Step:

Assigned to:

Due:

A. NEEDS ANALYSIS

1. Determine if C&P Pro's feature set is a good fit for the shop

2. Determine if My C&P! web server is needed for remote access

3. Determine a budget

4. Choose a database administrator for the evaluation

B. EVALUATION

1. Acquire and configure evaluation server hardware

2. Acquire and configure evaluation web server for My C&P!

3. Install the C&P Pro trial demo software on server

4. Install C&P Pro demo software + database on evaluation server

5. Install C&P Pro demo software on evaluation workstations

6. Install and setup My C&P! web server demo

7. Hands-on evaluations by each department

     a. Account Service

     b. Production/Traffic/Creative

     c. Media

     d. Accounting/Finance

     e. Management

8. IT evaluation of overall performance by department

C. APPROVAL

1. Get companywide buy-in by department

     a. IT

     b. Account Service

     c. Production/Traffic/Creative

     d. Media

     e. Accounting/Finance

     f. Management

2. Review software proposal & license agreement

3. Decide payment method or arrange financing

4. Sign agreement, place order for Clients & Profits Pro

D. IMPLEMENTATION

1. Choose then configure the database file server

2. Replace all demo software with live versions on workstations

3. Install C&P Pro software on all other workstations

4. If upgrading, convert existing C&P database to C&P Pro

5. Once database is converted, go live with all users