Implementation || Kickoff Meeting

Welcome to the start of your DialSource Implementation! Our Professional Services experts look forward to partnering with you and your team on a successful implementation.

The Kickoff Meeting serves as our formal introduction as well as is the official start of your DialSource implementation. Below is the high-level agenda for our kickoff meeting.

Topic	Description	Requirements
Introductions	Meet your DS project team Introduce your project team to DS	CTI User and Project Resource Template
Professional Services Methodology	Review the DS five-phase approach	Service Operations presentation
Project Plan	Assign owners to each action item Establish mutually agreed upon dates	KROW Project Plan
DialSource Users	Understand and identify team members who will be using DS	CTI User and Project Resource Template
Recurring Project Meeting	Establish a recurring weekly project meeting	Meeting Invite

In preparation of the kickoff meeting, please complete & return the CTI User and Project Resource Template (attachment below).

CTI User List - team members who will require access to and/or will be a DS Denali user
Project Resources - team members committed to (a successful) project

Our Professional Services experts are excited to take over from here and look forward to speaking with you soon!

CTI User and Project Resource Template.xlsx
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