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INTERNAL: Resolve Backloading Activity Process

The below outlines the typical backloading high level process to import client historical business papers into Resolve

BACKLOADING PHASES and STEPS

Any backloading activity should be tracked with the client in Hubspot and Clickup.  Hubspot ticket from a communication perspective, to record any emails and conversations.  Clickup to track the project activities.

1. Initial Client Call - CLIENT/REDMAN

- Client Meeting Booked (Delivery/Support)
- Client call to explain Backload process (Client/Support)
- Set up s3 / Sharepoint access (Support/Dev)
- Follow up summary email with steps, Sharepoint location and Excel template (Support)

2. Client Meeting Content / Details Collection and Upload - CLIENT

- Client gather PDF/Media content and upload to Redman location
- Client populate Excel template with Meeting details
- Advise Redman when content/details ready for first batch or sample.

3. Validate / Dev Map 1st Batch to Resolve and Import - REDMAN

- Review Client meeting content/details and provide feedback to client if incorrectly completed.
- Prep for first import (Support)
- Import through Resolve front end (Support) or
- Engage Dev to map data for initial Batch import to Resolve (Support/Dev)

4. Check 1st Import / Advise Client with Validation steps - REDMAN

- Check 1st Import correct (Support)
Email Client 1st Import completion details and steps for them to validate prior to publishing (Support)
- If necessary, arrange Client call to explain first import and answer questions (Support)

5. Remaining Batches Import - CLIENT/REDMAN

- Provide remaining meeting content/details for Redman to import.  Can be in batches or grouped by Meeting Type, depending on size (Client).
- Complete each remaining batch import and validate before advising Client (Support)

6. Complete / Client Publish - CLIENT/REDMAN

- Redman advise client on full activity completion (Support)
- Client finalise their validation and publish to BoardView and/or Public portals if required. (Client)
 
Support post Backload tasks:
- Reindex in Resolve (Dev) - Jeff will use his post backload reindex tool to ensure this content is searchable in BoardView and Public portals
- Delete Content files from s3 or Sharepoint
- Update ClickUp / Hubspot (Ticket and Asset note)