Purpose
One of the many steps required to implement a product for a new customer implementation or new customer acquisitions is getting the customer's current data converted into our products. This requires the sharing of large data files that email cannot handle.
To prevent delays in data sharing, a folder is created for each customer’s data and shared with the Data Conversion resource and customer. This document provides the user with information on setting up a file for new projects.
Process
To create a folder for customer data:
Open Microsoft Teams
Locate the Bold-Data Conversion Group Team in Microsoft Teams
General Channel
Select Files
Select the appropriate product folder
SedonaOffice New Implementations – SO Enterprise Projects
SedonaOffice Acquisitions – SO Acquisitions
Manitou – Manitou Data Conversions
AlarmBiller – AlarmBiller
Share the file location with the Data Conversion resource assigned to the project and the customer during the mapping training conversation
