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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Customer Acceptance Checklist

 

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Customer Acceptance Checklist This Customer Acceptance checklist will be helpful to all project managers and performers to know how they can achieve sufficient level of customer satisfaction. This checklist will be helpful when you want to organize procedures for acceptance of new technology or product, as it explains how to establish the acceptance criteria and meet your customers’ requirements perfectly.


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Acceptance Process:

  • This process helps to meet one of the key objectives for every project: total customer satisfaction, along with gaining a clear understanding of which requirements are totally vital, which ones add more value, and what the potential trade-offs could be;
  • With a help of determining measures you make an important step towards protecting your company and your customers against partial (or full) customer dissatisfaction, as well as against ensuing business conflicts and counterproductive disputes that may be generated by a loose (or uncertain) formulation of what your clients expect to get to state their satisfaction;

In other words, this process works for you, as for organization, to give you backgrounds to prove to your customers (and to make them formally agree) that what you have produced, meets their needs (it is what they formally demanded, and therefore what you was obliged to deliver);

  • First of all, the all-encompassing model should be elaborated, developed, and established to be operated by the project managers. This is a complex methodology that embraces the following elements (processes):
    • Parsing and negotiating on the criteria that are specific explanations of the customers’ needs, expectations and priorities to be satisfied, met and achieved, which make groundwork for their (customers’) perception of the completed product;
    • Discussing, agreeing (between the project customers and the project executers) and declaring the project’s standards in the documents (of course, there can be a significant share of variable conceptions to be kept continually clarified and developed during the entire flow of project execution, within a scope of certain assumptions);
    • Gradual composing the specification via deliberating an objective testing model that comprises a list of tests based on appropriate testing scenarios, tools & methods. These tests will help on deciding whether the actual results are up to declared standards;
    • Creating Plan sample that may include the following components:
      • Test Approach (overview, methods, tools, techniques, purposes, success & fail criteria);
      • Test Period (what is an appropriate duration of testing phase);
      • Setup of Test Environment (what is necessary for successful testing);
      • Assumptions and Constraints;
      • Testers (team of) and other participants (usually spectators and experts from the customers);
      • Specific Tests and Test Scenarios (how actually the testing process will be carried out);
      • Composing a document (aka checklist, template, or form) that is used for checking and verifying the formal customer’s sign-off by every position validating the Project Acceptance (document lists different items of the Acceptance Criteria to be gone through);
  • Such a form is an instrument for gaining a documented and finally signed-off agreement from your customers that your project deliverables (what you have produced) meet their exact requirements;
  • Such a survey (also called the testing) should be performed at the end of the project to make sure that the customers are totally satisfied with the project’s products, results and outcomes (only once the customer has signed the Acceptance Form you have achieved a total customer satisfaction), and therefore they don’t have any open claims, critical questions, or doubts to assert, or if some of predefined criterions failed, then appropriate remedy actions should be negotiated and taken according to plan;
  • Usually the Project Manager’s tasks on procedures are the following:
    • Communication with the customers to agree on a format and scope of survey (testing), along with facilitating and handling all ...


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