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The 5 Critical Roles For A Fast Start


Below are the five (5) critical roles (or “hats”) that should be assigned immediately to get your CIMcloud implementation project off to a fast start.  Each role includes the task(s) they need to complete in Stage 1 (Getting Connected) of the project.

Video Overview

The Big 3: The 3 Most Roles to Assign (& Their Tasks)

  • Lead Project Manager
  • Lead Implementer (& Lead Operator)
    • This person will become the in-house domain expert and the lead administrator of the CIMcloud platform and ERP sync.  They need to be able to learn & know how everything is set up and works.
    • Find out more details at: The Implementer Roles
    • Task #1: Complete the Implementer Onboarding Checklist
      • This includes the General Orientation Checklist
      • Available in the Help Workspace once the CIMcloud platform is deployed.

2 More Critical Roles for Initial Deployment

These 2 roles are critical for initial deployment, so fill them quickly to avoid delays.  They are much less significant roles overall to your program and project (when compared to the other 3 roles listed above).

  • IT / Network Admin Expert 
    • This person will provide the CIMcloud deployment team the network access and ERP credentials they need to install the ERP Sync Tool.
    • Task #1: Complete the ERP Sync Tool Pre-Install Checklist
  • ERP / Financial Data (& Business Process) Expert 
    • This person will provide the CIMcloud deployment team with business decisions on how data will be synced into and out of your ERP system.
    • Task #1: Complete the ERP Sync Configuration Questionnaire

Make Sure They “GWC” The Role

Each role needs to be filled with a person that GWCs (Gets it, Wants it, Capacity to do it) the role. If they don’t, you will have problems.

More Detailed Explanations

For more detailed explanations of each of the roles listed above, and the other critical roles that come into play in Stage 2 and 3 of the implementation, go to Critical Roles (Job Functions) by Implementation Stage.

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