Skip to content
Submit a request
  • There are no suggestions because the search field is empty.

What meetings are needed in Setup Phase? Who should participate?

HappySignals is set up for testing through 3 meetings.

1. Kickoff - 1 hour

HappySignals is demonstrated and walked through once more to everyone who needs to know about it before the go-live. The main target is to agree upon next steps and set the schedule for launch.

Agenda

  • Get to know all persons and their expectations
  • Go through the main objectives: Why will HappySignals be taken into use in the customer organization?
  • Demonstrate the use of HappySignals
  • Walk through the technical rollout process
  • Agree on target schedule and next meetings

Participants

All stakeholders and the persons who will be responsible for the implementation.
  • Person responsible for the installation and rollout of HappySignals
  • Person responsible for Service Desk (can be internal or outsourced)
  • Person responsible for the ITSM system
  • Person responsible for making ITSM system and process decisions
  • The IT and business stakeholders that will have value from the use of HappySignals

 

2. Definitions - 2 hours

Detailed definitions are made for installing and configuring HappySignals in the customer environment.

Agenda

  • Define category data used and transferred to HappySignals. HappySignals will present the best practice for defining what data has good enough quality to be used.
  • Define the e-mail template and notification changes needed. In minimum the rating button row is added to e-mails; in many cases also the e-mail template is simplified by customer.
  • Define how the data is shown to service desk agents.
  • Make a decision on languages used. (The survey can be shown in employees' own language.)

Participants

  • Person responsible for the ITSM system
  • Person responsible for making ITSM system and process decisions
  • Person responsible for the installation of HappySignals

 

3. Technical Installation and Configuration - 2 hours

HappySignals is installed to the customer's development environment. HappySignals team participates and gives instructions, but installation is done by the customer or their ITSM system partner.

  • After this meeting HappySignals is working end-to-end with the customer's ITSM system.

Participants

  • This meeting is 100% technical so only technical persons are needed. The person(s) must have admin access to the customer's ITSM system.