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Technical Consulting

Our expert technical consulting services will help you successfully deploy your Relavis CRM solution and achieve your desired business results.

Installation & Configuration (on-site)

The Relavis developer will work on site during the project to assist the technical specialists with setting up the application on your servers. This action can occur before customization begins in order to address any technical considerations. Tasks associated with this service may include:

Infrastructure Review

To ensure that your infrastructure is established and configured most appropriately for an implementation, a two-day meeting may be held to provide recommendations from Relavis, reviewing any pertinent aspects that must be addressed from a technical standpoint.

Customization

The Relavis developer(s) will implement the changes that have been described in detail in the specifications document. This work will begin after the project team has reviewed the document and determined that these changes will accurately represent the decisions made at the BRD meeting.

Acceptance Testing Support & Revisions

After the Customization work has been completed, your project team will begin evaluation of the resulting functionality that has been put into place. Typically, the project team will have received training by this time to assist them in effectively examining these changes, and will be actively working to provide feedback to the project manager.

Customization Documentation

This includes the technical documentation related to the customization performed. Documentation is provided on all elements added, modified, or deleted, and is delivered in the Project Status Database. This documentation is ultimately used by the customer’s technical support team and is instrumental in facilitating the upgrade process.

Data Load Preparation

The Relavis developer will work with the technical specialists to prepare for inclusion of any existing data to be accessed. Time needed for this service is generally estimated at 2 days per data source. This includes preparation of any agents, processes or development of other tools or strategies as needed.

Integrated System Testing

On implementation projects where data integration is required, Relavis will work with your organization’s infrastructure specialists in order to ensure that all systems are able to seamlessly interact. This activity will include analysis of integrated processes and quality assurance testing of all system integration points.

Implementation Consulting

There are a number of key tasks to be executed by the customer Project Team during the deployment. We encourage our customers to evaluate available resources to complete these tasks. If help is needed, Relavis can provide a specialist to work on site during the project to help prepare for the Pilot. The specialist can aid the Project Team with many tasks associated with the project, which include: