Value Growth
Iterative Changes
Ensure support and resources to make iterative changes to the solution as business needs grow and change.

Planning & Scoping Changes
Define the scope of iterative system changes and formulate a holistic plan to handle configuration, data, integration, and process impacts during implementation.

Deliverable
Change Scope & Plan Document

Ideal Format & Timing
- 2-3 weeks

Key Activities
- Define business, functional, and technical requirements of the changes.
- Align these requirements to business outcomes.
- Assess processes, data, knowledge, and system configuration impacts.

Benefits
- Produces a holistic plan for implementing necessary changes to ensure continuity and success.
- Identifies other projects or change management components necessary to support changes within the system.
Build & Configure Changes
Use outside resources to facilitate necessary changes within the solution.

Deliverable
Scope of Work

Ideal Format & Timing
- Varied based on needs

Key Activities
- Design and prototype the solution for the changes in the scope of work.
- Configure the solution with the updates.
- Address and adjust other areas affected by the change (e.g., updating reports).

Benefits
- Implements the system changes quickly without disrupting internal priorities.
Test & Validate Changes
Perform validation of the changes being implemented, including testing existing use cases to ensure continuity.

Deliverable
Scope of Work

Ideal Format & Timing
- Varied based on needs

Key Activities
- Provide testing in the billing system to ensure compatibility of updates.
- Test integrations and connectors with the updates.
- Perform regression testing on existing use cases to ensure accuracy with updates.

Benefits
- Outside experts perform testing, preventing disruption of internal workflow or resource consumption.
- Ensures comprehensive testing is performed before implementing system changes.
Launch & Transition
Deploy the solution, provide documentation, train team members, and transition ownership to internal stakeholders.

Deliverable
Scope of Work

Ideal Format & Timing
- Varied based on needs

Key Activities
- Deploy changes to the appropriate environments (e.g., sandbox and production).
- Provide hyper-care from go-live through the first billing cycle run.
- Create and update documentation to reflect adjustments.
- Create and provide training to team members.

Benefits
- Documentation and training is provided immediately upon go-live.
- Dedicated support during the transition instills confidence in monthly close cycle.