@khester/create-dynamics-app 1.0.8 → 1.1.0

package/templates/dynamics-365-starter/docs/team-standards/client-onboarding.md

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+     # Client Onboarding Procedures
+
+## Overview
+
+This document outlines the standardized process for onboarding new clients and setting up their
+Dynamics 365 consulting projects using the Enterprise Consulting Framework.
+
+## Table of Contents
+
+1. [Pre-Engagement Activities](#pre-engagement-activities)
+2. [Project Initialization](#project-initialization)
+3. [Technical Setup](#technical-setup)
+4. [Team Preparation](#team-preparation)
+5. [Client Environment Setup](#client-environment-setup)
+6. [Development Environment](#development-environment)
+7. [Initial Delivery](#initial-delivery)
+8. [Knowledge Transfer](#knowledge-transfer)
+9. [Go-Live Preparation](#go-live-preparation)
+10. [Post-Implementation Support](#post-implementation-support)
+
+## Pre-Engagement Activities
+
+### 1. Client Discovery and Requirements Gathering
+
+#### Business Analysis Checklist
+
+- [ ] Industry and business model analysis
+- [ ] Current system architecture assessment
+- [ ] Integration requirements identification
+- [ ] Compliance and security requirements
+- [ ] Performance and scalability needs
+- [ ] User roles and access requirements
+- [ ] Reporting and analytics needs
+- [ ] Mobile and offline requirements
+
+#### Technical Assessment
+
+```bash
+# Create client assessment document
+./scripts/create-client-assessment.sh --client "ClientName"
+```
+
+**Key Information to Gather:**
+
+- Current Dynamics 365 license type
+- Existing customizations and solutions
+- Third-party integrations
+- Data migration requirements
+- Training and adoption needs
+- Timeline and budget constraints
+
+#### Stakeholder Identification
+
+- **Executive Sponsor** - Decision maker and budget owner
+- **Business Users** - Day-to-day system users
+- **IT Contact** - Technical point of contact
+- **Project Manager** - Client-side project coordination
+- **Subject Matter Experts** - Domain knowledge experts
+
+### 2. Statement of Work (SOW) Development
+
+#### SOW Components
+
+- [ ] Project scope and deliverables
+- [ ] Timeline and milestones
+- [ ] Resource allocation and roles
+- [ ] Technology stack and architecture
+- [ ] Testing and quality assurance approach
+- [ ] Training and knowledge transfer plan
+- [ ] Support and maintenance terms
+- [ ] Change management process
+
+#### Risk Assessment
+
+- [ ] Technical complexity assessment
+- [ ] Integration complexity evaluation
+- [ ] Data migration risk analysis
+- [ ] Timeline feasibility review
+- [ ] Resource availability confirmation
+- [ ] Client readiness evaluation
+
+## Project Initialization
+
+### 1. Create New Client Project
+
+```bash
+# Initialize new client project with consulting framework
+create-dynamics-app acme-crm-project \
+  --client-name "ACME Corporation" \
+  --entities "opportunity,quote,invoice,servicecase" \
+  --page-type all \
+  --deployment-target prod \
+  --generate-sample
+```
+
+### 2. Project Structure Setup
+
+```bash
+# Navigate to project directory
+cd acme-crm-project
+
+# Run client-specific setup
+node src/client-project-template/scripts/client-setup.js
+
+# Initialize git repository
+git init
+git add .
