MAN5201 Agenda for on-site new client scoping session

 
  1. Review network information (if proceeding with hosted solution) - Do you have a fixed IP address for internet connections? Are you behind firewalls?
  2. Examine current profit & Loss & Balance Sheet
    • Check accounts for 30th June and last month
    • When will current month's reports be available?
  3. Review active project list
  4. Review upcoming project list
  5. Give staff an introductory lesson covering:
    • external organisations
    • projects
    • budgets
  6. Examine what subcontract form they are using ( Standard conditions of Purchase Order or for Consultant engagement)
  7. Clarify any other companies they have operating
  8. What payroll types do they have
  9. Verify pay period
  10. List workstations accessing Muli
  11. List printers (Do you have a colour Postscript printer?)
  12. Identify the need for any remote workstations
  13. Develop a check-list for commencing the implementation
  14. Need to supply Bank details (Bank, Branch, BSB & A/c number)
  15. Need to supply artwork for letterhead

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