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Planning

Scope

Scope
3
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:
Trigger upon appointment with Surgeon
Create + Update
​
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
Trigger upon association fo C32 Product Family
Create + Update | incl. Prices
​
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
Create Affaire/Sales Order
Discriminate Consultation/Surgery
Affaire sublist to DentalTap Appointment
​
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
WebHook
Zoho Flow Conversion
CRM Function
Identify matching Affaire/SO from Appointment
Match Treatment to Products
Update SO
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
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
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
Families updates
Groupe updates
​
Lead
Contribute
​
2
Licensing Activation
Working Model
​
CEOI CRM Amendments: Products Families updates Groupe updates
2023-07-22
2023-08-05
Sales Cycle Simplification
Affaire
Quote
Include external ID
Sales Order
​
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
Sales Order
Invoice
​
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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