Emerging NSO - Setup Process

High-level summary of the steps involved in getting an Emerging NSO Client set up in Flamingo.

Emerging NSO Setup Process 

1. Launch (Video & Short Form) 
   1. Setup Overview & Timeline for Information Gathering 
   2. Define Ownership 
   3. Set Steering Committee Checkpoints 
2. 4-Step Information Gathering Process 
   1. Kickoff Data (was Data Harmonization) 
      1. Gets your financial or QB information ready with proper definitions 
      2. Address Customers, Align Standard Adesso GL Names to Your GL Codes, Unit of Measure, Units/Count, and UPC 
      3. Move customer level/promoted group trade plans from client approach to Flamingo API Template 
      4. Move customer level/new item slotting plans client approach to Flamingo API Template 
   2. Trade Plan Communication (Video) 
      1. All trade plans & slotting plans provided by client to Adesso Flamingo 
      2. Adesso transfers plans to Flamingo  
   3. QuickBooks Connectors (or ERP API’s) 
   4. Setup Wizard (Instructional Video & Written Instructions)
      1. Determine client responsibility & timeline 
      2. Execute
      3. Steering Committee Checkpoint #1 
3. Training 
   1. User Training (Videos)  
      1. The ‘how to’ training such as filtering & navigating Adesso Flamingo
   2. Best Practices / Business Process Training (Extra Phase in Webinars) 
      1. How processes relate to Flamingo TPE usage – the ‘why’ do this 
4. Other Resources 
   1. Standard GL Names & Descriptions 
   2. Dictionary of Deal Types & Payment Types 
   3. Glossary of Terms & Acronyms 
5. Go Live! 
   
   1. Follow-up survey to evaluate setup process & provide feedback & quotes 
   2. Steering committee checkpoint #2 
   3. Transitions from Setup to Live Client Status 
      1. AdessoU – ongoing training, communication, surveys 
      2. OSA – questions & issues all go here 
      3. Settlement – Adesso Settlement Processing Team