Implementation Overview

The implementation project for your Terra Dotta Software will begin soon after you complete a purchase agreement. Implementation is complete once you start using TDS as your primary tool for processing real applications and/or records (this is called "going live").


When you purchase TDS, you will be assigned an Implementation Specialist, who will work with you for the implementation period and act as your primary point of contact until you go live. A Terra Dotta Implementation Specialist will:

  • Answer questions and provide basic user training
  • Learn about your office's unique business processes and help translate them to TDS
  • Oversee and coordinate the entire implementation project


Working closely with the Terra Dotta Implementation Specialist will be someone who is responsible for coordinating the implementation at the client institution. This person at the client institution is the Primary Administrator.


Support case system for Implementation case (+ Integration case)

Admin user training

Included admin hours

Identification of business processes

Configuration of TDS, customization

Testing

Support during go-live process