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Methodologies and ImplementationsWaterfall Implementation Methodology
Requirements Survey
In this stage, we will detail the business requirements previously defined by the client and which will be configured in the solution. Our team is always instructed to explain the system to the client in order to minimize customizations and work with the product in the most native way possible.
Development
Development refers to a process of configuring and adapting the system. In other words, the methodology aims to prepare the data-loaded environment for use by users with specific roles and visibility, as well as allowing the screens and native entities of the products to have an appearance and usability appropriate to the needs of end users. The development of integrations can also occur at this stage.
Training & Go Live
The training consists of one or more workshops with sessions for up to five users, with the creation of material covering the system navigation processes, in accordance with the modules requested by the client. The number of classes and scope of the training will be defined together with the client.
Prototyping & Validation
At this stage, our consultants will develop and document small pieces of the requirements to demonstrate, as closely as possible to the final result, what will be developed.
Testing & Documentation
To ensure delivery of a fully functional solution, the project team will meet with the customer's project team to finalize approval of the configured product and allow it to go into production. At this stage, new data will also be uploaded.
Assisted Operation & Post-Implementation Support
Part of the team that participated in the implementation project will monitor and support the first few weeks of using the solution. In addition, if the customer has contracted TaskIT's support service, it can be activated at the end of the assisted operation.
Agile Methodology
01 - Requirements Survey
In this activity, we are responsible for understanding the requirements to be developed within the Sprint, together with the client's key users. In order to act in an agile manner, the client must already have their workflow finalized, in detail (automations, fields, forms, etc.). Our team will present the system in the most native way possible and provide solutions that minimize the level of Smartsheet customization.
02 - Prototyping & Validation:
Our team will be responsible for developing small parts of the requirements requested by the client, giving the client a closer view of the final product. The client must validate and confirm our understanding before we can move forward with the development of the requirement.
03 - Development, Testing, and Review of Requirements:
With the prototypes validated by the client, our team will be responsible for configuring, testing, and reviewing the items developed. The review takes place in conjunction with the contractor.
04 - Data Loading (Optional)
At the end of each Sprint, a spreadsheet will be sent with all the fields that will be used by the client, as well as its format and operating parameters. The Client will be responsible for adapting the data from their systems and sending it in the requested format.
05 - Training
At the end of each sprint, key customer users, supported by the project team, will conduct training with end users of the developed features. If there are improvements or new developments, the topics will be collected and added as improvements for future developments.