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r <br />Kick Off <br />Kickoff Call with Implementation Specialist Agenda: <br />• Introductions - Project Roles and Responsibilities <br />• Overview of Implementation Process and Tools <br />Discuss Current Processes and Goals <br />• Review Financial Force Community and Resources <br />• Review Account Setup Spreadsheet <br />• Determine Timeline and Next Steps <br />Building Your Foundation (Weeks 1-3) <br />Implementation <br />Specialist <br />Key Client <br />Personnel <br />(Client Project <br />Lead, other <br />major stake <br />holders) <br />• Attend Energy Manager Introduction virtual classroom training . <br />or review equivalent help content <br />• Understand basic navigation and configuration requirements <br />• Compile Facility, Vendor, Account, Meter, and Bill data for <br />Client Project <br />input <br />Lead <br />• Initial Data Review Call with Implementation Specialist <br />Account Setup <br />Login to Energy Manager pending client data load <br />Im P <br />Implementation <br />and <br />• Become familiar with basic functionality of the system <br />Specialist <br />Configuration <br />• Configure System Settings, <br />Facilities, Vendors, Accounts, Meters, and Line Items <br />• Configuration Import - Facilities, Vendors, Accounts, and <br />Meters <br />• Connect with Implementation Specialist on account <br />configuration progress <br />Bill Entry (Weeks 3-4) <br />Client Project <br />• Attend Bill Entry virtual classroom training or review equivalent <br />Lead <br />Configuration <br />help content <br />• Create Line Item Types <br />Implementation <br />• Start entering utility bills into Energy Manager <br />Specialist <br />S P <br />Bill Entry <br />Connect with Implementation Specialist on <br />account configuration and bill entry progress <br />5 <br />