Execution & Configuration

Configuration Walkthroughs / Show & Tells

• Agenda: Live demonstration of configured modules in a sandbox environment to gather immediate UX and field layout feedback.
• Client Preparation: End-user representatives must actively participate. They need to evaluate layouts, field names, and navigation paths based on how their teams actually work.

Integration Syncs

• Agenda: Review payload delivery, test authentication mechanisms (SSO/OAuth), and map error-handling protocols.
• Client Preparation: IT/Security teams must provide sandbox credentials, active API endpoints, and network/firewall access whitelist requirements prior to the meeting.

Weekly Status & Risk Syncs

• Agenda: Review project health, milestone tracking, budget burn rates, change requests, and immediate blockers.
• Client Preparation: The client project manager must review the previous week’s action items and come prepared to own and unblock internal organizational delays.