These are the project steps we’ll take to get your Qudini project live:
Steps to go live
Item | Required timeframe | Goals | Who might need to be involved |
SaaS contract & PO | Client and Qudini dependent timescales. Finalising a contract can take 2-4 weeks. | Once a commercial proposal has been agreed, we will send across our standard SaaS agreement for discussion. An agreement is important because it confirms:
You will also need to raise a PO for the agreed commercials. | Legal team Key stakeholders/budget holders |
Kick off workshop | 1.5 - 2 hours | We’ll host a kick off meeting to: Agree configuration - during the meeting we’ll start to configure your account through discussing your:
Agree launch plan:
Discuss KPIs:
| Project stakeholders Some clients also include team members in:
|
Account configuration | Content shared immediately after workshop. Account configuration completed 2-3 business days after receiving configuration document. Stores set-up within 2-3 days of receiving store upload sheet. | After the workshop, Qudini will share your demo account with:
| Project managers Store teams Marketing team (for customer-facing content) |
Tech assist | We provide all the information straight after the workshop. Your IT team should be able to get the system working quickly. | To get Qudini enabled in your stores, your IT teams may need to:
| Store IT team |
Project deployment | As required | While your account is configured we can also advise your project team with deployment including:
| Project managers Web team |
Stores go live - with remote training | 30 - 60 minute virtual meeting. | When it’s time to go live, we’ll train your stores via a 30-60 minute virtual training workshop. We recommend sending a store manager and a power user from each store. You may also choose to send your internal trainers so they can train further stores and provide refresher training sessions. After the training session, we’ll send a customised training video for you to use. We can also make this accessible to your stores at any time from the ‘training” tab within our app. Qudini is really simple to use and most stores take just 2 hours to become native with the app. | Project managers Store managers Store power users Internal trainers |
Post Go Live to Roll-Out
Item | Required time frame | Goals | Who |
Add new stores at any time | As required | To launch new stores simply complete the store set-up spreadsheet with the new stores and send it to your Qudini account manager along with purchase order details where appropriate. We’ll create the store accounts and provide you with logins, join the queue and appointment booking links. We can provide additional virtual training workshops, or your in-house teams can train store associates. | Project managers |
Weekly calls | 15-30 minute calls every week | Your dedicated account manager and implementation manager will host 15-30 minute weekly calls for the first 2 months or so of your deployment. | Project managers |
HQ reporting set-up and training | 2 days to complete after you provide the details. | Once you’ve launched Qudini in stores, we’ll set-up your appropriate head office team members and regional managers with access to our reporting dashboards and email reports. Details of required users can be included in tab 3 of the store set-up spreadsheet. We need: names, emails, which stores they should view. We’ll then hold a virtual meeting to present our reporting capabilities and settings to key stakeholders. | Project managers Store managers Store power users Internal trainers |
Custom dashboard discussion | Your review | Qudini can easily create custom dashboards that consolidate your preferred metrics from our extensive data suite. Simply tell us your preferred metrics and any new ideas of graphs you’d like to see and we can create those for you. | Project managers Key stakeholders Business intelligence team |
Support desk training | 60 minute virtual meeting | Most clients begin to provide first line support to their stores after the first 2 months. We’ll provide a 60 minute virtual training session to train your support desk on how to:
| Project managers Support team |
KPI and ROI review | During the first two months of your deployment, we provide the option to work with you to capture success results through:
Results can be drawn up into a presentation that we will present to your key stakeholders. This can be used as the foundation for an internal business case in the company. |
Roll-out to BAU
Item | Required timeframe | Goals | Who might need to be involved |
Regular calls | During your roll-out, your Qudini Account Manager will hold regular calls (with your Project Manager joining as needed) to discuss:
| Project stakeholders | |
Steerco sessions | 60 minute virtual meeting | Once your project is in BAU, your dedicated Qudini account manager will hold appropriate Steerco sessions to discuss:
| Project managers Support team |
Launching a new market
If you are using Qudini across multiple markets, the steps to add Qudini in a new market are simple and can be viewed here. Implementation: Steps to launch a new market