Implementation Post-Mortem

The "Post-Mortem" template is designed for evaluating client implementations, focusing on assessing successes and areas for improvement. It serves as a structured framework to analyze the effectiveness of implemented solutions against client requirements, measure installation efficacy, and determine the value delivered.

Key aspects of the template include:

• A scoring system to evaluate various aspects of the implementation, such as data quality, integration, and security
• Detailed sections covering client information, scope vs. delivery, performance, and return on investment
• A tool for continuous improvement, enabling teams to refine processes, enhance customer success, and drive business growth through upsells and cross-sells