Contents
Acquisition Implementation
Add on Modules Implementation
Alarm Automation Go Live Implementation
AlarmBiller Go Live
Consulting Hours
Custom Development Implementation
Data Conversion Implementation
Iaas
Licensing Implementation Alarm Monitoring
Licensing Implementation Business Management
Managely
Manitou Server Reinstallation
ManitouLITE Go Live
MediaGateway Installation
MediaGateway Reinstallation
Paas Cloud w/ Data Conversion
Paas Cloud w/o Data Conversion
Paas Existing Manitou Customer
PBX Installation Template
QuoteWerks Add On Licensing
SaaS Cloud w/ Data Conversion
SaaS Cloud w/o Data Conversion
SaaS Existing Manitou Customer
SedonaOffice Implementation
SedonaOffice Server Migration
SedonaOffice Server Reinstallation
SI_Plan Appliance
SI_Plan CyberReport
Single Product Install
stages- Custom Development Implementation
stages- Implementation
Stealth Server Installation
SX App for SO
WeSuite Project Template
Purpose
The purpose of this article is to describe the scenarios in which Services uses each type of project template. This will assist the Project Coordinator during project creation from Opportunities
Important Note: With the release of Template version control, the links to the template below may no longer link to the most current version of the template if the template was updated. Search for the same template name and locate the template with the highest Rev# at the end of the name.
Acquisition Implementation
Used when an AlarmBiller or SedonaOffice customer acquires a new customer and needs to bring their acquisition's data into their application.
Template: Acquisition Implementation
Add on Modules Implementation
Use for all add-on modules for AlarmBiller, SedonaOffice, Manitou, Sims EXCEPT Sedona-X see SX App for SO for Sedona-X module.
Template: Add On-Modules Implementation
Alarm Automation Go Live Implementation
Use for new server implementations for Manitou and Sims projects.
Template: Alarm Automation Go-Live Implementation
AlarmBiller Go-Live
Use for new AlarmBiller Implementations:
Template: AlarmBiller Go-Live
Consulting Hours
Use this template for projects that were sold with consulting hours only.
Template: Consulting Hours
Custom Development Implementation
Can be used for any product line EXCEPT stages (see stages Customer Development ), when the customer requires custom development to their pre-existing implementation.
Template: Custom Development Implementation
Data Conversion Implementation
Can be used for any product line when the customer only requires data conversion services.
Template: Data Conversion Implementation
Return to Contents
Iaas Project
Used for Manitou and Sims Cloud projects.
Template: IaaS Project
Licensing Implementation - Alarm Monitoring
Use this template for additional license requests for Alarm Monitoring add on licenses
Template: Licensing Implementation Alarm Monitoring
Licensing Implementation - Business Management
Use this template for additional license requests for all Business Management products including related add-on modules
Template: Licensing Implementation Business Management
Managely Go Live
Use these templates for all Managely new customer implementations.
Template: Managely Go-Live w/ Conversion
Template: Managely Go-Live w/o Conversion
Manitou Server Reinstallation
This template is used for reinstallation of Manitou Servers
Template: Manitou Server Reinstallation
ManitouLITE Go Live
Use this template for ManitouLite upgrades, new implementations, and Manitou projects without data conversion.
Template: ManitouLITE Go-Live
MediaGateway Installation
Use this template for a new MediaGateway (Server Install).
Template: MediaGateway Installation
MediaGateway Reinstallation
Use this template or a new MediaGateway (Server Install).
Template: MediaGateway Reinstallation
Paas Cloud w/ Data Conversion
Use this template for a new Manitou Cloud PaaS sold with data conversion.
Template: PaaS - Cloud w/ Data Conversion
Paas Cloud w/o Data Conversion
Use this template for a new Manitou Cloud PaaS sold without data conversion. The customer is either doing "manual" data entry and/or upgrading from Manitou On Premise to Manitou Cloud.
Template: PaaS - Cloud w/o Data Conversion
PaaS Existing Manitou Customer
Use this template for implementing Paas for an existing Manitou Customer
Template: Paas - Existing Manitou Customer
PBX Installation Template
Use this template when a customer purchases PBX Standard and/or PBX Enterprise.
Template: PBX Installation Template
QuoteWerks Add On Licensing
This template is used when a customer purchases additional QuoteWerks Licenses
Tempate: QuoteWerks Add On Licensing
Saas Cloud w/ Data Conversion
Use this template for a new Manitou Cloud SaaS sold with data conversion.
Template: SaaS - Cloud w/ Data Conversion
Saas Cloud w/o Data Conversion
Use this template for a new Manitou Cloud SaaS sold without a data conversion. The customer is either doing "manual" data entry and/or upgrading from Manitou On Premise to Manitou Cloud.
Template: SaaS - Cloud w/o Data Conversion
SaaS Existing Manitou Customer
This template is used for implementing SaaS for an existing Manitou customer
Template: SaaS - Existing Manitou Customer
SedonaOffice Implementation
Use this template for net new SedonaOffice implementations.
Template: SedonaOffice Implementation Project Template
SedonaOffice Server Migration
Use this template for SedonaOffice server migrations from an on prem to a cloud environment
Template: SedonaOffice Server Migration
SedonaOffice Server Reinstallation
Use this template for SedonaOffice server reinstallations
Template: SedonaOffice Server Reinstallation
SI_Plan Appliance
Use this for stages related product when an appliance is sold.
Template: SI_Plan_Appliance
SI_Plan CyberReport
Use this for stages related product CyberReport when sold.
Template: SI_Plan_CyberReport
Single Product Install
Use this template for Alarm Monitoring and on projects that involve a single product: a server reinstall, OpenVoice, or Training Gym.
Template: Single Product Install
stages- Custom Development Implementation
Use for stages projects when there is a custom development request.
Template: stages - Custom Development Implementation
stages- Implementation
Use this for net new stages implementations.
Template: stages - Standard Implementation
Stealth Server Installation
Use this for Alarm Monitoring projects that require a Stealth Server installation
Template: Stealth Server Installation
SX App for SO
Use this template for Sedona-X implementations when the customer uses SedonaOffice. If the customer is a Managely or AlarmBiller customer, please use the "add on module " template
Template: SX App for SO
WeSuite Project Template
Use this template when the customer is purchasing WeSuite and already has Financial Management software in place.
Template: WeSuite Project Template
