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Trigger upon appointment with SurgeonCreate + UpdateTrigger upon association fo C32 Product FamilyCreate + Update | incl. PricesCreate Affaire/Sales OrderDiscriminate Consultation/SurgeryAffaire sublist to DentalTap AppointmentWebHookZoho Flow ConversionCRM FunctionIdentify matching Affaire/SO from AppointmentMatch Treatment to ProductsUpdate SOWebHookZoho FlowCRM FunctionIdentify matching Affaire/SO from AppointmentMatch Treatment to ProductsCreate/Update QuoteProposal Merge TemplateZoho WriterPDF generation/Storage/ShareFamilies updatesGroupe updatesAffaireQuoteInclude external IDSales OrderSales OrderInvoice
Scope
Scope
Scope Item
Details
DentalTap Team
Paoma
Ch32
Paoma Workload
Range Weeks
Open Milestone
CloseMilestone
Parents
Name
Start On
End On
Scope Item
Details
DentalTap Team
Paoma
Ch32
Paoma Workload
Range Weeks
Open Milestone
CloseMilestone
Parents
Name
Start On
End On
DentalTap Features Customisation
1
Implementation
Lead
Manage
Contribute
3
Licensing Activation
Working Model
DentalTap Features Customisation:
Implementation
2023-07-22
2023-08-12
0
Dental Data
9
Contacts/Patients Data Preparation
Manage
Lead
3
Kick-Off
Licensing Activation
Dental Data:
Contacts/Patients Data Preparation
2023-07-01
2023-07-22
Products/Services - Treatement Data Preparation
Manage
Lead
3
Kick-Off
Licensing Activation
Dental Data:
Products/Services - Treatement Data Preparation
2023-07-01
2023-07-22
Dental Practice (Procedures, Treatments....)
Contribute
Manage
Lead
3
Kick-Off
Licensing Activation
Dental Data:
Dental Practice (Procedures, Treatments....)
2023-07-01
2023-07-22
Extract Julie Data - 1
Manage
Contribute
2
Staging Mode 1
Staging Mode 2
Onboarding Call 1
Dental Data:
Extract Julie Data - 1
2023-09-16
2023-09-30
Process Julie Data - 1
Lead
Contribute
1
Staging Mode 1
Staging Mode 2
Extract Julie Data - 1
Dental Data:
Process Julie Data - 1
2023-09-16
2023-09-23
Import Legacy Data -1
Lead
Manage
Contribute
1
Staging Mode 1
Staging Mode 2
Process Julie Data - 1
Dental Data:
Import Legacy Data -1
2023-09-16
2023-09-23
Extract Julie Data - 2
Manage
Contribute
2
Staging Mode 2
Production Mode
Onboarding Call 2
Dental Data:
Extract Julie Data - 2
2023-09-30
2023-10-14
Process Julie Data - 2
Lead
Contribute
1
Staging Mode 2
Production Mode
Extract Julie Data - 2
Dental Data:
Process Julie Data - 2
2023-09-30
2023-10-07
Import Legacy Data -2
Lead
Manage
Contribute
1
Staging Mode 2
Production Mode
Process Julie Data - 2
Dental Data:
Import Legacy Data -2
2023-09-30
2023-10-07
0
Platforms Integration
7
DentalTap API Service & Authentication
Contribute
Lead
8 hrs
1
Licensing Activation
Working Model
DentalTap API Service & Authentication
Platforms Integration:
DentalTap API Service & Authentication
2023-07-22
2023-07-29
Appointments Workflow
Lead
Contribute
3 hrs
1
Licensing Activation
Working Model
DentalTap API Service & Authentication
Platforms Integration:
Appointments Workflow
2023-07-22
2023-07-29
Contacts/Patients:
Lead
3 hrs
1
Licensing Activation
Working Model
DentalTap API Service & Authentication
Platforms Integration:
Contacts/Patients:
Trigger upon appointment with Surgeon
Create + Update
2023-07-22
2023-07-29
Products/Services
Lead
3 hrs
1
Licensing Activation
Working Model
