KOR Reporting Services Project Plan
Project Timeline
The Airtable link provided outlines the key steps required for implementation. If a step doesn’t apply to your organization, we’ll simply mark it as not applicable.
Please note, the steps are organized per implementation. If your rollout is segmented by jurisdiction, the full set of steps will be repeated for each jurisdiction. Alternatively, if your implementation varies by system or asset class (e.g., different data feeds), we’ll duplicate only the relevant steps specific to each feed.
This Airtable serves as a high-level outline. We’ll tailor a customized version to reflect your organization’s structure, timeline, and priorities.
Project Scope Planning – Implementation Phasing
To help guide our project planning and build a tailored implementation roadmap, please complete the linked Scope Section. This section will help us understand how you would like to phase the implementation.
You may choose to:
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Go jurisdiction by jurisdiction,
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Group certain jurisdictions together, or
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Break apart jurisdictions by asset class.
It’s important to outline your expectations, priorities, and any hard deadlines, dependencies, or potential blockers that could impact delivery.
What we’re asking you to populate:
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Target go-live dates (or regulatory deadlines, if applicable)
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Priority of jurisdictions and asset classes
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Known constraints or system limitations
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Any overlap or sequencing preferences
This will serve as a general outline, and we’ll work together to refine the detailed plan as we progress through each implementation phase—or multiple phases, if they overlap.
Please let us know if you have any questions as you begin filling this out. We’re here to help!