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Syntrio Customer Success Center

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Migration to Core E10

  1. Set Migration Date (Client)
  2. Implement data migration over the weekend (technical services)
  3. Review logo and site configurations (Client and Client Services
  4. Implement Site configurations. (Client and Client Services)
  5. Setup and Decide Visual Design (Client and Client Services)
  6. Review list of Syntrio courses to load on-site, if necessary (Client & Sales)  
  7. Provide Custom Content for courses (Client – Syntrio courses only)
  8. Provide spreadsheet for user import to the client if necessary (Syntrio Client Services)
  9. Review data fields and setup
  10. Create or Review Catalog Access Groups (if necessary)
  11. Provide training on reports (Syntrio Client Services)
  12. Review site (Client and Syntrio Client Services)
  13. Pilot group, collect feedback (Client)
  14. Address feedback if necessary (Client and Syntrio Client Services)
  15. Launch Site (Client)
  16. Review Launch (Client and Syntrio Client Services)

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