@khester/create-dynamics-app 1.1.0 → 2.1.0

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

@@ -1,577 +0,0 @@
-     # 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.