Claritum Implementation Discovery Agenda

Owned by James Leeson (Unlicensed)
Aug 21, 2020
2 min read

Implementation Discovery Agenda

The Claritum System Implementation Discovery Workshop allows Claritum Implementators and the Client to come together and define, in a structured way, the fine-grained details of how the Claritum System should be configured and deployed.

It also presents an initial opportunity for key Client individuals to gain a clear overview of the scope of the implementation and workflow.

§There are 3 key stages to the Discovery and the entire phase can take anywhere between 1 and 3 days, depending on participant's availability and the scope and size of the implementation.

Agenda

Stage 1: Organizational and Process Workshop

Attendees:

  • Claritum Implement(ors)

  • Client Implementation Project Manager

  • Client 'Super Users' and key personnel (i.e. individuals with detailed knowledge of current or required processes and procedures)

Agenda:

INTRODUCTIONS & OBJECTIVES

  • Introductions and roles

  • Review Client's Organizational Structure

  • Key business objectives

  • Review Client's Value Proposition / Competitive Advantage

  • Review Client's Commercial Model

PROCESS

  • Review Client’s overall sourcing, procurement and invoicing process

  • Discuss and Agree System related roles, privileges and terminology

  • Identify ‘ownership’ throughout each step in the process

  • Review Customer-specifics

  • Review Claritum Standard Processes (capture differences)

  • Review Claritum Optional Components

  • Communicate data requirements for loading on system

REPORTING

  • Review Customer Reporting Requirements

  • Review Standard Suite of Reports

  • Review key business metrics

IMPLEMENTATION

  • Review the draft implementation plan

Prerequisites:

  • Sand-box system set up but not necessarily branded.

  • Draft implementation plan has been produced and issued to key individuals.

Stage 2: Supplier Workshop

Attendees:

  • Claritum Implement(ors)

  • Client Implementation Project Manager

  • Client Supply-Chain Manager

Agenda:

  • Review existing Supplier Roster and details

  • Identify data requirements for Claritum system and assign responsibility

  • Validate process assumptions from Organizational and Process Workshop

  • Identify what if any Instant Estimating Suppliers will be mobilized and add activities into the project plan (outside of scope)

  • Identify Supplier on-boarding and communications plan

  • Identify Current Supplier Spend and Baseline

Prerequisites:

  • Publish / Have ready the supplier roster

Stage 3: Technology Workshop

Attendees:

  • Claritum Implement(ors)

  • Client Implementation Project Manager

  • Client CTO / Technical Manager

  • 3rd-party technology providers as required

Agenda:

  • Review additional system integration requirements

  • Identify key inputs, activities and milestones

Prerequisites:

  • Additional system integration requirements have been broadly discussed and required 3rd-party technology providers have been identified