http://wiki.agencysystems.com/api.php?action=feedcontributions&user=Kuptain&feedformat=atomAgency Systems Wiki - User contributions [en]2024-03-29T13:23:56ZUser contributionsMediaWiki 1.33.1http://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=996Implementation Process Overview2014-06-11T13:03:05Z<p>Kuptain: /* Support and Continuing Education */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''Contact Companies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be reviewed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Support and Continuing Education====<br />
<br />
:'''Support '''<br />
:Agency Systems support staff is available to assist you with any and all questions Monday through Friday, 8:30 A.M. to 5:30 P.M. Central Time. We have many trainers and support personnel available to help you. We recommend you use our support lines; they are answered immediately by qualified personnel.<br />
<br />
::[http://www.agencysystems.com/support Agency Systems Support Page]<br />
<br />
:Another great resource on the support page is the [[Main Page | “Wiki.”]] There are many articles addressing the most common questions you may have.<br />
<br />
:'''Continuing Education'''<br />
:The Agency Assurance Training Package, involves an additional 30 days of post live support for you and your CSRs with your training consultant. The goal of this phase is to reinforce key concepts and identify areas of workflow in need of adjustment. In addition, you will receive 4 weekly Accounting Check Ups after your beginning balances have been entered.</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=995Implementation Process Overview2014-06-11T13:02:16Z<p>Kuptain: /* Continued Support and Education */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''Contact Companies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be reviewed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Support and Continuing Education====<br />
<br />
:'''Support '''<br />
:Agency Systems support staff is available to assist you with any and all questions Monday through Friday, 8:30 A.M. to 5:30 P.M. Central Time. We have many trainers and support personnel available to help you. We recommend you use our support lines; they are answered immediately by qualified personnel.<br />
<br />
:[http://www.agencysystems.com/support Click Here For Contact Information]<br />
<br />
:Another great resource on the support page is the [[Main Page | “Wiki.”]] There are many articles addressing the most common questions you may have.<br />
<br />
:'''Continuing Education'''<br />
:The Agency Assurance Training Package, involves an additional 30 days of post live support for you and your CSRs with your training consultant. The goal of this phase is to reinforce key concepts and identify areas of workflow in need of adjustment. In addition, you will receive 4 weekly Accounting Check Ups after your beginning balances have been entered.</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=994Implementation Process Overview2014-06-11T13:00:25Z<p>Kuptain: /* Continued Support and Education */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''Contact Companies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be reviewed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====<br />
<br />
Agency Systems support staff is available to assist you with any and all questions Monday through Friday, 8:30 A.M. to 5:30 P.M. Central Time. We have many trainers and support personnel available to help you. We recommend you use our support lines; they are answered immediately by qualified personnel.<br />
<br />
[http://www.agencysystems.com/support Click Here For Contact Information]<br />
<br />
Another great resource on the support page is the [[Main Page | “Wiki.”]] There are many articles addressing the most common questions you may have.<br />
<br />
The Agency Assurance Training Package, involves an additional 30 days of post live support for you and your CSRs with your training consultant. The goal of this phase is to reinforce key concepts and identify areas of workflow in need of adjustment. In addition, you will receive 4 weekly Accounting Check Ups after your beginning balances have been entered.</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=993Implementation Process Overview2014-06-11T12:58:53Z<p>Kuptain: /* Continued Support and Education */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''Contact Companies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be reviewed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====<br />
<br />
Agency Systems support staff is available to assist you with any and all questions Monday through Friday, 8:30 A.M. to 5:30 P.M. Central Time. We have many trainers and support personnel available to help you. We recommend you use our support lines; they are answered immediately by qualified personnel.<br />
<br />
[http://www.agencysystems.com/support Click Here For Contact Information]<br />
<br />
Another great resource on the support page is the [http://wiki.agencysystems.com/wiki/Main_Page “Wiki.”] There are many articles addressing the most common questions you may have.<br />
<br />
The Agency Assurance Training Package, involves an additional 30 days of post live support for you and your CSRs with your training consultant. The goal of this phase is to reinforce key concepts and identify areas of workflow in need of adjustment. In addition, you will receive 4 weekly Accounting Check Ups after your beginning balances have been entered.</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=992Implementation Process Overview2014-06-11T12:47:45Z<p>Kuptain: /* Download Training */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''Contact Companies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be reviewed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:DownloadSetupProcess.png&diff=985File:DownloadSetupProcess.png2014-06-10T18:52:11Z<p>Kuptain: Kuptain uploaded a new version of &quot;File:DownloadSetupProcess.png&quot;</p>
<hr />
