The list below provides a high-level description and responsibilities of the different roles required from your team during onboarding. These roles can vary depending on your resource availability and level of expertise. What is key, is that whoever is part of your project team can be available throughout onboarding, has sufficient time for testing and has the required knowledge and expertise.
Project Sponsor / Programme Lead
The Project Sponsor is ultimately responsible for the onboarding programme, including timelines, objectives and scope. They typically own the company business case and will be responsible for the relationship going forward. They will likely not be involved in the weekly project meeting, but rather have separate regular catch-ups with the Customer Success manager.
Project Manager / Project Lead
The Project Manager will be responsible for managing your resources to ensure the timelines, set out by the Project Sponsor and captured in the onboarding plan, can be met. They typically chair and organise the weekly project meeting together with your Implementation Lead.
Your project team should include at least one key stakeholder from your team who negotiate your rebate agreements. They will be the go-to person for any questions the Onboarding team might have about the trading agreements from the chosen 5 trading partners or customers. They will review the Configuration Blueprint. Once your tenant is configured, they will be responsible for setting up the deals for your chosen 5 trading partners or customers in DealTrack.
Your project team should also include at least one stakeholder who review your rebate earnings. They will be responsible for keeping your financial reporting requirements at the forefront of any configuration decisions. Once the deals have been set up, they will review DealTrack's resulting earnings.
The Data Lead will be responsible for providing the data (both master and turnover) to populate DealTrack. It is important that they are involved throughout onboarding to ensure that the data can be provided in the required format.