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Planning
Milestones
Milestones
Name
Override Date
Opening Scope Items
Closing Scope Items
Name
Override Date
Opening Scope Items
Closing Scope Items
1
Kick-Off
2023-07-01
Add C32 Users in GW
Add C32 Users in Zoho
Connect Users to Chirurgien Data Object in CRM
Contacts/Patients Data Preparation
Products/Services - Treatement Data Preparation
Dental Practice (Procedures, Treatments....)
General Planning and Tracking
2
Licensing Activation
DentalTap API Service & Authentication
Appointments Workflow
Contacts/Patients:
Trigger upon appointment with Surgeon
Create + Update
Products/Services
Trigger upon association fo C32 Product Family
Create + Update | incl. Prices
Appointment Process
Create Affaire/Sales Order
Discriminate Consultation/Surgery
Affaire sublist to DentalTap Appointment
Treatment Activities
WebHook
Zoho Flow Conversion
CRM Function
Identify matching Affaire/SO from Appointment
Match Treatment to Products
Update SO
Treatment Plan
WebHook
Zoho Flow
CRM Function
Identify matching Affaire/SO from Appointment
Match Treatment to Products
Create/Update Quote
Proposal Merge Template
Zoho Writer
PDF generation/Storage/Share
Products
Families updates
Groupe updates
Sales Cycle Simplification
Affaire
Quote
Include external ID
Sales Order
Inventory Templates
Sales Order
Invoice
Users & Permissions
Graphics
API Tokens & WebHooks
Implementation
Others
Contacts/Patients Data Preparation
Products/Services - Treatement Data Preparation
Dental Practice (Procedures, Treatments....)
3
Working Model
Self-Paced Training
Onboarding Call 1
Onboarding Call 2
DentalTap API Service & Authentication
Appointments Workflow
Contacts/Patients:
Trigger upon appointment with Surgeon
Create + Update
Products/Services
Trigger upon association fo C32 Product Family
Create + Update | incl. Prices
Appointment Process
Create Affaire/Sales Order
Discriminate Consultation/Surgery
Affaire sublist to DentalTap Appointment
Treatment Activities
WebHook
Zoho Flow Conversion
CRM Function
Identify matching Affaire/SO from Appointment
Match Treatment to Products
Update SO
Treatment Plan
WebHook
Zoho Flow
CRM Function
Identify matching Affaire/SO from Appointment
Match Treatment to Products
Create/Update Quote
Proposal Merge Template
Zoho Writer
PDF generation/Storage/Share
Products
Families updates
Groupe updates
Sales Cycle Simplification
Affaire
Quote
Include external ID
Sales Order
Inventory Templates
Sales Order
Invoice
Users & Permissions
Graphics
API Tokens & WebHooks
Implementation
Others
4
Staging Mode 1
Extract Julie Data - 1
Process Julie Data - 1
Import Legacy Data -1
Add C32 Users in GW
Add C32 Users in Zoho
Connect Users to Chirurgien Data Object in CRM
Self-Paced Training
Onboarding Call 1
5
Staging Mode 2
Extract Julie Data - 2
Process Julie Data - 2
Import Legacy Data -2
Extract Julie Data - 1
Process Julie Data - 1
Import Legacy Data -1
Onboarding Call 2
6
Production Mode
Live
Extract Julie Data - 2
Process Julie Data - 2
Import Legacy Data -2
7
Final
General Planning and Tracking
Live
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