Roles and Responsibilities

Project Manager 

• Organise a project launch meeting or call 
• Manage the TAAUK deliverables and implementation process 
• Manage the activities required to implement the software, on time and to the project scope 
• Liaise with the training consultants and installation team on their activities 
• Regular liaison with the customer on progress 
• Manage change control  
• Monitor project risks and implementation 
• Create and manage the project plan and timescales  
• Manage a project close meeting and review lessons learned. 

Account Manager 

• Maintain ongoing customer relationship 
• Own commercial aspects of the project. 

Consultant / Product Trainer

• Deliver work to an agreed agenda or specification (for training, consultancy, installation or data services) 
• Deliver a services pre-call 
• Complete any post-delivery follow ups and evaluation if applicable. 

Customer Project Lead / Customer Project Manager  

• Own and manage issues and communications within the client project team 
• Own the communication and change management within their business 
• Main point of contact for WKUK project manager 
• Co-ordinate and monitor all client activities to maximise the services  
• Monitor and control project risks and issues in conjunction with the project manager 
• Report project progress to the customer project sponsor. 

Customer Lead User / Key Decision Makers

(could be the same person as the Implementation Lead) 

• Participate in the training and consultancy sessions to enable us to gain a full understanding of the requirements 
• Make decisions on the configuration to be utilised, taking into account reporting and overall system requirements 
• Action the tasks assigned during the implementation sessions including but not limited to devising coding structures, inputting parameters, collating data 
• Liaise with all parties involved in the data migration process and to take prime responsibility for data validation and acceptance 
• Ensure correct diary management for applicable customer stakeholders for each consulting/training session 
• Deliver end user training within the organisation (if applicable).