Skills you are expected to acquire
- Thorough knowledge of Carestack - workflows, features and reports. Should be able to provide solutions to new customers leveraging existing features
- Knowledge of the competitive PMS products. Gaps w.r.t Carestack. Workflows that behave differently and can create potential friction
- Understanding of Practice operations and how and when they use Carestack features.
- Understand custom reporting requirements and how they can be solved using existing reporting frameworks.
- Understand the data conversion challenges, typical data entities that may need special attention post-migration
- Know Carestack setup in great detail. Own creation of all master data setup that is required before onboarding, outside the purview of migration
Responsibilities – Leveraging the skills
- Coordinate with the data conversion team for every current onboarding to establish proper data conversion across all data fields.
- Validate the Sandbox environment for accuracy of migrated data and any discrepancies due to product workflow differences.
- Speak to the Customer POC and validate the sandbox environment. Highlight potential risks
- Highlight the potential challenges well in advance and coordinate with PM, Engineering and Data conversion teams to find a solution
- Broadcast & document solutions and decisions taken with the customer POC to the implementation leads
- Speak to the customer POC regularly to find any specific concerns with CS migration or specific expectations that the Implementation lead should prepare for during training.
- Speak to the customer POC to validate the setup and the Sandbox
- Meet with the Product team and highlight product gaps that are critical for smooth onboarding
- Build a connection and relationship with the Customer POC that can enable him to reach out to you for any quick help during the early days
How will you be measured?
- How well you identified and tackled the migration risks
- Accur