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Q: What is the threshold, in PS

dollars and days, for a large


project?

A: $150,000 or 104 days

Q: Who loads signed contract


into SFDC?

A: Sales Engineer

Q: Who loads the SOW into


SFDC?

A: Sales Engineer

Q: During which meeting will


project details and
implementation assumptions be
passed from Sales to PS?

A: Hand-off Meeting

Q: After a contract has been


signed, what is the first step to
commissioning the BMI
environment and who is
responsible for it?

A: Open Ticket with Ops for Site


Setup; Project Owner

Q: The list of issues and risks


should be started during which
event?

A: Sales-PS Hand-off

Q: Key project strategies like


project escalation paths, project
stakeholder identification, and
project roles are located in
which document?

A: Project Governance
Document

Q: What object needs to be


created in SFDC for anyone
from the client that needs a
Customer Support license?

A: Contact Object

Q: Who should be present on a


PS Kickoff call?

A: BMI PS team, BMI CSM, client


team, and original SE team

Q: Which three items should be


completed during the
Foundation phase so that onsite
sessions during the blueprint
phase will go more smoothly?

A: Admin Orientation, User


Orientation, Client Homework
Assignments

Q: What are the two


deliverables for the Blueprint
Phase?

A: Detailed Design Document


and project timeline

Q: When is it recommended
that IT-oriented clients attend
Admin Essentials training?

A: Beginning of Blueprint Phase.

Q: Besides the PS team, which


team should be invited to the
design sessions with the client?

A: SE team

Q: Changes in scope concerning


Workflows, CRM/ERP
integration, etc. should be
cleared with which team?

A: SE team

Q: What should be considered


when deciding between
Advanced and Simple rules in
the the Blueprint phase?

A: Client admin technical level


and familiarity with BMI
administration

Q: Architecture review should


be done with which team?

A: Dev and PM

Q: Who are typically present


during Blueprint Complete
Steering Meetings?

A: Project owner, SA, Director of


PS, Client project team, etc.

Q: What is the final deliverable


for the construct phase?

A: A fully constructed and unit


tested BMI application

Q: What is done during a


Development Kickoff in the
Construct phase?

A: Review engineer skill sets,


prepare Orientation Materials to
get engineers aquatinted with
project, hold Engineer
Orientation Meeting.

Q: What documents should PS


engineers make sure they have
before starting implementation
work? Bonus: What aspects of
that particular deliverable
should be clarified before
starting?

A: Use case and design spec.


Clear use case, QA script,
project dependencies on other
deliverables

Q: At least four items need to


be addressed when making
customization notes. What are
they?

A: What the customization is,


where it is, why it was needed,
and how it is to be maintained.

Q: What is the default client


training strategy? Exceptions
must be approved by whom?

A: Train the trainer. Exceptions


go to Director of PS and SE
team.

Q: What is the final deliverable


of the inspect phase?

A: A fully constructed and User


Accepted BMI application.

Q: Before User Acceptance can


be started, what two key
dependencies must be
completed?

A: System Hand Over and UAT


Tracking Set Up

Q: Who is responsible for


deciding the BMI rollout
schedule?

A: The client

Q: An admin training guide is


typically made up of what
components?

A: Customization notes from


engineers as well as further
detail provided by SAs and
engineering leads.

Q: What should be included on


Escalation Path Documents?

A: BMI and Client names and


contact information as well as
roles and responsibilities for
those team members.

Q: Which two feedbackgathering documents should be


sent to the customer after Go
Live?

A: Customer Sat Survey,


Customer Reference Letter

Q: What are the two live


announcements that should be
made?

A: All Hands announcement,


and PPT slide for headquarters
Administrative Assistant.