System Implementation Form

Overview

This form captures the key details needed to brief the Technical Team when creating a new Claritum System implementation.

Audience

• Systems Implementors

System Implementation Form

Technical Checklist

• Main System hostname

• Test System hostname

• Job reference format (J/1234)

• Quote reference format (E/1234)

• Purchase Order Number format (PO/1234)

• Invoice Number format (I/1234)

• Client's address

• Client's Tax Number

• Base currency

• Base timezone

• Metric or Imperial

Users

• Super-Users

• Support Portal Users (full name & email address)

Sourcing

• Specification forms

Branding

• Logo & Banner

• Base PDF stationery

• Customer-specific PDF stationery

System Implementation Spreadsheet.xlsx