Project Manager
- Schedules the Personalization Sessions after the Kickoff call.
- Ensures all key roles can attend the sessions, and all action items post-sessions are executed on time.
Functional Consultant
- Owns and leads the Personalization Sessions with the customer.
- Reviews the Blueprint and resaves it as the Personalization Worksheet.
- Starts the offline configuration of NetSuite after completing all Personalization Sessions.
Technical Consultant
Validates the customization requirements in the Solution Design Document.