InterAction® Implementation Tools

The key to your organization's satisfaction with InterAction is a well-executed implementation. To help you successfully implement InterAction, InterAction provides the following:

InterAction Fundamental Concepts Guide • The InterAction Fundamental Concepts guide serves as an introduction to the concepts, components, and processes that make up a fully deployed InterAction system.

Implementation Checklist • This document provides a high-level overview of the implementation approach followed by LexisNexis InterAction's Professional Services team.

Implementation Roles

• Ongoing Maintenance Team
  (BPOngoingRoles61.pdf, 265 KB)
  This document focuses on the resources required to maintain the functionality deployed in the initial implementation.

• CRM Project Manager - Job Responsibilities and Skill Set
  (CRMProjMgrJobDesc.doc, 68 KB)
  This document describes the CRM Project Manager role. You can use this document to fully understand the recommended responsibilities of the individual serving in this role and the skills required. You can also use the information when creating a job description for hiring an individual to work in this role.

• InterAction Data Steward Role - Job Responsibilities and Skill Set
  (DataStewardJobDesc.doc, 67 KB)
  This document describes the Data Steward role. You can use this document to fully understand the recommended responsibilities of the individual serving in this role and the skills required. You can also use the information when creating a job description for hiring an individual to work in this role.

• InterAction Application Administrator Role - Job Responsibilities and Skill Set
  (AdminJobDesc.doc, 78 KB)
  This document describes the InterAction Administrator role. You can use this document to fully understand the recommended responsibilities of the individual serving in this role and the skills required. You can also use the information when creating a job description for hiring an individual to work in this role.

Training Your Implementation Team • This course chooser provides information about what InterAction courses to take depending on your responsibilities within your firm.

Preparing Your Environment

• InterAction Version Compatibility Matrix
  This provides information about the compatibility of InterAction with database platforms and other applications.
• System Resource Guidelines
  The purpose of this guide is to give you a conceptual overview of the InterAction 5.x components you will be running in your organization and a starting point for planning your hardware and software environment. The guide details the minimum hardware and software configurations to support the InterAction 5.x components, given a set number of users.

Education Components

• Education Toolkit
  InterAction provides an InterAction Education Toolkit, which consists of materials designed to help trainers educate professionals and their assistants on how to use InterAction.
• Planning Your Training
  You will need to answer many questions and take into account the impact your answers will have on the education program.
• Creating Your InterAction End User Training Environment
  This document provides options to configure the end-user training environment that is used to support hands-on training on InterAction 6.x. The intended audience is an organization’s trainer who is responsible for delivering training on InterAction to end users and administrators who are involved in the set up of the training environment. End-User
• Education Services
  Our trainers deliver custom training focused on your organization's unique business processes. They place the mechanics of using the software within the context of each user's job function.

Internal Marketing Rollout Toolkit • The internal marketing rollout kit consists of the following:

• Demos and presentations
• Implementation tips and tricks
• End-user surveys
• Sample internal communications
• Logos, Ads, Posters, and Other Visual Aids

InterAction Glossary • This glossary provides definitions for terms used throughout InterAction documentation.