DESJARDINS ONBOARDING PROJECT

Project Tasks

Desjardins Tasks

• Project Kickoff meeting
• Complete billing information form and return it to InvestorCOM
• Complete the Client Input Template and return it to InvestorCOM​ (users and product shelf)
• Overview and orientation on Compliance Platform
• Update CP Configuration Guide and return it to InvestorCOM
• Development of SMfA data file
• Configuration validation with Desjardins
• Training
• Hand off to Customer Success
• Provide permission to InvestorCOM to email advisors

InvestorCOM Tasks

• Project Kickoff Meeting
• Set day and time for Weekly  meetings (same day/time each week) (Thursday’s at 1 pm until September)​
• Send the billing information form​
• Send the SSO forms ​
• Send the client input template​
• Establish project milestones and incorporate them into the Project Portal
• Send Kickoff PDF and recording​
• Send Compliance Platform user guide​
• Setup Desjardins Project Portal ​
• Setup Desjardins demo users in demonstration system
• Overview and orientation on Compliance Platform
• Review completed Configuration Guide
• Configuration of the Compliance Platform
• Develop SMfA Product Positions file ingestion
• Develop SMfA Project Implementation Plan
• Configuration validation with Desjardins
• Product Shelf Analysis and Report
• Schedule an SSO discussion
• Testing and deployment of SSO
• Training
• Hand off to Customer Success

Project Schedule

• Project Plan Summary (PDF) NEW VERSION
• Project Plan (xls) NEW VERSION