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Sales/CSM to provide a Statement of Work/BRD for Integration Document to the integration team.

Info

Template for Scope of Work For FT Integrations

Click to open

Process Steps

Step

Responsible

1
Draft

Once the BRD is received, draft the SOW for Integration using the template

CSM,

Integration team, Customer

.

and CSM

2

Raise Integration Ticket

Sales/CSM - Raise ticket on Integration Support Portal

3

Provide a milestone plan and an Estimated Due Date of Completion of Integration

Integration team

3Publish SOW for Integration in FT CRM and share the same with Integration team
4

Sign off on proposed integration plan from customer

CSM/Sales

.

+ Integrations team

4

5

Customer

Developer

IT team Education

.

Any new customer developer getting involved in integration should complete this tutorial before raising queries.

Sales/ CSM to share Getting Started Tutorial for Developers

5
6

Create companies, Generate tokens and user IDs on integration server

Sales/CSM - Raise ticket on Integration Support Portal

6
7

Customer queries about APIs, product behaviour, fields, etc

  1. CSM to share right https://freighttiger.atlassian.net/wiki/spaces/FCS with customer

  2. Raise ticket on Integration Support Portal

78
8

Generate tokens and user IDs on production server

Lego team

Sales/CSM - Raise ticket on Integration Support Portal

9

Master Data Import on integration and production servers

Lego

CSM/ Launch team

9
10

Raise Jira tickets for all queries and roadblocks. We will do meetings only if issue cant be resolved on ticket.

Integration Team