DentalTap API Service & Authentication
Platforms Integration:
Products/Services
Trigger upon association fo C32 Product Family
Create + Update | incl. Prices
2023-07-22
2023-07-29
Appointment Process
Lead
8 hrs
2
Licensing Activation
Working Model
Appointments Workflow
DentalTap API Service & Authentication
Platforms Integration:
Appointment Process
Create Affaire/Sales Order
Discriminate Consultation/Surgery
Affaire sublist to DentalTap Appointment
2023-07-22
2023-08-05
Treatment Activities
Contribute
Lead
8 hrs
3
Licensing Activation
Working Model
DentalTap API Service & Authentication
Platforms Integration:
Treatment Activities
WebHook
Zoho Flow Conversion
CRM Function
Identify matching Affaire/SO from Appointment
Match Treatment to Products
Update SO
2023-07-22
2023-08-12
Treatment Plan
Contribute
Lead
24 hrs
5
Licensing Activation
Working Model
DentalTap API Service & Authentication
Platforms Integration:
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
2023-07-22
2023-08-26
2 days
CEOI CRM Amendments
6
Add C32 Users in GW
Lead
Contribute
1
Kick-Off
Staging Mode 1
CEOI CRM Amendments:
Add C32 Users in GW
2023-07-01
2023-07-08
Add C32 Users in Zoho
Lead
Contribute
1
Kick-Off
Staging Mode 1
CEOI CRM Amendments:
Add C32 Users in Zoho
2023-07-01
2023-07-08
Connect Users to Chirurgien Data Object in CRM
Lead
Contribute
2
Kick-Off
Staging Mode 1
CEOI CRM Amendments:
Connect Users to Chirurgien Data Object in CRM
2023-07-01
2023-07-15
Products
Lead
Contribute
2
Licensing Activation
Working Model
CEOI CRM Amendments:
Products
Families updates
Groupe updates
2023-07-22
2023-08-05
Sales Cycle Simplification
Lead
Contribute
4
Licensing Activation
Working Model
CEOI CRM Amendments:
Sales Cycle Simplification
Affaire
Quote
Include external ID
Sales Order
2023-07-22
2023-08-19
Inventory Templates
Lead
Contribute
4
Licensing Activation
Working Model
CEOI CRM Amendments:
Inventory Templates
Sales Order
Invoice
2023-07-22
2023-08-19
0
General DentalTap Configuration
4
Users & Permissions
Lead
Contribute
2 hrs
2
Licensing Activation
Working Model
General DentalTap Configuration:
Users & Permissions
2023-07-22
2023-08-05
Graphics
Lead
Contribute
2 hrs
2
Licensing Activation
Working Model
General DentalTap Configuration:
Graphics
2023-07-22
2023-08-05
API Tokens & WebHooks
Lead
2 hrs
2
Licensing Activation
Working Model
General DentalTap Configuration:
API Tokens & WebHooks
2023-07-22
2023-08-05
Others
Lead
2 hrs
2
Licensing Activation
Working Model
General DentalTap Configuration:
Others
2023-07-22
2023-08-05
8 hrs
Project Management
1
General Planning and Tracking
Lead
16 hrs
Kick-Off
Final
Project Management:
General Planning and Tracking
2023-07-01
2023-11-11
16 hrs
Onboarding
4
Self-Paced Training
Contribute
Manage
Lead
2
Working Model
Staging Mode 1
Onboarding:
Self-Paced Training
2023-08-26
2023-09-09
Onboarding Call 1
Lead
Manage
Contribute
3
Working Model
Staging Mode 1
Self-Paced Training
Onboarding:
Onboarding Call 1
2023-08-26
2023-09-16
Onboarding Call 2
Lead
Manage
Contribute
3
Working Model
Staging Mode 2
Onboarding Call 1
Onboarding:
Onboarding Call 2
2023-08-26
2023-09-16
Live
Contribute
Manage
Lead
4
Production Mode
Final
Onboarding:
Live
2023-10-14
2023-11-11
0
3 days
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