Our Methodology

Failure to plan is a plan to fail

Our Professional Services team has deep knowledge of the product and best practices for implementation.  We work in conjunction with your services team to ensure a successful implementation for your customer.  Our implementation methodology works within your team’s project plan.

The implementation methodology that CHI Prime follows has been subject to continuous improvement since we began.  Components of the methodology have evolved to keep pace with new technologies in hardware, software, and management.  The overall approach described is tailored for the specific customer.  However, the periodic review points and final customer approval are always considered mandatory.

CHI Prime’s projects are often performed with a pre-defined implementation due date.  In such an environment, it is critical that the assignments are completed on time, within budget, and in a quality manner.

In order to achieve these goals, we developed a logical approach to implementation.  The approach allows an environment that provides proper planning, management, control, review, and customer approval.  In addition, the methodology must suit the customer organization.  To this end, implementation of the methodology begins with a review of the customer’s organization, policies, technology, and existing standards.  As a result of this process, a “custom” version of the methodology which has been approved by the customer is used for that particular project.

CHI Prime’s implementation methodology consists of six major components:

Discovery and Planning

This component of CHI Prime’s methodology includes reviewing the customer operations, setting and prioritizing goals, developing detailed implementation plans, structuring the project and assigning responsibilities.

Design and Configuration

This component of CHI Prime’s methodology includes project team education, planning and structuring the initial testing environment, conducting the initial testing, identifying required procedures, and identifying any potential customizations.

Documentation (Operating Procedures)

This component of CHI Prime’s methodology includes developing and revising business policies and procedures, further development of the test database, and validating written procedures from the initial testing.

Testing (Conversion, Mapping, and Customization)

This component of CHI Prime’s methodology includes developing final cutover plans, mapping and specifications, developing and testing the data conversion programs, developing and testing customizations, and manual data entry.

End User Training and Deployment

This component of CHI Prime’s methodology includes detailed end-user training, pre-implementation review, finalizing and adjusting the Deployment plan, and final conversion.

Post Implementation Review

This component of CHI Prime’s methodology includes a formal project review, assessing end user proficiency, verifying compliance with procedures, assessing system performance, and identifying any next steps.