During the sales process and subsequent implementation project, we seek to work closely with our customers' business and implementation teams, with a prime focus on the diverse business needs of the business units. This means taking a consultative approach to assessing requirements by working together in a series of workshops. This allows us to provide consultancy and guidance around:
In this way, we are able to provide a solution that meets the business objectives which reflects the best use of Optial.
A key aspect of the project and the consulting phase is the production of the Blueprint (functional specification) document which is produced out of the workshops with business users.
The Blueprint describes in detail every single function and feature of the system as will be configured for the customer use. This document serves as the ongoing basis for scope control, configuration, QA and support and is typically included in the contract. In our experience, the tender document forms a good basis for the requirements but clients do need to have the opportunity to refine and define their desires further, and this is what the consulting phase and Blueprint allows for, in a structured and consolidated fashion.