S-360 Documentation

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During the onboading phase the contacts from your old system are imported in SecuTix 360. In addition to the contacts, some sales data can be imported in certain cases.

After the onboarding phase, contacts can be updated or new contacts can be imported

Data import process and planning

  1. At the internal project kick-off, the project leader announces which data will be migrate (Individuals contact, structures, selling history as indicators)
  2. The team leader inform the customer and give the links to the documentation in Concluence to the customer
  3. The customer fills the files and gives the data in the SecuTix format to the project leader 
  4. No later than two weeks before milestone J, the project leader creates a kayako data import with the data
  5. If the customer is not able to give the data in the SecuTix format, The customer delivers his format and a special price is communicated to the customer (Ask FLO)
  6. CSVN verifies the data and transforms the data by scripts or excel formulas. There is no individual modification. Every modification is reproducible with the scripts or excel formulas. Only entire columns are modify. No individual modification is done on a line
  7. CSVN imports the data in a development environment to validate the import process. VN correct the scripts and formulas to solve the imports problems.
  8. The quality gate in CSVN verify the log file and the protocol used (scripts and excel formulas applied to transform the data) Actions are taken in CSVN if corrections are necessary
  9. No later than one week before milestone J, CSVN import the data into the pre production environment (pre condition: The copy of data Institution and basic configuration) from prod – to preprod is done before.
  10. CSVN update the kayako with the list of non-imported data (Log file), set the kayako to “final validation” and set the owner to the project leader
  11. J-2: The customer validate the data import in pre-production
  12. Optionally, to import recent data, the customer has the possibility to give a second full data extraction at J-1 in the same format than the first data extraction. VN execute the same scripts on the data.
  13. J : CSVN imports the data in production
  14. CSVN update the kayako with the list of non-imported data (Log file), set the kayako to “final validation” and set the owner to the project leader
  15. The project leader validates the import, transmits to the customer and set the kayako to “solved”. 

 

Data planning

J-14: The customer deliver the cleaned data in SecuTix format

J-7  : CSVN imports the data in the pre production environment

J-2  : The customer validate the data import in production n

J:    : CSVN import the data in the production environment

 

 

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