New Integrations For New/Old Customers
Precondition
Sales/CSM to provide a Statement of Work/BRD for Integration Document to the integration team.
Template for Scope of Work For FT Integrations
Process Steps
Step | Responsible | |
|---|---|---|
| 1 | Once the BRD is received, draft the SOW for Integration using the template | 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 |
| 4 | Sign off on proposed integration plan from customer | CSM/Sales + Integrations team
|
| 5 | Customer IT team Education | Sales/ CSM to share https://freighttiger.atlassian.net/wiki/spaces/FCS/pages/223707142 |
| 6 | Create companies, Generate tokens and user IDs on integration server | Sales/CSM - Raise ticket on Integration Support Portal |
| 7 | Customer queries about APIs, product behaviour, fields, etc | |
| 8 | Generate tokens and user IDs on production server | Sales/CSM - Raise ticket on Integration Support Portal |
| 9 | Master Data Import on integration and production servers | CSM/ Launch team |
| 10 | Raise Jira tickets for all queries and roadblocks. We will do meetings only if issue cant be resolved on ticket. | Integration Team |
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