Hardware and Software Installation and Configuration Services

CR Software provides hardware and software installation services to all its customers. CR Software analysts are well trained on software installations for small to large businesses. Analysts are involved with system analysis well before a new system is actually sold, so that they are well acquainted with a company’s needs. Once servers are configured using CR Software’s proven methodologies, a comprehensive test script is used to run new hardware installations through stress tests to ensure system stability.

The scope and specifics associated with training or a new installation services timeline are contracted in advance with CR Software. Our industry experts are a key component in the process and typically compile a comprehensive "Needs Analysis" and then "Definition of the Statement of Work" project. An example of the scope of this includes, but would not be limited to:

System Based:

  • System definitions and agency parameters
  • Administrative setup, including workgroups and creditors
  • Personnel security and user roles
  • Workflow definitions
  • Consumer correspondence
  • Creditor invoicing
  • Payment automation
  • Report building and generation
On-Site:
  • Finalize data migration of historical data
  • Network connectivity - IP addressing
  • Dialer integration and training
  • Setup & test network printers and peripherals
  • CRS Titanium management training
  • Direct personnel training
  • "Train the trainer" services
The Installation Process:

The following list details just some of the typical installation checklist steps that are involved in an installation project administered by the CR Software installation team of analysts, training specialists, sales executives, and technicians.

  1. Install Questionnaire w/ Sales
  2. Contracts Signed
  3. Order Servers/Hardware
  4. Internal Meeting w/ Install Team and Sales
  5. Introductory Conference Call w/ Customer, Sales, Install Team
  6. Introduce install team members
  7. Discuss customer allocation of resources
  8. Overview of company
  9. Outline expectations
  10. Review custom requirements
  11. Identify 3rd party vendors / Letters / Credit Reporting
  12. Review Hardware / Network / Printing
  13. Review install milestones / timeline
  14. Describe documentation to be sent
  15. Schedule: Live & Mock Install, System Admin/Configuration & Rules Training, Web Demo Sessions, ETL, Report Tool, Letter Set up, Analysis Meeting
  16. Send Documentation
  17. Analysis Meetings w/ Customer - On Site
  18. Data Conversion from current system to Titanium
  19. Data Uploads/Downloads (client new business, etc.)
  20. 3rd Party Vendor Integration
  21. Code Mapping / Titanium Tags
  22. Work Flow and Business Analysis
  23. Review Install Questionnaire
  24. Hardware Arrives Ready for Set up, Staging & Configuration
  25. Receive Information from Customer
  26. Examples of All Letters/Notices with Variable Information
  27. Examples of All Reports Needed / Used
  28. Complete List of All Custom, Upload, Download, Request Specifications
  29. Provide CRS with All 3rd Party Information
  30. Preliminary Set of Conversion Data Available for Review
  31. Hardware / Software Installation
  32. CRS Tags / Codes Defined and Mapped
  33. Good Set of Conversion Data Available
  34. Conversion Data Loaded Into the System
  35. ETL, Report and Letter Training - On Site
  36. IT Architecture and Overview Training
  37. ETL Tool Training
  38. Report Building and Customization / Training
  39. Letter Set up Training
  40. Customer Begins Setting up Letters, ETL, & Reports -or- Contracts CRS Professional Services
  41. Software Administrator Configuration & Rules Engine Training - in VA
  42. Software Administration Setup
    1. Agency
    2. Office
    3. Department
    4. Work Group
    5. Creditor
    6. Creditor Group
    7. Custom Pages
    8. Jobs
    9. Privileges
    10. Role
    11. Scan list
    12. Strategies
    13. Tag Management
    14. User
    15. Work Chain
    16. Action Code
    17. Balance Name
    18. Bucket
    19. Fees
    20. Fee Schedule
    21. Result Code
    22. Payment Types
  43. Software Configuration (sql commands into database)
  44. Rules Engine Training / Implementation
    1. Auto Assign Groups
    2. Consumer letter eligibility
    3. Email eligibility
    4. Electronic payment validation
    5. Update code
    6. Promise eligibility
    7. Promise strategy
    8. Settlement rule
    9. Payment eligibility
    10. Payment warnings
    11. Payment account posting
    12. Payment order posting
    13. Posted payment status
    14. Consumer transfer eligibility
    15. Salesperson commissions
    16. Auto assign
    17. Attach consumer to consumer
    18. Promise eligibility
    19. Split consumer accounts
    20. Consumer identical
    21. Post merge
    22. Validate address
    23. Validate rollover
    24. Suppress credit bureau reporting
    25. Hold consumers
    26. Request external report
    27. Select next consumer
    28. Auto action / result processing
    29. Validate call back date/time
    30. Convenience fee calculation
    31. Nsf fee calculation
    32. Consumer merge eligibility
    33. Transfer account>
    34. Post transfer account
  45. Send List of Action Items from System Setup Training
  46. Customer Begins Setting up items outstanding from Software Configuration Training
  47. Contracts CRS Professional Services
  48. All Items Assigned to CRS Completed
  49. CRS Custom Programming Complete
  50. CRS Partner 3rd Party Integration Set Up and Tested
  51. All Items Assigned to Customer / Professional Services Completed
  52. Dialer Install (if Applicable)
  53. Final Test Data Conversion
  54. Mock Training On Site
  55. Live Data Conversion
  56. Go Live / Training On Site
  57. Month End Training / Statement Printing

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