPro environment effectively.
The appointed contact personnel plays a crucial role in this phase.
They are trained in-depth to:
Gain a comprehensive understanding of the solution.
Provide first-line support to the team, addressing basic queries and challenges.
Act as a liaison, escalating complex issues to the support team when necessary.
Review & Final Adjustments
The CSO reviews the setup with you during training sessions.
Any final adjustments are made before Going Live.
Optional Pilot Phase (Weeks 5–8):
For complex setups, you can opt for a pilot phase to test the system before full rollout to production.
Minor tweaks can be made during this phase.
Week 4 or Week 8:
Go Live
After final approval, the environment goes live.
Adjustments beyond the agreed scope will be billed separately.
Note: If there are delays, a Steering Committee may be scheduled to review the project’s scope and next steps.
You can upload the following historical data into FieldPro using our template:
Customer lists.
Product lists.
Custom lists.
Environment Cleanup: Any test or pilot data is erased, leaving a clean live environment.
Billing:
Your subscription billing begins, and the first invoice is due within 30 days.
If payment isn’t made, your account may be suspended.
Support Requests:
Submit any requests through our support channels for quicker assistance.
Changes to Workflows or Dashboards:
Major changes are treated as new features and incur additional costs.
Ongoing Reviews:
Your CSO will schedule regular check-ins to review your team’s usage, discuss updates, and suggest improvements based on your commercial plan.
Getting Started with FieldPro
What You Need to Get Started
Deployment Phases Explained
Option 1: Template Environment
Option 2: Custom Environment
What Data Can Be Imported?
What Happens After Go Live?
Glossary of Terms
Deployment - The process of setting up your FieldPro environment.
Environment - Your company’s dedicated workspace within FieldPro, including users, workflows, dashboards, and data.
Getting Started with FieldPro
Deployment Guide
This guide walks you through the steps required to deploy our solution, FieldPro for your company, making the process simple and clear.
What You Need to Get Started
Appoint Contact Persons
Choose 2 or 3 contact persons from your team to manage the deployment process and receive training.
These people should have a mix of sales and IT knowledge to help in the set up your environment effectively.
Complete the Administrative Steps
Deployment starts once:
The deployment fee invoice is paid.
SaaS contract signed ad subscription activated.
Deployment Phases Explained
Deployment article
Option 1: Template Environment
We strongly recommend using our Template Environment for a quick and efficient deployment.
This option provides a pre-configured setup tailored to specific use cases, saving time while offering ready-to-use reports.
Our template environments are designed to meet the needs of different industries and operations, such as:
Sales Operations: Includes reports for tracking sales performance, customer interactions, and visit coverage.
Agrisourcing: Features tools and reports for managing farmer networks, tracking sourcing activities, and monitoring field data.
Agent Networks: Comes with pre-built reports for managing agent activities, performance tracking, and operational insights.
Week 1:
Submit Input Data
Provide basic details like:
Information about mobile and web users.
List of customers (optional).
List of products.
Any additional custom lists.
Environment Setup
We deploy a template environment for you to test and train your team.
Training
Your team receives basic training and documentation to get familiar with the environment and the functionality.
Week 2:
Go Live
Once the setup is validated, your environment goes live. Adjustments outside the standard scope will be billed separately.
Option 2: Custom Environment
If your company has unique operational needs that cannot be met by our template environments, we offer a Custom Environment option.
This tailored solution is built specifically to match your requirements, ensuring your workflows, data structures, and reporting align perfectly with your business processes.
Week 1:
Handover to Customer Success Officer (CSO)
A dedicated Customer Success Officer will take over from the salesperson to manage your deployment and provide ongoing support.
Define Scope & Provide Input Data
You’ll complete and submit a file with details about users, products, customers, and processes.
Once reviewed and signed, the setup begins.
Weeks 2–3:
Environment Configuration & Testing
The CSO sets up your environment based on your input.
Validation tests are conducted to ensure everything works as planned.
Define Key Performance Indicators (KPIs)
A document listing the KPIs for your dashboard is shared.
Once approved and signed, development of the dashboards begins.
Weeks 3–4:
Training
Your team will participate in tailored training sessions based on the selected Implementation Pack. These sessions are designed to help them understand how to use and manage the FieldPro environment effectively.
The appointed contact personnel plays a crucial role in this phase.
They are trained in-depth to:
Gain a comprehensive understanding of the solution.
Provide first-line support to the team, addressing basic queries and challenges.
Act as a liaison, escalating complex issues to the support team when necessary.
Review & Final Adjustments
The CSO reviews the setup with you during training sessions.
Any final adjustments are made before Going Live.
Optional Pilot Phase (Weeks 5–8):
For complex setups, you can opt for a pilot phase to test the system before full rollout to production.
Minor tweaks can be made during this phase.
Week 4 or Week 8:
Go Live
After final approval, the environment goes live.
Adjustments beyond the agreed scope will be billed separately.
Note: If there are delays, a Steering Committee may be scheduled to review the project’s scope and next steps.
What Data Can Be Imported?
You can upload the following historical data into FieldPro using our template:
Customer lists.
Product lists.
Custom lists.
What Happens After Go Live?
Environment Cleanup: Any test or pilot data is erased, leaving a clean live environment.
Billing:
Your subscription billing begins, and the first invoice is due within 30 days.
If payment isn’t made, your account may be suspended.
Support Requests:
Submit any requests through our support channels for quicker assistance.
Changes to Workflows or Dashboards:
Major changes are treated as new features and incur additional costs.
Ongoing Reviews:
Your CSO will schedule regular check-ins to review your team’s usage, discuss updates, and suggest improvements based on your commercial plan.
Updated on: 22/11/2024
Thank you!