NetLoan - Alignment Call/Discovery Session Overview

Overview

The alignment call is your very first call with the Netgain implementation team. This brief call is where you become familiar with the overall project and provide our implementation team with the details they need to ensure your implementation project is a success. You will want to come to this call prepared having filled out the discovery questionnaire we have provided to you in advance.

Client Preparation

Prior to holding the alignment call, a member of our team will send you a list of product-specific questions that help your implementors understand your loan accounting needs in more detail. It is vital to the implementation that you complete the questionnaire thoroughly since it communicates both the accounting issues you are looking to solve as well as sets the target our implementors are aiming for to successfully complete the project. This information greatly reduces the risk of delays, and unmet expectations, which therefore increases your overall satisfaction with the end product.

Alignment Call/Discovery Session

This call is your first call with the implementation team who will be assisting you through your software transition. Below are the main discussion items for this call.

• Brief introductions of those involved in the project
• Set the project objectives and goals
• Review and validate the project scope agreed upon during the sales cycle
• Provide an overview of the project's key milestones and timeline
• Clarify any information you provided in the NetLoan Product Discovery Questionnaire
• Outline the next steps in the project
• Schedule weekly recurring touchpoint calls

Next Steps

• Provide Netgain team admin access to NetSuite 
• Sign up for Netgain knowledge base
• Review statement of work