📖 Kaseya Delivery Methods (KDM) is a systematic and efficient approach that ensures consistency, optimal resource management, and timely achievement of goals. KDM consists of the following phases:
Phase Overview
| Phase | Description | Detailed Phase Description |
|---|---|---|
|
Assign Project Manager |
A Project Manager is assigned, and a welcome email is sent with contact information and key activation/setup links. | In this phase, a Project Manager is assigned to the project. A welcome email is sent to the customer, containing the Project Manager's contact information and key activation/setup links. |
|
License & Hardware Shipping |
The installation contact confirms receipt and activates respective users. | The installation contact confirms receipt of the licenses and hardware, and activates the respective users. |
|
Partner Engagement Initiated |
Confirmation of contract, scope, key stakeholders, checklist & self-guided material, Kaseya One setup, and scheduling delivery dates. | This phase involves confirming the contract, scope, and key stakeholders. Additionally, a checklist and self-guided material are provided, Kaseya One setup is initiated, and delivery dates are scheduled. |
|
Ready to Go Checklist |
Reminders are sent after the initial engagement call, and completion is confirmed during the discovery call. | After the initial engagement call, reminders are sent to ensure readiness. Completion of the checklist is confirmed during the discovery call. |
|
Document Current State & Risks |
During the discovery call, critical requirements are acknowledged, and additional services are offered as needed. | During the discovery call, the current state and known risks are documented. Critical requirements are acknowledged, and additional services are offered as needed. |
|
Project Plan & Policy Sign Off |
The scope and project plan topics/dates are reconfirmed, a secondary contact is provided, and the cancellation policy is acknowledged. | The scope and project plan topics/dates are reconfirmed in this phase. A secondary contact is provided, and the customer acknowledges the cancellation policy (72 hours notice for any emergency). |
|
Review Milestone Checkpoints |
At critical points for each product, a healthy state is ensured. Additional recurring touchpoints are available as needed. | At critical points for each product, milestone checkpoints are reviewed to ensure a healthy state. Additional recurring touchpoints are available as needed. |
|
Complete Project Deliverables |
Project deliverables are completed according to the agreed project plan. A survey is sent after every session/deliverable to ensure satisfaction. | Project deliverables are completed according to the agreed project plan. A survey is sent after every session/deliverable to ensure customer satisfaction. |
|
Complete Integration Assurance |
Key integration setup is confirmed, and documentation is shared to keep up to date on new integration features. | Key integration setup is confirmed, and documentation is shared to keep the customer up to date on new integration features as they become available. |
|
Kaseya Support Hand Off |
A leadership call with Support is conducted to establish an escalation point of contact for any product issues. | A leadership call with Kaseya Support is conducted to establish an escalation point of contact for any product issues. |
|
Project Sign Off |
Deployment and integration deliverables are confirmed according to the initial scope. | Deployment and integration deliverables are confirmed according to the initial scope, and the project is signed off. |
|
21 Day Follow Up |
Positive adoption is ensured, questions are answered, and education certifications & services accessible for purchase online are recommended. | After 21 days, a follow-up is conducted to ensure positive adoption. Any remaining questions are answered, and education certifications & services accessible for purchase online are recommended. |