+git commit -m "Initial project setup for ACME Corporation"
+```
+
+### 3. Repository and Collaboration Setup
+
+#### GitHub Repository Setup
+
+```bash
+# Create repository (GitHub CLI)
+gh repo create company/acme-crm-project --private
+
+# Add remote and push
+git remote add origin https://github.com/company/acme-crm-project.git
+git push -u origin main
+
+# Create development branch
+git checkout -b develop
+git push -u origin develop
+```
+
+#### Branch Protection Rules
+
+- [ ] Require pull request reviews (minimum 2)
+- [ ] Require status checks to pass
+- [ ] Require up-to-date branches
+- [ ] Restrict pushes to main branch
+- [ ] Require administrator review for sensitive changes
+
+#### Project Management Setup
+
+- [ ] Create project board in GitHub/Azure DevOps
+- [ ] Set up milestone tracking
+- [ ] Configure issue templates
+- [ ] Set up automated project workflows
+- [ ] Establish sprint planning process
+
+## Technical Setup
+
+### 1. Environment Configuration
+
+#### Client Configuration File
+
+```json
+{
+  "name": "ACME Corporation",
+  "code": "ACME",
+  "industry": "Manufacturing",
+  "timezone": "America/New_York",
+  "contact": {
+    "primaryContact": "John Smith",
+    "email": "john.smith@acme.com",
+    "phone": "+1-555-0123"
+  },
+  "branding": {
+    "primaryColor": "#1f4e79",
+    "secondaryColor": "#2563eb",
+    "logoPath": "src/branding/logos/acme-logo.png"
+  },
+  "features": {
+    "enableAdvancedLogging": true,
+    "enableCustomWorkflows": true,
+    "enableReporting": true,
+    "enableMobileOptimization": true
+  }
+}
+```
+
+#### Environment-Specific Configurations
+
+```bash
+# Create environment configurations
+./scripts/setup-environments.sh \
+  --environments "dev,test,staging,prod" \
+  --client-code "ACME"
+```
+
+### 2. Dynamics 365 Environment Setup
+
+#### Development Environment
+
+- [ ] Create development environment in Power Platform Admin Center
+- [ ] Configure security groups and users
+- [ ] Install required solutions and dependencies
+- [ ] Set up sample data for development
+- [ ] Configure integration endpoints
+
+#### Test Environment
+
+- [ ] Create test environment with production-like data
+- [ ] Set up automated deployment pipeline
+- [ ] Configure testing frameworks and tools
+- [ ] Establish performance benchmarks
+- [ ] Set up monitoring and logging
+
+#### Production Environment
+
+- [ ] Production environment preparation checklist
+- [ ] Security and compliance validation
+- [ ] Performance testing and optimization
+- [ ] Backup and recovery procedures
+- [ ] Monitoring and alerting setup
+
+### 3. Authentication and Security Setup
+
+#### Azure AD Configuration
+
+```bash
+# Register application in Azure AD
+az ad app create \
+  --display-name "ACME CRM Application" \
+  --available-to-other-tenants false \
+  --reply-urls "https://acme-dev.crm.dynamics.com/auth/callback"
+
+# Configure API permissions
+az ad app permission add \
+  --id {app-id} \
+  --api 00000007-0000-0000-c000-000000000000 \
+  --api-permissions user_impersonation=Scope
+```
+
+#### Security Configuration Checklist
+
+- [ ] Multi-factor authentication enabled
+- [ ] Conditional access policies configured
+- [ ] Security roles and field-level security set up
+- [ ] Data loss prevention policies applied
+- [ ] Audit logging enabled
+- [ ] Privileged access management configured
+
+## Team Preparation
+
+### 1. Team Assembly
+
+#### Core Team Roles
+
+- **Technical Lead** (1) - Architecture and technical oversight
+- **Senior Developers** (2-3) - Feature implementation and mentoring
+- **Developers** (2-4) - Development and testing
+- **QA Engineer** (1) - Quality assurance and testing
+- **DevOps Engineer** (1) - Infrastructure and deployment
+- **Business Analyst** (1) - Requirements and client liaison
+
+#### Team Onboarding Checklist
+
+- [ ] Access to repositories and development tools
+- [ ] Client background and business context training
+- [ ] Technical architecture and codebase walkthrough
+- [ ] Development environment setup
+- [ ] Client communication protocols and escalation procedures
+- [ ] Project timeline and milestone review
+
+### 2. Knowledge Transfer Sessions
+
+#### Week 1: Foundation
+