<div></div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=984Implementation Process Overview2014-06-10T18:52:00Z<p>Kuptain: /* Download Training */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''Contact Companies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be discussed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=983Implementation Process Overview2014-06-10T18:51:36Z<p>Kuptain: </p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
:'''ContactCompanies to Initiate Download'''<br />
:*During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
::[[Certified Download Companies]]<br />
::[[Requesting Policy Download Data From Companies]]<br />
::[[Getting Certified with a New Company for Downloads]]<br />
<br />
:'''Send Y-Account to Support'''<br />
:*Once you receive your y-account information, or if you already have that available please be sure to send it to support@agencysystems.com so we may begin the process of configuring the IVANS Transfer Manager.<br />
:'''Configure Download Managers'''<br />
:*Agency Systems Support will schedule some time with you the day before you live date to help configure your IVANS Transfer Manager, and provide some guidance for other applications used by companies for getting download to your agency. The link below will discuss these areas in greater detail.<br />
<br />
::[[Configure Download Managers]]<br />
<br />
:'''Download Training'''<br />
:*Download training will take place as a post live session. In most cases this session will take about an hour to perform. The links below will discuss the areas that will be discussed during that session.<br />
<br />
::[[Configure NAIC Codes]]<br />
::[[Configure AL3 Acord Lines]]<br />
::[[Daily Process for Policy Downloads]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=982Implementation Process Overview2014-06-10T18:39:59Z<p>Kuptain: /* Download Training */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
Newton by Agency Systems allows you to download information directly from participating carriers into your management system, saving time to service your accounts and reduce or eliminate data entry. The sections below will review how to request, and setup your agency for download.<br />
<br />
:[[File:DownloadSetupProcess.png]]<br />
<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
<br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:DownloadSetupProcess.png&diff=981File:DownloadSetupProcess.png2014-06-10T18:38:53Z<p>Kuptain: </p>
<hr />
<div></div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=980Implementation Process Overview2014-06-10T18:38:43Z<p>Kuptain: /* Download Training */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
[[File:DownloadSetupProcess.png]]<br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=979Implementation Process Overview2014-06-10T18:30:54Z<p>Kuptain: /* Beginning Balances */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. These transactions will be handled by beginning balances. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=978Implementation Process Overview2014-06-10T18:24:03Z<p>Kuptain: </p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
====Beginning Balances====<br />
It is important to note that no accounting transactions are brought over as part of the [http://ediconcepts.net/conversions/ conversion]. The general ledger beginning balances in Agency Systems are made up of several journal entry transactions representing the ending balances for these accounts in your previous systems general ledger. These balances are obtained from the last months closing reports of your previous system, or from another source generated by your accounting professional. If you are starting the Agency Systems accounting at the beginning for your fiscal year you will not be required to enter balances for the Income and Expense general ledger accounts. The beginning balance entries are not required to start entering live data in Agency Systems; however, without these balances posted the financial reports in Agency System will not be accurate. We will walk you thought this process as a post live setup.<br />
<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=977Implementation Process Overview2014-06-10T18:20:38Z<p>Kuptain: </p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
<br />
====Continued Support and Education====</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=976Implementation Process Overview2014-06-10T18:17:01Z<p>Kuptain: /* Training Conversion */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::'''Training Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::'''Codes List'''<br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::'''Conversion Review Checklist'''<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
<br />
4) Continued Support and Education</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=975Implementation Process Overview2014-06-10T18:16:44Z<p>Kuptain: /* Final Conversion */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::'''Final Conversion Data Pull'''<br />
::*EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::'''Final Conversion Placement'''<br />
::*The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::'''You are now Live'''<br />
::*From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
<br />
4) Continued Support and Education</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=974Implementation Process Overview2014-06-10T18:16:27Z<p>Kuptain: /* Reviews */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
:*This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:'''Agency Workflow'''<br />
:*After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:'''Accounting Workflow'''<br />
:*This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:'''Final Review'''<br />
:*This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
<br />
