IMPLEMENTATION SCHEDULE

At DataVerity, we do not believe that one measurement system can achieve all our clients’ needs. Through our nine stage implementation program, we learn about your specific goals and objectives and take the pain out of establishing a comprehensive and reliable sales measurement reporting system.

HERE'S OUR PROCESS
1

NEEDS ANALYSIS

We first assess your bank’s goals and we create a road map on how we can best achieve those for you.

COMMITMENT OF SCOPE

With our road map in place, we make a written commitment entailing services to be provided through our system.

2
3

CUSTOMIZATION

In a collaborative setting, we customize our system to your specifications.

MANAGEMENT APPROVAL

Once initial customization has been completed, we verify with management that we have met the bank’s needs.

4
5

EMPLOYEE TRAINING

DataVerity will provide, on-site or webinar-led training to teach employees how to utilize the system.

SYSTEM LAUNCH

All employees will begin to utilize their customized reporting system.

6
7

REPORTS DELIVERED

DataVerity will provide First National Bank of Gilmer with your first set of customized reports/results.

SYSTEM REVIEW

Three to six months after system implementation, we will conduct a followup survey of all users to analyze any system issues or requests.

8
9

FINAL SYSTEM CUSTOMIZATION

Based on reviews and in coordination with your management team, we make desired system modifications for optimal results.

1

NEEDS ANALYSIS

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