Project Management (Dunning Letters Module)

SKU: Dunning Letters Module Project Management
Estimated Hours/QuantityPrice

Solution Description

After your discovery sessions, your project manager will finalize the project plan for you to be able to monitor your project as it processes. Discovery sessions will allow for the detail needed in the project plan to keep you up to speed on the budget and timeline. 

Building Project Plan Based on Discovery Sessions:
  • Set up your Monday.com project management board
    • Give the client access to the project management board
    • Set up integration feed for live time tracking 
    • Set up tracking columns
    • Add initial tasks
  • Add tasks and solution design from the discovery session

Estimate Details

Anchor Group works on a time and material basis which means that you will be invoiced for the time actually consumed. This general estimate is based on the standard needs for the services described. Please reach out to your Anchor Group sales rep to make sure that each service item is correctly quoted for your specific use case. 

Typically these are some areas that impact the estimated level of effort in an engagement:
  • Size of the business (either number of employees or the annual revenue)
  • Industry 
  • Complexity of your business processes in your industry
  • How savvy are your employees and key stakeholders with ERP systems
    • Experience implementing ERP
    • Experience working in ERP
    • Ability to be curious and a self-learner when hitting roadblocks
  • Number of NetSuite modules that need to be implemented
  • How good your team is at providing detailed requirements
    • Include conditions for certain scenarios
    • Ability to know general technical architecture and flow of data
    • Ability to provide detailed process flow maps for visuals (we recommend using LucidChart for this)

Need Customizations?
  •  Add to quote and provide additional requirements for customization needs during the process. 

Learn how to build your own quote!

Compatibility

  • Requires NetSuite
  • Requires Dunning Module Add-On (licensed add-on)
  • This "project management" section is designed for NetSuite Dunning Letters module implementations