• Version Update Project Tracking Tool with Checklists

    Overview This document provides and explains a sample project tracking tool that the Project Manager and Lead Operator can use to manage a Live Version Update project on the CIMcloud platform.  It also includes a walk-through explanation video of the tool, including context on why the different parts of the…

  • Private article

    This content is restricted.

  • Private article

    This content is restricted.

  • Example: Employee-Only Content In Public Articles

    Overview The purpose of this page is to demonstrate how a single article or page in the Help Cetner can have both 1) publicly available content, and 2) CIMcloud employee-only content. Public Section 1 This is section 1 of the publicly available content. Public Section 2 This is section 2…

  • Rolling Out Hidden (Turned Off) Features After Go Live

    Overview This article covers suggestions and best practices on the tactics you can use to implement, test, and roll-out (take live) hidden features when the following conditions are both true: You are already live on the CIMcloud platform (customers and/or workers are using it), AND You have non-live features that…

  • Software Bundle Upgrade Process (from Order to Live Roll-out)

    Overview CIMcloud offers optional add-on software bundles to extend the features and capabilities of your CIMcloud platform.  Along with enabling new features that your Workers and Customers can use, many of the add-on software bundles also require changes to the data sync with your ERP/accounting system and changes to the…

  • The Project Manager Role

    Overview The Project Manager is responsible for delivering the project goal (scope) on time and on budget. Key Responsibilities Lots of industry knowledge and resources exist defining the responsibilities of a Project Manager.  This is a quick recap of some of the key “must haves” to have success on any…

  • Code Repositories Overview

    Overview This article provides an overview of the two bodies of code (or “repositories”) that make your CIMcloud application work.  This includes 1) the CIMcloud Core Code, and 2) you unique Client / Local Code. Related Articles These two articles will provide valuable context for this article that you are…

  • CIMcloud Environments Overview (for Code, Data, Image/Files)

    Overview Throughout the lifecycle of deploying, customizing, running, and version updating your CIMcloud application, you will need to be familiar with several different “environments” that instances or “copies” of your CIMcloud application (including the software code, data, and content files/images) run in.  These terms are defined and diagramed in this…

  • Product Fix Process (For Issues, Bugs, Gaps)

    Overview This article explains the process that the CIMcloud product teams take to fix an “issue” (also referred to as “bug” or “gap”) in the CIMcloud core product.  For the purposes of this article, a product “issue” is something in the CIMcloud’s base package or add-on bundles that is not…

  • Ecommerce Platform Replacement Risk Management

    Overview Changing any major software platform involves business risk.  This is true whether it is an internal-facing platform (like an ERP system, HRMS system, or CRM system) or an external-facing platform (like Ecommerce). This article is focused on risk management tools and tactics you can use with your ecommerce platform…

  • Sales Tax on CIMcloud Invoices

    Introduction The sales & use tax landscape is constantly evolving. Due to some recent large-scale changes, businesses may be required to collect and remit sales tax in states where they have remote sales. Like our customers, we are not removed from these changes. We have made the decision to begin…

  • Why Is There Sales Tax On My Invoice?

    As you may already be aware, there have been some recent large-scale changes in the sales & use tax landscape. Historically, states have not been able to require out of state businesses to collect sales tax on their sales. The Supreme Court decision in South Dakota vs Wayfair, Inc. has…

  • Version Update Process (From Release to Live)

    Overview “Version Update” is the term we use to describe updating your CIMcloud platform from an older version (or release) of CIMcloud to the latest “current” version. This article provides an overview of the stages of work involved in the Version Update process from requesting the version update to publishing…

  • CIMcloud Platform Version Update Basics

    Overview A “Version Update” is the process that CIMcloud uses to update your instance of the CIMcloud platform (including the software code making it work, the supporting services, and any system/application data that is relies on to operate).  This article provides the basics of what you need to know about…

  • Migration (Classic-to-Current) Quick Reference Guide

    Overview This article serves as a “quick reference” guide to help center articles specifically created to help CIMcloud customers successfully complete a Classic-to-Current “Migration” project.   Who Is This Reference Guide For? Whether you’re in the middle of your migration project (and looking to confirm or refine your approach) or just…

  • Implementer (Migration) Onboarding Checklist

    Overview This article reviews what the Implementer roles are and provides a checklist of onboarding tasks that need to be completed by the Implementer(s) during a Classic-to-Core Migration project, including: The Lead Implementer (during Stage 1 of the migration project), and All other Implementers (during Stage 2 of the migration…

  • Project Manager (Migration) Onboarding Checklist

    Overview This article provides a checklist of onboarding tasks that need to be completed by the Project Manager during Stage 0 of a Classic-to-Current Migration project. Target Audience for This Article This article is intended for CIMcloud customers that have scheduled (signed up for) or are in the initial stages…

  • Program Manager (Migration) Onboarding Checklist

    Overview This article provides a checklist of onboarding tasks that need to be completed by the Program Manager during Stage 0 of a Classic-to-Current Migration project. Target Audience for This Article This article is intended for CIMcloud customers that have scheduled (signed up for) or are in the initial stages…

  • Migration (Classic-to-Current) Orientation Checklist

    Overview This Migration Orientation Checklist is intended to guide and align everyone involved in your project to migrate from a “Classic” version of Website Pipeline or CIMcloud to the latest version of the CIMcloud platform.  All critical business and technical people, that will be involved in (or responsible / accountable…