Implementation & Training
A guided path from kickoff to go-live.
A structured onboarding experience guided by a dedicated Project Manager from day one. Five phases, one team beside you the entire way.
How It Works
Five phases. One dedicated PM.
From environment setup to go-live — with a dedicated Project Manager guiding every milestone.
Pre-Launch
Environment Setup
Ai2000 team
Ongoing
PM & Kickoff
Your PM
Step 1
Master Files
Client + Ai2000
Step 2
Process Review
Client lead
Step 3
Testing & Training
All teams
Pre-Launch
Environment Setup
Server build
Infrastructure provisioned for your organisation.
Database setup
Test environment configured and validated.
Access & credentials
Upload permissions and login delivery.
Instructions sent
All docs and upload guides emailed to you.
Step 1
Master Files
Chart of accounts
GL structure, cost centers, entities.
Vendor & customer lists
Master records uploaded and mapped.
Item / product catalog
SKUs, descriptions, pricing tables.
Historical data
Prior period imports for benchmarking.
Step 1 files form the foundation — all subsequent training builds on these records.
Step 2
Process Review & Reporting Config
Workflow mapping
Document and review current processes for each department.
Report design
Define layout, filters, and KPIs for each team's output.
Dashboard preferences
Configure views tailored to each department's needs.
Approval sign-off
Client reviews and approves all output specifications.
Output: Approved report & dashboard specifications.
Step 3
Testing & Team Training
UAT sessions
User acceptance testing conducted by each department.
Staff training
Role-based walkthroughs and reference guides provided.
Issue logging
Feedback captured in real time and resolved by the team.
Go-live readiness
Sign-off checklist completed before production launch.
Deliverable: Go-live sign-off.
Your Dedicated Project Manager
One consistent point of accountability.
Assigned before day one, present through go-live and beyond.
Kickoff call
Introductions, roles, and primary contacts confirmed.
Client lead confirmed
Your main point of contact identified on both sides.
Meeting cadence
Regular check-ins scheduled throughout the project.
Escalation path
Clear contacts for issues, changes, and approvals.
Your PM stays with you through all three steps and beyond.
Ready to Get Started?
Here's the path from kickoff to go-live.
- 1
Ai2000 provisions your server & database test environment.
- 2
You receive all instructions and upload guides.
- 3
Step 1 master files are loaded and verified.
- 4
Step 2 process & reporting review is completed.
- 5
Step 3 training and testing leads to go-live sign-off.