4) Continued Support and Education</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=973Implementation Process Overview2014-06-10T18:15:15Z<p>Kuptain: </p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our Customer Success Manager will conduct an interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get you running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that will help you understand the requirements as you or your IT Professional prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Training Conversion serves two purposes for your agency. First, it enhances the training process by allowing you to learn and practice on your own data. Next, it allows you to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted by [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of trainings for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overview Sessions is to give your agency knowledge on basic functions and how to interact with Newton. These are weekly pre-scheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Review Sessions is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:*'''Trial Data, Billing, and Setup Needs'''<br />
:**This review will help walk you through key areas to review for your Training Conversion, solidify accounting needs, and other agency wide setups.<br />
:*'''Agency Workflow'''<br />
:**After your office has completed the CSR based classes, My Newton Education will schedule this review session to go over more workflow based items specific to your agency.<br />
:*'''Accounting Workflow'''<br />
:**This review will wrap up the accounting based overviews and deal with any specific accounting related workflows for your agency.<br />
:*'''Final Review'''<br />
:**This topics in this review are directed by your agency. This will be the time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
==== Download Training ====<br />
During the training phase, you will be asked to begin contacting your companies to initiate download. For those agencies that do not have a conversion you will want to start this process right away to eliminate any delays. If you do not already have an IVANS Y-Account you will want to request this from one of your companies, and then provide that to the others you want to also initiate download. For agencies that have a conversion from a prior system your download training will take place after you live date. You will be contacted to schedule this training. Below you will find a few links that speak to requesting downloads, and what to do if they are not certified. <br />
<br />
:[[Certified Download Companies]]<br />
:[[Requesting Policy Download Data From Companies]]<br />
:[[Getting Certified with a New Company for Downloads]]<br />
:[[Configure Download Managers]]<br />
<br />
<br />
4) Continued Support and Education</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=949Implementation Process Overview2014-06-09T18:15:14Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
:[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly prescheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:*'''Trial Data, Billing, and Setup Needs'''<br />
:**This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
:*'''Agency Workflow'''<br />
:**After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
:*'''Accounting Workflow'''<br />
:**This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
:*'''Final Review'''<br />
:**This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=948Implementation Process Overview2014-06-09T18:14:59Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
[http://www.agencysystems.com/features/demos Newton Overview Videos]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly prescheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:*'''Trial Data, Billing, and Setup Needs'''<br />
:**This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
:*'''Agency Workflow'''<br />
:**After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
:*'''Accounting Workflow'''<br />
:**This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
:*'''Final Review'''<br />
:**This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=947Implementation Process Overview2014-06-09T18:10:48Z<p>Kuptain: /* Implementation: Determining Your Needs */</p>
<hr />
<div>==== Implementation Meeting ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:*'''Trial Data, Billing, and Setup Needs'''<br />
:**This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
:*'''Agency Workflow'''<br />
:**After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
:*'''Accounting Workflow'''<br />
:**This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
:*'''Final Review'''<br />
:**This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:TrainingProcess.png&diff=946File:TrainingProcess.png2014-06-09T18:09:14Z<p>Kuptain: Kuptain uploaded a new version of &quot;File:TrainingProcess.png&quot;</p>
<hr />
<div></div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=945Implementation Process Overview2014-06-09T18:07:12Z<p>Kuptain: /* Reviews */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:*'''Trial Data, Billing, and Setup Needs'''<br />
:**This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
:*'''Agency Workflow'''<br />
:**After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
:*'''Accounting Workflow'''<br />
:**This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
:*'''Final Review'''<br />
:**This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=944Implementation Process Overview2014-06-09T18:05:57Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
:'''Trial Data, Billing, and Setup Needs'''<br />
<br />
:This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
<br />
:'''Agency Workflow'''<br />
<br />
:After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
<br />
:'''Accounting Workflow'''<br />
<br />
:This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
<br />
:'''Final Review'''<br />
<br />
:This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=943Implementation Process Overview2014-06-09T18:03:17Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
====== Trial Data, Billing, and Setup Needs======<br />
This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
<br />
======Agency Workflow======<br />
After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
<br />
======Accounting Workflow======<br />
This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
<br />
======Final Review======<br />
This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=942Implementation Process Overview2014-06-09T18:02:43Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
<br />
=====Reviews=====<br />
