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Through our many years of experience in implementing Protean, we have developed an implementation approach that is designed to mitigate the risks traditionally associated with projects of this nature.   Prime (Protean Implementation Methodology) ensures that all of our project managers and consultants work to a set of common standards, and also helps our clients understand their role in a successful implementation.

The implementation methodology that we use is based on a packaged deployment solution with a broad scope of features targeted at companies looking for rapid implementation with reduced costs and limited manpower. Our methodology is specifically designed to support customers that generally employ commonly used industry best practices in the service sector to quickly become more efficient and productive without requiring extensive human and financial resources. It does this by using extensive pre-configuration and a functional role-based focus.

The Protean Implementation Methodology has six phases & the duration of each phase will depend on the nature of the project. Each phase is mandatory & needs to be performed in the following order:

  1. Project kick-off meeting – Conference call with all stakeholders to give an overview of the entire project
  2. Scoping meeting – To define the implementation and determine what is in & out of scope, including data & reporting.  Following this meeting, a process definition is identified & a Statement of Work (SOW) is created to be signed off before commencement of the next stage. 
  3. System Configuration & Implementation – The Protean database is prepared and a remote installation of the software is then scheduled and undertaken on the customers’ network.
  4. Training – Depending on the implementation requirements training sessions are then agreed upon based on both parties availability to cover off specific areas of Protean including Maintenance, Stock, Hire (if required), Jobs, Accounts integration, Engineer Mobile Device & CRM.  User Acceptance Testing (UAT) is typically the last phase of the software testing process and allows actual software users to test the software to make sure it can handle required tasks in real-world scenarios, according to specifications. 
  5. Go Live Activities – Any customer data which has been previously discussed & provided is converted as part of the go-live process & loaded onto the system.  This is followed by a post-implementation review session and any follow-up actions are undertaken.
  6. Support phase – Sign off of project documentation by the customer on go-live & hand over of the live customer to the Protean support team.

Whilst the methodology will enable organisations to implement based on “best practice”, each part of the system can be tailored to the individual requirements of the client. The company will not have to take the configuration exactly as it is provided for each of the functional areas, but this enables companies to get operational quickly and only alter the configuration that is required for their specific processes.