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— Identify any needed revisions to Project Plan based on knowledge gained from the <br />Kickoff Meeting sessions <br />— Set date for Configuration — Discovery <br />• Action Items <br />— Complete Work Flow Setup spreadsheets —these spreadsheets are used to record data <br />required to define Categories, Problems, Causes, Tasks, and Resources (Employees, <br />Crews, Equipment, Materials, Fluids, Contractors) for Functional Groups with LucityAM <br />Work — Work Administrator <br />Participants in the Kickoff Meeting should include the following Project Team members: <br />• Lucity • City <br />— Project Manager — Project Manager <br />— Relationship Manager — System Administrator <br />— Project Coordinator — Functional Group Administrators <br />— SMEs—GIS and IT <br />— Project Sponsor <br />D.3 CONFIGURATION <br />D.3.A DISCOVERY <br />A Discovery Workshop will be completed — this workshop will consist of a series of sessions that focus <br />on refining the default LucityAM configuration to support the specific operational needs of the <br />Functional Groups. An outline of the expected Discovery Workshop activities follows. <br />• Functional Groups <br />- Examine details (what, who, how, and why) of business processes of each Group, and <br />identify potential revisions to improve results and best leverage capabilities of LucityAM <br />- Review with each Group their completed Work Flow Setup spreadsheet, and identify <br />any additional data revisions for initial LucityAM configuration <br />- Identify revisions to dashboards, data forms/views, and default user groups/roles for <br />each Group <br />- Discuss available data from sources other than GIS to be incorporated (i.e. "loaded") <br />into LucityAM — data to be gathered by the City <br />Identify any supplemental reporting and/or integration needs to be addressed with <br />LucityAM implementation <br />• GIS <br />- Discuss use of LucityAM Administration tool — Map Setup to define maps, and assign to <br />user groups/roles <br />IT <br />— Download and install LucityAM Mobile and configure for use with Lucity Mobile Server <br />• Project Plan <br />- Identify any needed revisions to Project Plan based on knowledge gained from <br />Discovery activities <br />- Set date for Configuration — Functional Groups task <br />• Action Items <br />— Apply initial configuration to installed LucityAM based on revised Work Flow Setup data <br />and revised user dashboards, data forms/views, maps, and groups/roles <br />19 <br />