The nature of the Reviews is to provide agency specific workflow and instruction. This is when the My Newton Education group will go over specific items discussed during your Implementation Meeting. There are four reviews that will be conducted for your agency.<br />
<br />
====== Trial Data, Billing, and Setup Needs======<br />
This review will help walk you through your agency on key areas to review for your Training Conversion, solidify accounting needs, and or other agency wide setups.<br />
<br />
=====Agency Workflow=====<br />
After your office has completed the CSR based classes, My Newton Education will schedule this review session. This will go over more workflow based items specific to your agency.<br />
<br />
=====Accounting Workflow=====<br />
This review will wrap up the accounting based overviews and deal with any specific accounting workflows for your agency.<br />
<br />
=====Final Review=====<br />
This reviews topics are directed by you the agency. This is a time to address or review any concepts you feel the office could use a bit more explanation.<br />
<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=941Implementation Process Overview2014-06-09T17:53:09Z<p>Kuptain: /* Overviews */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the base knowledge on application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. The classes are about 45 minutes of instruction with 15 minutes for questions on specific program functions. The links below will give you a general outline on what Overviews your agency will attend in what order, as each class builds on the one before.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=940Implementation Process Overview2014-06-09T17:47:38Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. The training schedule is planned and coordinated with your target start date in mind. <br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the knowledge on the application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. These are about 45 minutes of instruction with 15 minutes for questions on specific program functions.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=939Implementation Process Overview2014-06-09T17:45:54Z<p>Kuptain: /* Overviews */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons.<br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the knowledge on the application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. These are about 45 minutes of instruction with 15 minutes for questions on specific program functions.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]] -> [[Training 1: Newton Interface Overview | Newton Interface Overview ]] -> [[Training 3: Entering Policy Information | Entering Policy Information]] -> [[Training 4: ACORD Forms | ACORD Forms]] -> [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]] -> [[Training 6: Accounting | Accounting]] -> [[Training 7: Management | Management]]<br />
<br />
The training schedule is planned and coordinated with your target start date in mind. Sessions are done at your own pace and we encourage you to plan them when you have uninterrupted time available.<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=938Implementation Process Overview2014-06-09T17:42:46Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons.<br />
<br />
:[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the knowledge on the application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. These are about 45 minutes of instruction with 15 minutes for questions on specific program functions.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]]<br />
<br />
:[[Training 1: Newton Interface Overview | Newton Interface Overview ]]<br />
<br />
:[[Training 3: Entering Policy Information | Entering Policy Information]]<br />
<br />
:[[Training 4: ACORD Forms | ACORD Forms]]<br />
<br />
:[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]]<br />
<br />
:[[Training 6: Accounting | Accounting]]<br />
<br />
:[[Training 7: Management | Management]]<br />
<br />
The training schedule is planned and coordinated with your target start date in mind. Sessions are done at your own pace and we encourage you to plan them when you have uninterrupted time available.<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:TrainingProcess.png&diff=937File:TrainingProcess.png2014-06-09T17:42:18Z<p>Kuptain: </p>
<hr />
<div></div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=936Implementation Process Overview2014-06-09T17:42:08Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons.<br />
<br />
[[File:TrainingProcess.png]]<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the knowledge on the application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. These are about 45 minutes of instruction with 15 minutes for questions on specific program functions.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]]<br />
<br />
:[[Training 1: Newton Interface Overview | Newton Interface Overview ]]<br />
<br />
:[[Training 3: Entering Policy Information | Entering Policy Information]]<br />
<br />
:[[Training 4: ACORD Forms | ACORD Forms]]<br />
<br />
:[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]]<br />
<br />
:[[Training 6: Accounting | Accounting]]<br />
<br />
:[[Training 7: Management | Management]]<br />
<br />
The training schedule is planned and coordinated with your target start date in mind. Sessions are done at your own pace and we encourage you to plan them when you have uninterrupted time available.<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=935Implementation Process Overview2014-06-09T17:35:42Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the Training Conversion is placed on your server, you will be contacted [http://mynewtoneducation.com My Newton Education] to establish a training schedule and begin training sessions. There are two types of training for your agency. These are called the '''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons.<br />
<br />
=====Overviews=====<br />
The nature of the Overviews is to give your agency staff the knowledge on the application functions and how to interact with Newton. These are weekly presecheduled webinar based classes. These are about 45 minutes of instruction with 15 minutes for questions on specific program functions.<br />
