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Client Onboarding: External (Client Facing) Overview

By admin, 2 May, 2012

We have been working on our client onboarding process. You can probably look at each item and figure out what pain point I am trying to address. The biggest part of this process is managing client expectations: explaining why it is in their best interest that we don’t start working ticket the minute we shake hands. I have it roughly broken down into these steps:

  1. Information Gather: Get all the access info we need at one time.
  2. QA Test Criteria: How can our QA tell when the site is working? This is about collecting user cases we can put into selenium
  3. Update Process: Are we doing updates? How often, who gets notified, etc.
  4. Development Process: Are we the sole developers? If not, we either need to put in a release driven process with git process or just send a feature and let the client handle it.
  5. Site Health Check: Run site analysis, code and server review
  6. Task Assessment: Finally discuss in detail what the client wants to do

Internal Onboarding is next: Accounting/HR/Sysadmin: Add into systems, decide lead dev

 

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