Implementing Panatrack - The Kick Off

Implementing Panatrack - The Kick Off

Every PanatrackerGP implementation begins with a kick-off meeting after Panatrack receives the down payment.

Meeting Agenda

The kick-off meeting covers:

  • Introduction to Panatrack team members
  • Implementation process overview
  • Go-live date expectations and definition
  • Questions and discussion

Required Resources

Identify these key resources from your organization before the kick-off meeting:

  • Functional Owner — Responsible for day-to-day Panatrack usage, serves as primary user contact for issues and questions, and acts as liaison between your company and Panatrack for training and support
  • Project Lead — Coordinates the implementation (often the functional owner, but may be another team member or your Dynamics GP partner)
  • Training Lead — Coordinates training activities (may be the functional owner, project lead, or another team member)
  • Technical Resource — IT resource who confirms environment readiness and completes installation with Panatrack
  • Finance Representative — Represents accounting/finance departments to address workflow changes resulting from PanatrackerGP replacing direct GP entry

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