Installation Project and Planning Checklist

The following checklist will serve as a guide for the key steps of a successful installation:

Your installation style

The chosen installation style will dictate the approach and the task list needed for completion. This will influence the project timeline and will crucially determine the level of involvement required from your organisation, Managed Service Providers (MSP), and Wolters Kluwer (WKTAA).

Your timescales to completion

It is important to ascertain whether there is a fixed timescale or deadline that must be adhered to. Establishing this and working backwards to allocate adequate time will ensure the project's success.

Your phased approach

Consider if a test phase is necessary for your project, allowing your teams to verify the system prior to the final installation and “Go-Live” date .

Your project stakeholders

Stakeholders may consist of individuals, groups, or organisations relevant to your requirements.

Your stakeholder responsibilities

The expectations, project objectives, and responsibilities of stakeholders should be clearly defined and communicated.

Your security and communications

Evaluate your domain , security software, firewall policies, internet access, and overall data security — both in the present and as you implement your new solution.

Your data volumes

Assess the sizing for Microsoft SQL Database and non-SQL data, along with backup times.

Completion of new Server(s) specification and build

Ensure that the new system to which you will complete the installation has adequate specifications to support your current needs and the flexibility to adapt to peaks in workload.

CCH Suite focus

A specific focus will be necessary on the CCH software you will use daily, as well as any archival systems. This focus will encompass all the aforementioned points, along with:

            - Confirmation of CCH pre-installation steps