+- **Day 1**: Client business overview and requirements
+- **Day 2**: Technical architecture and framework introduction
+- **Day 3**: Development environment setup and first tasks
+- **Day 4**: Coding standards and review process
+- **Day 5**: Client communication and project management tools
+
+#### Week 2: Implementation
+
+- **Day 1**: Entity modeling and data architecture
+- **Day 2**: UI/UX patterns and component development
+- **Day 3**: Integration patterns and API development
+- **Day 4**: Testing strategies and quality assurance
+- **Day 5**: Deployment and DevOps procedures
+
+### 3. Client Communication Protocols
+
+#### Regular Meetings
+
+- **Daily Standups** (Internal team) - 15 minutes
+- **Weekly Status Updates** (Client stakeholders) - 30 minutes
+- **Bi-weekly Sprint Reviews** (Client + team) - 60 minutes
+- **Monthly Steering Committee** (Executives) - 90 minutes
+
+#### Communication Channels
+
+- **Slack/Teams** - Daily communication and quick questions
+- **Email** - Formal communications and documentation
+- **Video Calls** - Complex discussions and demonstrations
+- **Project Portal** - Status updates and document sharing
+
+## Client Environment Setup
+
+### 1. Dynamics 365 Tenant Configuration
+
+#### Initial Setup Tasks
+
+```bash
+# Connect to client tenant
+Connect-CrmOnline -ServerUrl "https://acme.crm.dynamics.com"
+
+# Import base solution
+Import-CrmSolution -SolutionFilePath "./solutions/DynamicsUIKit_Base.zip"
+
+# Configure security roles
+Import-CrmSecurityRole -RoleFilePath "./security/CustomRoles.xml"
+```
+
+#### Solution Management
+
+- [ ] Create publisher for client customizations
+- [ ] Set up solution layers and dependencies
+- [ ] Configure managed vs unmanaged solutions
+- [ ] Establish ALM (Application Lifecycle Management) process
+- [ ] Set up solution versioning strategy
+
+### 2. Data Migration Strategy
+
+#### Data Assessment
+
+- [ ] Source system data analysis
+- [ ] Data quality assessment
+- [ ] Data mapping and transformation requirements
+- [ ] Migration timeline and cutover strategy
+- [ ] Data validation and testing procedures
+
+#### Migration Tools Setup
+
+```bash
+# Install and configure migration tools
+npm install -g @microsoft/cds-data-migrator
+
+# Create data migration configuration
+./scripts/setup-data-migration.sh --client "ACME"
+```
+
+## Development Environment
+
+### 1. Developer Workstation Setup
+
+#### Required Software
+
+```bash
+# Install required tools
+choco install nodejs git vscode postman
+
+# Install global packages
+npm install -g @microsoft/cds-cli
+npm install -g create-dynamics-app
+
+# Clone and setup project
+git clone https://github.com/company/acme-crm-project.git
+cd acme-crm-project
+npm install
+```
+
+#### Development Tools Configuration
+
+- [ ] VS Code extensions and settings
+- [ ] Git configuration and SSH keys
+- [ ] Dynamics 365 CLI tools
+- [ ] Testing frameworks and tools
+- [ ] Code quality tools (ESLint, Prettier, SonarLint)
+
+### 2. Local Development Setup
+
+#### Environment Variables
+
+```bash
+# .env.local file
+REACT_APP_CLIENT_NAME="ACME Corporation"
+REACT_APP_ENVIRONMENT="development"
+REACT_APP_API_URL="https://acme-dev.api.crm.dynamics.com"
+REACT_APP_TENANT_ID="your-tenant-id"
+REACT_APP_CLIENT_ID="your-client-id"
+```
+
+#### Development Commands
+
+```bash
+# Start development server
+npm run dev
+
+# Generate new entity
+npm run generate:entity -- --entity product --display-name "Product"
+
+# Run quality checks
+npm run quality
+
+# Build for testing
+npm run build:dev
+```
+
+## Initial Delivery
+
+### 1. Prototype Development
+
+#### Sprint 0 Deliverables (Week 1-2)
+
+- [ ] Development environment setup
+- [ ] Basic authentication and navigation
+- [ ] Core entity models (Account, Contact, Opportunity)
+- [ ] Sample CRUD operations
+- [ ] Basic reporting dashboard
+
+#### Demo Preparation
+
+```bash
+# Build demo version
+npm run build:demo
+
+# Deploy to demo environment
+./scripts/deploy-demo.sh --client "ACME"
+```
+
+### 2. Client Feedback Integration
+
+#### Feedback Collection Process
+
+- [ ] Demo session with stakeholders
+- [ ] Feedback documentation and prioritization
+- [ ] Impact assessment and timeline adjustment
+- [ ] Change request process execution
