©2015 – Nathan Davenport

Two Hundred conversion in Twelve months

Com

mon

Platform

Phar

mac

y Co

nver

sion

©2015 – Nathan Davenport

Com

mon

Platform

Workflow – High LevelPh

arm

acy

Conv

ersio

n

Fran

chise

eHa

rdw

are

Phar

mac

ist

PMO

Conv

ersio

nSignature

Contract

Configure

Order(s)

Trai

ner

Impl

eme

nt

Class

ReviewData

Ship

Live Data

Validate Data

CBT

Assessment

Review System

Validate Data

Data Test

Setup

ReviewData

ReviewData Go-Live

Acceptance

Close

©2015 – Nathan Davenport

Com

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Platform

Key DetailsPh

arm

acy

Conv

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n

Assessment   Planning   Implementation   SupportSales/Marketing

Contract

Contract Processing

Training

Finish DSL

Go Live

In-Store - Weeks 1

Expectations Finanacing Store Setup Standard Support

Business Survey/Questionnaire Procure Host Setup After hours Support

Pharmacy must meet standards Build Data Conversion Escalation

Verify Store/Legal Info Conversion Test Data Verification Survey

Credit Check Data Verification In-store Implementation

Technical Assessment Testing

Store Pictures/Layout eRx

Start DSL Process Scheduling

Contract Package CBT

Confirmation Expectation

©2015 – Nathan Davenport

Com

mon

Platform

Checklist(s)Ph

arm

acy

Conv

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n

©2015 – Nathan Davenport

Com

mon

Platform

Paperwork - ChecklistPh

arm

acy

Conv

ersio

n

©2015 – Nathan Davenport

Com

mon

Platform

Paperwork - EstimatesPh

arm

acy

Conv

ersio

n

©2015 – Nathan Davenport

Com

mon

Platform

Paperwork – Order FormPh

arm

acy

Conv

ersio

n

©2015 – Nathan Davenport

Com

mon

Platform

Paperwork – Drug AgreementPh

arm

acy

Conv

ersio

n

©2015 – Nathan Davenport

Com

mon

Platform

Paperwork – Financing AgreementPh

arm

acy

Conv

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©2015 – Nathan Davenport

Com

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Platform

Conversion Week – High LevelPh

arm

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Conv

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n

TASK #New

Conversion PHASE NAME AREA TASK

TASK OWNER TASK DESCRIPTION

TASK START DATE

            PDX Go-Live  New

Conversion Go-LivePre-

Conversion PSA Day 0 - PDX In-store Conversion Preparation

NewConversion Go-Live

Post-Conversion PSA Day 1 - Go-live Checklist

NewConversion Go-Live Live Support PSA

Day 1 - Be next to store staff to aid them in the processes. Leave for about 15 minutes for lunch.

Store Opens

NewConversion Go-Live Live Support PSA Day 2 - Onsite Support

NewConversion Go-Live Live Support PSA Day 3 - Conversion Sign-Off

NewConversion Support

OperatationServices Ongoing Support PSA

Miscellaneous supportNH, AR, etc.

©2015 – Nathan Davenport

Com

mon

Platform

Conversion Week – Monday Evening (Day 0)Ph

arm

acy

Conv

ersio

nTASK #

NewConversion

PHASE NAME AREA TASK TASK OWNER TASK DESCRIPTION

TASK START DATE

            PDX Go-Live  New

Conversion Go-LivePre-

Conversion Confirm eRx Setup PSA Day 0 -Confirm eRx has contract information and store setup -8 hrsNew

Conversion Go-LivePre-

Conversion Arrive PSA Day 0 - Arrive at store -2 hrsNew

Conversion Go-LivePre-

Conversion Set Expectations PSA Day 0 - Introductions and explain processNew

Conversion Go-LivePre-

ConversionPrepare store for

Go-live PSA Day 0 - Assess networking situation/unpack hardware if neededNew

Conversion Go-LivePre-

Conversion Verify Hardware PSA Day 0 - Check-in PDX hardwareNew

Conversion Go-LivePre-

Conversion Hardware Setup PSA Day 0 - Move new hardware into place -30 minNew

Conversion Go-LivePre-

Conversion Check Modem PSA Day 0 - Check US Robotics modem dipswitchesNew

Conversion Go-LivePre-

ConversionEOD Process and

Backup ZEE Day 0 - Perform EOD backup and Print EOD reportsStore

ClosesNew

Conversion Go-LivePre-

Conversion Pull Data PSA Day 0 - Contact conversion company to start pulling data +.15New

Conversion Go-LivePre-

Conversion Data Pull ConversionDay 0 - Converters dials in and begins pulling the remaining

dataNew

Conversion Go-LivePre-

Conversion Hardware Setup PSADay 0 - Complete hardware setup. Leave old system in place

until morning so data converters can pull existing dataNew

Conversion Go-LivePre-

ConversionVerify Broadband

Configuration PSA Day 0 - Contacts DSR to verify Internet connectivity. +1 hrNew

Conversion Go-LivePre-

Conversion Data Push PSADay 0 - Contact conversion company to verify access into PDX

system. Provide DNS and IP Address.New

Conversion Go-LivePre-

Conversion PSA Day 0 - Leave Store +2 hrNew

Conversion Go-LivePre-

Conversion PSA Day 0 - PDX In-store Conversion Preparation

©2015 – Nathan Davenport

Com

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Platform

MetricsPh

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Conv

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