Development and automation

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • This phase is meant to track important activities such as setting up account relationships, maintenance schedules, defining SLAs, Service Exchange installation (if required), and ensuring that they are completed.

    Stage Activity Details
    Development & Automation The following activities are available with the base system:
    • Setup account relationships
    • Set maintenance schedules
    • Create process SLAs and offerings
    • Reporting
    • Catalog development (general)
    • Related work
    Note:
    If you have selected any of the Service Exchange integration options in the Initial Setup stage, the relevant activities are displayed and you can configure them as required.

    These are demo tasks and can be configured according to your requirements. You can add or delete tasks, and modify them as required. In the Related work activity, you can create ad-hoc tasks if required. See Configure simple Customer Success Management playbook tasks for details on simple configuration tasks.

    Review the data and click Mark Complete to move to the next stage.