Features
   Contact Mgmt
   Task Mgmt
Pricing
Case Histories
Requirements
Analysis/Planning
Training
FAQ


Clientware is a sophisticated, enterprise application with many features, some of which may only be used by partners, senior staff or administrators. Training is an integral part of installation and implementation and we recommend that one specific person be assigned the role of owner or champion of the system. This person is responsible for in-house support and may also undertake general user training.

The planning stage will ensure effective implementation of the system and assist in knowledge transfer with regard to the underlying data structure. It includes consideration of the various set-up decisions which must be made, and their impact on management of work, search capabilities etc.

The following schedule is intended for the system owner and up to two other staff members. Depending on specific circumstances, the estimate hours may be higher or lower than anticipated. Additional training can be arranged as required.

Topic

Sessions

Estimated Hours

Planning (champion and administrator)

2

3.00

Contacts

3

9.00

Tasks/Projects

1

3.00

Searches, Mailings, Lists

1

3.00

System Settings

1

3.00

Total

 

21.00

 

 

 


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