+- [ ] Updated requirements documentation
+
+#### Iteration Planning
+
+- [ ] Sprint planning with updated requirements
+- [ ] Resource allocation adjustments
+- [ ] Timeline and milestone updates
+- [ ] Risk assessment and mitigation
+- [ ] Client expectation management
+
+## Knowledge Transfer
+
+### 1. Administrator Training
+
+#### System Administration Topics
+
+- User and security role management
+- Custom entity and field management
+- Business process flow configuration
+- Report and dashboard creation
+- Integration monitoring and troubleshooting
+
+#### Training Materials
+
+- [ ] Administrator guide documentation
+- [ ] Video training sessions
+- [ ] Hands-on workshops
+- [ ] Reference materials and cheat sheets
+- [ ] Support contact information
+
+### 2. End User Training
+
+#### User Training Program
+
+- [ ] Role-based training modules
+- [ ] Hands-on practice sessions
+- [ ] User acceptance testing participation
+- [ ] Go-live support and coaching
+- [ ] Post-implementation reinforcement training
+
+#### Training Delivery Methods
+
+- **In-person workshops** - Comprehensive training sessions
+- **Virtual training** - Remote training for distributed teams
+- **Self-paced learning** - Online modules and documentation
+- **Just-in-time support** - Context-sensitive help and guidance
+
+## Go-Live Preparation
+
+### 1. Pre-Production Checklist
+
+#### Technical Readiness
+
+- [ ] All features implemented and tested
+- [ ] Performance testing completed
+- [ ] Security assessment passed
+- [ ] Data migration validated
+- [ ] Integration testing completed
+- [ ] Backup and recovery procedures tested
+
+#### Business Readiness
+
+- [ ] User training completed
+- [ ] Business processes documented
+- [ ] Support procedures established
+- [ ] Change management plan executed
+- [ ] Stakeholder sign-off obtained
+
+### 2. Go-Live Execution
+
+#### Go-Live Timeline
+
+```bash
+# Week before go-live
+./scripts/pre-golive-checklist.sh
+
+# Go-live day
+./scripts/golive-deployment.sh --environment prod --client ACME
+
+# Post go-live monitoring
+./scripts/monitor-golive.sh --duration 72h
+```
+
+#### Support During Go-Live
+
+- [ ] 24/7 support team availability
+- [ ] Escalation procedures activated
+- [ ] Issue tracking and resolution
+- [ ] User assistance and guidance
+- [ ] Performance monitoring and optimization
+
+## Post-Implementation Support
+
+### 1. Transition to Support
+
+#### Support Model Definition
+
+- **Level 1 Support** - Basic user questions and guidance
+- **Level 2 Support** - Technical issues and configuration changes
+- **Level 3 Support** - Complex technical problems and development
+- **Emergency Support** - Critical business impact issues
+
+#### Support Documentation
+
+- [ ] Support procedures and escalation matrix
+- [ ] Known issues and resolutions
+- [ ] System monitoring and alerting setup
+- [ ] Maintenance procedures and schedules
+- [ ] User help documentation and FAQs
+
+### 2. Continuous Improvement
+
+#### Performance Monitoring
+
+```bash
+# Set up monitoring dashboard
+./scripts/setup-monitoring.sh --client ACME --environment prod
+
+# Configure alerts and notifications
+./scripts/configure-alerts.sh --client ACME
+```
+
+#### Regular Reviews
+
+- [ ] Monthly performance reviews
+- [ ] Quarterly business value assessments
+- [ ] Semi-annual technical health checks
+- [ ] Annual strategic planning sessions
+- [ ] Continuous user feedback collection
+
+### 3. Maintenance and Enhancement
+
+#### Ongoing Activities
+
+- [ ] Regular system updates and patches
+- [ ] Performance optimization and tuning
+- [ ] New feature development and deployment
+- [ ] User training and adoption support
+- [ ] Compliance and security maintenance
+
+#### Enhancement Planning
+
+- [ ] Feature request evaluation and prioritization
+- [ ] Technical debt management
+- [ ] Platform upgrade planning
+- [ ] Integration expansion opportunities
+- [ ] Advanced analytics and AI implementation
+
+---
+
+This onboarding process ensures consistent, high-quality project delivery and sets the foundation
+for long-term client success. Each step includes specific deliverables, timelines, and success
+criteria to maintain project momentum and quality standards.