Overview
This article reviews what the Implementer roles are and provides a checklist of onboarding tasks that need to be completed by the Implementers, including:
- The Lead Implementer (during Stage 1 of the implementation project), and
- All other Implementers (during Stage 2 of the implementation project)
- Note: This is the first thing they should do upon receiving their Worker login
If you are responsible for any of the job functions listed in “The Implementer Role(s)” section below, this onboarding checklist will help you get introduced with the CIMcloud platform.
Overview Video
The Implementer Role(s)
This article provides details on the implementer roles and responsibilities.
Implementer Onboarding Checklist
Read each of these articles, watch the included videos, and compete any tasks listed in the articles to complete the Implementer Onboarding.
* Lead Implementer Only – tasks marked with an asterisk should by completed by the Lead Implementer only.
Before The Platform Is Deployed
- Complete the General Orientation Checklist
- Get Your First Go Live Goal from Your Program Manager *
- Confirm With Your Program Manager that You Will Be the CIMcloud Platform Administrator *
After The Platform Is Deployed (Summary of Steps)
This is the summary of the steps you should take to quickly get familiar with some of the basic operations of the CIMcloud platform and the sync with your ERP system. The details, including video demonstrations, on each step can be found in the next section.
- Login to the Worker Portal, as the “Admin” Worker, for The First Time
- Browse the Worker Portal
- Pick an Active Customer, Browse the Account Detail, and Impersonate Their Login
- Pick a Test Customer, Edit Address Line 1, and Verify it Syncs to CIMcloud
- Create a New Test Product Category
- Edit a Product and View It On Your Customer Site
- Delete the Test Product Category (optional)
- Create a New Customer Contact then Login and Browse the Customer Site With It
- Place an Order on a Test Account and Verify It Syncs into Sage
- Invoice & Ship That Test Order in Sage and Verify It Syncs to CIMcloud
- Understand How Features & Settings Work By Turning On and Off the Product Description
After The Platform Is Deployed (Details on Each Step)
This section provides links (to additional articles and videos) and inline videos + help tips for each of the steps summarized above.
- Login to the Worker Portal, as the “Admin” Worker, for The First Time
- Browse the Worker Portal
- Browse All 5 Workspaces (CRM, Product, Content, Settings, Help)
- Browse All 3 Utility Areas (Bookmarks, Quick Add, My Account)
- Browse The Data That Synced (Is Syncing) from Your Sage ERP System
- Pick an Active Customer and Take These Steps
- Find Them in Accounts and Browse the Account Detail Links
- Impersonate Their Login & Browse the Customer Site
- Pick a Test Customer, Edit Address Line 1, and Verify it Syncs to CIMcloud
- Create a New Test Product Category
- Edit a Product and View It On Your Customer Site
- Make Sure It Is Enabled (Set Display Online = Yes, Set Include in Search Results = Yes)
- Add a Product Description To It
- Add It to Your New Product Category
- Save It
- Preview It
- Delete the Test Product Category (optional)
- Create a New Customer Contact then Login and Browse the Customer Site With It
- Place an Order on a Test Account and Verify It Syncs into Sage
- First, Edit a Shipping Method and Add a Valid Ship Via Code (from Sage)
- You can reference the “Order Placed in CIMcloud, Sync to Sage 100, Edited in Sage” demo video in the ERP Sync Demo article to understand what you will do and see in this step.
- Verify You Get the Order Confirmation Email
- Invoice & Ship That Test Order in Sage and Verify It Syncs to CIMcloud
- You can reference the “Fulfillment in Sage 100 and Order, Shipment, and Invoice Sync to CIMcloud” demo video in the ERP Sync Demo article to understand what you will do and see in this step.
- Understand How Features & Settings Work By Taking These Steps
- Turn Off the Product Description (In Application Settings)
- Log Out, Log Back In, and See the Description Turned Off
- Then Turn the Product Description Back On (in Application Settings)
- Log Out, Log Back In, and See the Description Turned Back On
- Create a Customer Group and Turn the Description Back Off (Use “Deny”)
- Apply the Group to the Test Contact Login
- Log Out, Log Back In, and See the Description Turned Off
- [Optional] Remove the Contact from the Customer Group and Delete the Customer Group
- For More Details, Go to Features & Settings Basics
- Invite Workers To Use Your CIMcloud Worker Portal