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Step 5. Pre-installation meeting

Project management: Post order phase

What is the purpose of the pre-installation meeting?

  • The pre-installation meeting is extremely important as it is the first opportunity to discuss the customer’s system requirements with the customer’s representatives.

Points to remember when arranging a pre-installation meeting?

  • The projects team will email the following document prior to the meeting:

    PDF Document Download
    timeware brochure 2020
    Preparing for your pre-installation meeting with the timeware® Professional technician
    Code: t2-0506
     
  • The projects team must ensure that the correct customer representatives will be present at the meeting.

Which members of the timeware® team should attend the pre-installation meeting?

  • A member of the implementation team, usually the same person that completed the demonstration.

What is the dress code for the pre-installation meeting?

  • Smart office.

  • White shirt with timeware® tie.

  • Polished shoes.

Where can the pre-installation meeting take place?

  • Customer's offices.

  • Remotely using remote presentation software.

What documents are required for the pre-installation meeting?

  • PDF Document Download
    Demonstration notes
    Code: t2-0504
     
  • Word Document Download
    Demonstration report Code: t2-0510
    Demonstration report.
    Code: t2-0510
     
  • PDF Document Download
    timeware® Professional Software Customisation Notes
    Customisation notes
    Code: t2-0511
     
  • Word Document Download
    Customisation report Code: t2-0512
    Customisation report
    Code: t2-0512
     
  • PDF Document Download
    Site survey notes
    Code: t2-0528 & t2-0529
     
  • Word Document Download
    timeware® professional site survey report Code: t2-0529
    Site survey report
    Code: t2-0529
     
  • Word Document Download
    Quotation summary report Code: t2-0508
    Quotation summary report
    Code: t2-0508
     
  • Copy of the customer quotation

  • PDF Document Download
    Preparing for your pre-installation meeting with the timeware® Professional technician
    Preparing for your pre-installation meeting with the timeware® Professional technician
    Code: t2-0506
     

What equipment is required for the pre-installation meeting?

Following the pre-installation meeting

  • The timeware® technician prepares the pre-installation report, incorporating the demonstration, customisation and site survey report and passes to the projects team.

  • Word Document Download
    Pre-installation report
    Pre-installation report
    Code: t2-0518