Post Go-Live Questionnaire

Post Go-Live Questionnaire

EVO31 Post go-live questionnaire 1

Project Date Project Manager (Pastel) Project Manager (Cust)

Enter customer name

Objective:

The objective of this questionnaire is to document the results and possible issues of the initial Pastel Evolution Go-Live and to determine whether additional services and/or enhancement are desired or recommended to gain additional value from the Pastel Evolution implementation.

This questionnaire should be discussed with the customer about two to three weeks after initial go-live.

Contents

Pastel Evolution Go-Live Results ................................................................................................................... 2

Project Management .................................................................................................................................. 2

System Management ................................................................................................................................. 2

System Availability and Activity Check ....................................................................................................... 3

System Administration ................................................................................................................................ 4

User Acceptance ........................................................................................................................................ 4

Enhancements ............................................................................................................................................... 5

Functions .................................................................................................................................................... 5

Configuration .............................................................................................................................................. 5

Documentation ........................................................................................................................................... 6

Signatures .................................................................................................................................................. 6



Pastel Evolution Go-Live Results Verify that all components of Pastel Evolution implemented during the initial go-live are functional and have generated the desired results.

Project Management

Is the backup strategy performed on a regular basis? Yes No

Have there been any issues with the backup strategy? Yes No

If yes, please provide additional detail.

Is recovery of the database possible at any time using the current backups?

Yes No

If no, please provide additional detail.

Have there been any issues with the stability of the database? Yes No

If yes, please provide additional detail.

System Management

Has all hardware been installed and operative?

Yes No


Has system performance been satisfactory?

Yes No


Are unique business processes addressed?

Yes No


Are SDK developments and add-ons satisfactory?

Yes No


Other comments:



System Availability and Activity Check

Are all interfaces operative? Yes No


Is document printing working properly? Yes No


Could all in-scope key business processes be completed properly with the system?

Yes No


Have the following document types been created in the system:

Sales documents Yes No

Purchasing documents Yes No

Accounting documents Yes No

Inventory transactions Yes No

If no, please provide additional information.

Are bank reconciliations performed? Yes No


Can customer run all reports as required? Yes No


Has period-end closing been successfully completed? Yes No


Other comments:



System Administration

Has customer been able to complete all system administration procedures?

Yes No


Has outside support from consulting partner or Pastel been needed? Yes No

If yes, please provide additional information.

Were there any escalations? Yes No


Other comments:

User Acceptance

Do all users know their part of the system and how to operate it? Yes No


Is there any need for additional training? Yes No




Enhancements Additional possibilities with Pastel Evolution to further the return gained from the software investment made by the customer.

Functions

Are there any additional functions/requirements in the areas listed below that customer would like to have addressed?

Functional area Comments

Administration Yes No

Sales Yes No

Purchasing Yes No

Accounting Yes No

Banking Yes No

Inventory Management Yes No

Service Management Yes No

Others, please list:

___________________

Configuration

Which reports are frequently being used by the customer?

List reports needed but currently not available in customer Pastel Evolution implementation?

Is MS Excel being used?

Are alerts needed? If yes, in which areas?

Are additional interfaces needed? If yes, please elaborate.

Are additional queries needed? If yes, where?

Other comments:



Documentation

Have all business processes been documented?

Yes No


Signatures By signing below, the parties agree that the information in this document is correct and that the Pastel Evolution system is ready in production database.

Signature: ______________________________ Signature: __________________________

Name: ______________________________ Name: ______________________________

Position held: ______________________________ Position held: ______________________________

Post Go-Live Questionnaire

Documents

Transcript of Post Go-Live Questionnaire