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SOLUTION DEVELOPMENT CYCLE

SALES PROCESS

SOLUTION BUILD

Sales Initiation Phase

Sales Finalisation Phase

Solution Initiation Process

DEPLOYMENT Other Builds

3

Identified Client

Assigned Salesperson

Demonstration & Presales

Core Client Requirements Functions, Basic Spec & CURA Modules

Pilot / Full Sale Approved

Final Proposal

Technical Assessment

Purchase Order & EULA Signed

Client Assigned to BA by Prof. Services

PS & Client Introduction

1st Business Solution Synopsis

1st Scoping Session

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1 Build Specification

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1 Build & Spec Quality Checked

1st Meth Build

2

DEPLOYED

Technical Deployment

System Signoff

1

Demo & Spec Cura Reports

Approved & Specified Solution

System Config

Server Environment Installations

Project Signoff

Client File Handover

Technical Acceptance Testing

User Deployment Solution Refinement Process

Spec Users & Permissions

Demo Request PS Consultant Assignment

Project Plan Prepared Spec Documents Updated

Demo Build (Sales Process) 1 Build Demonstrated

Build Demo

Present/Install Demo

Build & Spec Documents Quality Checked

Refinements Built

Evaluate Demo 1st Refinements Scoped

Further Refinements Scoped

Refinements Demonstrated

SUPPORT PROCESS

Refinements Request

Manual Compilation

Full CURA Training

Reports & Feedback

Spec Hardware & Architecture

Other System Configuration

Solution Finalisation Process Issue Accepted By Prof Services

User Acceptance Testing

Account Manager, BA & Client Cosure

Gather & Import Client Risk Data

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Basic Demo Specifications

User Config

Refinements Deployment

Refinements Assessment

Refinements Specification

Build Refinements

QA CONTRACTS Test Refinements

Work Order Prepared & Billed

CURA Project Post Mortem & Evaluation

Deploy Refinements

Refinements Approved

Pilot Deployment 3

Support Call Escalated

User Support Query Placed

Support Call Logged

Support Issue Evaluated

Support Issue Queued by Support to PS on CRM

Final Demonstration

P.S. Support Issue Review

Revised Purchase Order & EULA Signed Support Call Resolved

Client Feedback, Support Log Closed

Spec Documents Approved

Refresher Training Courses

1

Reports, Data & Config Approved

Documentation & Contracts Signed

Configured Full Solution

Hardware Installation

Support Issue Returned from PS to Support on CRM

Call Assigned to Support Resource

Refinements Approved

2

System & User Config

Purchase Decision

Cura System Upgrade Path

System & DB Healthchecks

Basic CURA Training

Evaluation Period

System Tweaks & Additions

Benchmarking Peer Reviews Best Practise

Enhanced / On Site Support

Cura Sales and Project Process Flow