Roles and Responsibilities
The following list details the people involved in your migration and their responsibilities during this time:
Role | Responsibilities | Name |
---|---|---|
Project Manager | Accountable for ensuring the project is delivered on time and to budget, managing the risks and issues that may be encountered. This role can be carried out by the on-boarding specialist but may also be a separate person. | |
Account Manager | Responsible for agreeing the scope of your solutions. They may on occasion also help as part of the project team. | |
Practice Staff | Responsible for their own learning and self development. Required to actively participate in the training programme including the completion of eLearning, webinars and training session attendance. | |
Practice/IT Manager |
The key point of contact for your practice. Responsible for the co-ordination and management of trainees, scheduling protected learning time and monitoring completion of learning activities for their staff. |
|
Super User | We strongly recommend a practice nominates a Super User(s). A Super User is a ‘Product champion’ who has a good understanding of all aspects of the Solution. A Super User is the first point of contact for staff within the practice. We encourage all Super Users to attend and complete all eLearning and webinar sessions to ensure they have the knowledge required. | |
Trainer | Responsible for the delivery of all live training activities throughout your migration and the delivery of any follow up training booked. | |
Customer On-boarding Specialist |
A dedicated On-boarding specialist ensures you are kept informed of crucial dates and training resources are booked. They are also on hand if any help is needed. |
Note - There is a printable version of this Roles and Responsibilities Contact List in Vision 3 Help Guides for you to print and complete if required.
Note – To print this topic select Print
in the top right corner and follow the on-screen prompts.