<br />
:[[Training 2: Setting Up Your Agency | Setting Up Your Agency]]<br />
<br />
:[[Training 1: Newton Interface Overview | Newton Interface Overview ]]<br />
<br />
:[[Training 3: Entering Policy Information | Entering Policy Information]]<br />
<br />
:[[Training 4: ACORD Forms | ACORD Forms]]<br />
<br />
:[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer | Email, Diary, Activity, Client Notes & Memo Writer]]<br />
<br />
:[[Training 6: Accounting | Accounting]]<br />
<br />
:[[Training 7: Management | Management]]<br />
<br />
The training schedule is planned and coordinated with your target start date in mind. Sessions are done at your own pace and we encourage you to plan them when you have uninterrupted time available.<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=934Implementation Process Overview2014-06-09T17:07:50Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are modules that deal with policy services and accounting functions. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. It is recommended you have a point person who is involved in all training sessions for strategic reasons. <br />
<br />
:[[Training 1: Newton Interface Overview]]<br />
<br />
:[[Training 2: Setting Up Your Agency]]<br />
<br />
:[[Training 3: Entering Policy Information]]<br />
<br />
:[[Training 4: ACORD Forms]]<br />
<br />
:[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]<br />
<br />
:[[Training 6: Accounting]]<br />
<br />
:[[Training 7: Management]]<br />
<br />
The training schedule is planned and coordinated with your target start date in mind. Sessions are done at your own pace and we encourage you to plan them when you have uninterrupted time available.<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=933Implementation Process Overview2014-06-09T15:45:42Z<p>Kuptain: /* Training */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
After the software is installed and Training Conversion is in place, My Newton Education will contact you to set up a training schedule. Sessions are broken into 1-hour segments so you can work them into your daily routine and maximize retention.<br />
<br />
[[Training 1: Newton Interface Overview]]<br />
<br />
[[Training 2: Setting Up Your Agency]]<br />
<br />
[[Training 3: Entering Policy Information]]<br />
<br />
[[Training 4: ACORD Forms]]<br />
<br />
[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]<br />
<br />
[[Training 6: Accounting]]<br />
<br />
[[Training 7: Management]]<br />
<br />
The training schedule is planned and coordinated with your target start date in mind. Sessions are done at your own pace and we encourage you to plan them when you have uninterrupted time available.<br />
<br />
<br />
<br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=932Implementation Process Overview2014-06-09T15:42:57Z<p>Kuptain: /* Final Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data entry. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
<br />
<br />
====Training====<br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=931Implementation Process Overview2014-06-09T15:42:25Z<p>Kuptain: /* Final Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
::*'''You are now Live'''<br />
::**From this point forward your agency is using Newton for all new data placement. Any items placed in your previous system after this date will not be transferred to Newton.<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=930Implementation Process Overview2014-06-09T15:37:10Z<p>Kuptain: /* Final Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically will take place on the Friday evening before your Monday live date. If you are coming from a system that the data is hosted by the vendor, or the data needs to be decrypted your timeline will vary. EDI Concepts will go over this procedure with you in greater detail.<br />
::*'''Final Conversion Placement'''<br />
::**The Final Conversion Placement will typically take place over a weekend. While rare, if data transition is going to take longer than a Monday morning placement you will be notified. In some cases your data files will be in place less your attachments. This is due to the size and volume of items attached at some agencies, and current data transmission methods may not a lot enough time to get the data moved to your server. EDI Concepts will go over this with you in greater detail if the need may arise.<br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=929Implementation Process Overview2014-06-09T15:25:39Z<p>Kuptain: /* Data Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
::[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically.<br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=928Implementation Process Overview2014-06-09T15:19:31Z<p>Kuptain: /* Data Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
::'''Final Conversion Steps'''<br />
<br />
:[[File:FinalConversionProcess.png]]<br />
<br />
::*'''Final Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This typically.<br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=927Implementation Process Overview2014-06-09T15:14:50Z<p>Kuptain: /* Final Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion will look identical to your Training Conversion plus any changes agreed to with EDI Concepts.<br />
<br />
:[[File:FinalConversionProcess.png]]<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:FinalConversionProcess.png&diff=926File:FinalConversionProcess.png2014-06-09T15:13:27Z<p>Kuptain: </p>
<hr />
<div></div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=925Implementation Process Overview2014-06-09T15:13:17Z<p>Kuptain: /* Data Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
=====Final Conversion=====<br />
:The Final Conversion <br />
<br />
[[File:FinalConversionProcess.png]]<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=924Implementation Process Overview2014-06-09T15:08:21Z<p>Kuptain: /* Training Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*'''Conversion Review Checklist'''<br />
::**You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
:'''Final Conversion'''<br />
