OS EDU - Planning for Products and Services – OnSemble Support Center

Identify Sub-Team (include both branch management and front-line staff)
Schedule Products and Services Kick-Off Meeting with sub-team
Identify list of all products and services offered
Organize products and services into categories
Identify all custom fields (one list across all products and services)
Determine where product documents will be stored (network share or uploaded to
Products and Services document repository
For each product, identify the Product Manager and Section Managers
Build product categories and sub-categories
Create each product snapshot and assign the product manager(s) and section manager(s)
Build custom field list
Product managers add custom field values
Product managers add FAQs
Product managers

OS EDU - Planning for Products and Services