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Q: What is the threshold, in PS

dollars and days, for a large


A: $150,000 or 104 days

Q: Who loads signed contract

into SFDC?

A: Sales Engineer

Q: Who loads the SOW into


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

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

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

Q: What are the two

deliverables for the Blueprint

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

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

A: Use case and design spec.

Clear use case, QA script,
project dependencies on other

Q: At least four items need to

be addressed when making
customization notes. What are

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

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

A: System Hand Over and UAT

Tracking Set Up

Q: Who is responsible for

deciding the BMI rollout

A: The client

Q: An admin training guide is

typically made up of what

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

A: Customer Sat Survey,

Customer Reference Letter

Q: What are the two live

announcements that should be

A: All Hands announcement,

and PPT slide for headquarters
Administrative Assistant.