:The Final Conversion <br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=923Implementation Process Overview2014-06-09T14:56:02Z<p>Kuptain: /* Implementation: Determining Your Needs */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
:'''Final Conversion'''<br />
:The Final Conversion <br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:TrainingConversionProcess.png&diff=922File:TrainingConversionProcess.png2014-06-09T14:53:13Z<p>Kuptain: Kuptain uploaded a new version of &quot;File:TrainingConversionProcess.png&quot;</p>
<hr />
<div></div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=921Implementation Process Overview2014-06-09T14:51:20Z<p>Kuptain: /* Training Conversion */</p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
:::::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency and returned to EDI Concepts before the Training Conversion can be completed.<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
:'''Final Conversion'''<br />
:The Final Conversion <br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=920Implementation Process Overview2014-06-09T14:45:50Z<p>Kuptain: </p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
:::::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will contact your office to establish a connection to your local server to pull a current version of your data. This will produce what your Final Conversion would look like if it took place that day.<br />
::*'''Codes List'''<br />
::**You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency before the Trial Conversion can be completed.<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
:'''Final Conversion'''<br />
:The Final Conversion <br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=Implementation_Process_Overview&diff=919Implementation Process Overview2014-06-09T14:37:57Z<p>Kuptain: </p>
<hr />
<div>==== Implementation: Determining Your Needs ====<br />
Before training begins, our implementation coordinator will conduct and interview to learn more about your agency and confirm information passed along during the sales process. The purpose of the implementation conference is to review the steps that will take place to get your running on Newton, and determine your specific needs to ensure a smooth transition.<br />
<br />
:::::[[File:ConversionProcessFlowChart.png]]<br />
<br />
==== Installation ====<br />
The first step is getting your Newton by Agency Systems installed. You will be contacted by an Agency Systems technician to help you prepare and schedule the install. Below are a few links that speak to our requirements to help your IT Professional as they prepare your local network for Newton. Newton normally takes about an hour to install on the server or master machine, and 15 minutes per client machine (user workstations). Hosted agencies will be installed at the data center, and remote access set up for your office. We will work with you and your hosting vendor to ensure you have proper access to Newton.<br />
<br />
:[[Hardware Recommendations]]<br />
:[[Installation Environment Requirements]]<br />
:[[Network Requirements]]<br />
:[[Backup Information]]<br />
<br />
==== Data Conversion ====<br />
The second step is to begin the conversion process from your prior management system. Jim Edison, from [http://ediconcepts.net/contact/ EDI Concepts], will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the [http://www.ediconcepts.net/conversions/ EDI Concepts Website]. On the right hand column you will find specific information for your prior management system. These sections will review what is included in your conversion to Newton by Agency Systems.<br />
<br />
In most cases two conversion will take place. These are called the '''Training Conversion''' and the '''Final Conversion'''. <br />
<br />
=====Training Conversion=====<br />
:The Trial Conversion serves two purposes for your agency. It enhances training by allow you to learn and practice on your own data; and it allows to review and approve the data transfer before the Final Conversion. <br />
<br />
::'''Training Conversion Steps'''<br />
<br />
::[[File:TrainingConversionProcess.png]]<br />
<br />
::*'''Training Conversion Data Pull'''<br />
::**EDI Concepts will pull a current version of your data to produce what your Final Conversion would look like if it took place that day. <br />
::*You will receive a codes list from EDI Concepts for review. This is a method of taking items such as Company Codes and Producer Codes from your prior system to get them on the Newton format. This list will need to be approved by your agency before the Trial Conversion can be completed.<br />
::*You will receive a Conversion Review Checklist to walk you though reviewing key portions of the conversion. This checklist must be returned to EDI Concepts two weeks prior to your live date. This will allow EDI Concepts the time required to review and make recommendations on the best way to move forward for your items reported.<br />
<br />
<br />
:'''Final Conversion'''<br />
:The Final Conversion <br />
<br />
<br />
3) Training <br />
a. Once the trial conversion is placed on your server, you will be contacted My Newton Education to establish a training schedule and begin training sessions. There are 8-10 modules that deal with policy services and accounting functions. <br />
b. During the training phase, you will be asked to begin contacting your companies to initiate download. If you have an IVANS Y-Account, please email your account information back to me so I may place it on file for your office.<br />
<br />
4) Continued Support and Education<br />
a. Below are two important links to our website. The first directs you to our Wiki page which provides a more in depth view of the implementation process, FAQs, and video tutorials which overview the core functions in Newton. The second is a link to register for our monthly newsletter where you will find information on upcoming events, new features, and best practices. Both are quick, easy and very helpful in getting a head start with Newton!</div>Kuptainhttp://wiki.agencysystems.com/index.php?title=File:TrainingConversionProcess.png&diff=918File:TrainingConversionProcess.png2014-06-09T14:24:41Z<p>Kuptain: Kuptain uploaded a new version of &quot;File:TrainingConversionProcess.png&quot;</p>
<hr />
<div></div>Kuptain