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PAGE 7 <br />Project Approach <br />During the Initiate and Analyze Phases, Hugo and the <br />CivicRec Implementation Team will work together <br />to determine an ideal project plan based on your <br />department’s goals and contracted items. This <br />includes, at minimum, determining the look and feel of <br />your public page, configuring your accounting settings, <br />importing GL codes, and setting up your payment <br />gateway. It may also include preparing data imports <br />and/or integrations. <br />During the Design and Configure Phase, Hugo will <br />learn the basics of CivicRec through the Standard Core <br />Curriculum Training. Your CivicRec Implementation <br />Consultant will train your team on the necessities of <br />the system and tailor trainings based on your specific <br />needs. It is also expected that Hugo tests every item <br />in the new catalog for practice and quality assurance. <br />During this phase, it is important for Hugo to begin <br />thinking about marketing tactics to promote your new <br />online catalog. <br />After training is complete, Hugo enters the Optimize <br />and Launch Phases, where you will work with the <br />CivicRec Implementation Team to prepare to launch. <br />Both parties will help to ensure all requirements are <br />met for a successful go-live. It will be up to the Hugo to <br />determine when to open the catalog to your community <br />once all implementation tasks are complete. <br /> <br /> Once you are ready to launch to your community, you <br />will place a link on your website to direct customers to <br />your CivicRec catalog and our Technical Support Team <br />will be ready to assist you with any questions you may <br />have. <br />Standard Training Plan <br />A Standard Training Plan covers the bare necessities of <br />learning CivicRec: Configuration, Facilities, Activities, <br />and Daily Operations. During these core curriculum <br />training engagements, your CivicRec Implementation <br />will identify areas of focus required to meet your needs. <br />We recommend anyone that will be working on building <br />out your CivicRec Catalog attend all four training <br />engagements. <br />A final review of your system will occur during your <br />Prep for Launch Meeting in which your team can ask <br />any final questions before being handed off to our <br />Technical Support Team, so you are confident moving <br />forward with your new system and all the resources <br />available to you when implementation is complete. <br />Data Imports <br />A data import of all GL Codes is included in all CivicRec <br />Implementation Packages. CivicRec can also import <br />certain data from your current database to your new <br />CivicRec Catalog, leveraging our custom developed <br />scripts and libraries. Additional data imports include <br />User Accounts, Memberships, Residency Address Lists, <br />Activities, Facilities, and Future Facility Reservations. <br />To benefit from further data imports options, additional <br />fees will apply.