Difference between revisions of "Implementation Process Overview"
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==== Implementation: Determining Your Needs ==== | ==== Implementation: Determining Your Needs ==== | ||
| − | Before training begins, our implementation coordinator will conduct | + | 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. |
==== Installation ==== | ==== Installation ==== | ||
Revision as of 17:45, 6 June 2014
Implementation: Determining Your Needs
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.
Installation
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 the installation process and will also help your IT Professional as they prepare your system for Newton. Newton normally takes about an hour to install on the server or main machine, and 15 minutes per client machine (user workstations).
- Hardware Recommendations
- Installation Environment Requirements
- Network Requirements
- Backup Information
Data Conversion
The second step is to begin the conversion process from your prior management system. Jim Edison, from EDI Concepts, will contact you to go over the conversion process in greater detail. Many common questions and answers can be found at the 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.
3) Training
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.
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.
4) Continued Support and Education 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!
