Project Team Roles & Responsibilities

Below are a list of project team members and a description of their roles throughout all phases of
your imaging project. Customer team roles vary based on the type of business and their internal
structure.

PSI Project Team

Account Executive: The individual who has guided the customer through the sales process and
determined the products and high-level scope to match the company’s imaging needs. The
Account Executive will transition the project, after sale, to a PSI Project Manager, bring them up
to speed on the account and be available as needed going forward.

Application Engineer (AE): The technical resource during the sales process. The AE is
responsible for answering any and all technical questions that come up while the customer is
deciding which PSI products to purchase and how to implement them appropriately in each
environment. The AE remains involved with the project throughout it’s lifecycle as second tier
technical support to the Project Manager, Implementation Consultant and customer.

Project Manager (PM): The main point of contact for the customer throughout planning,
implementation and project wrap up. The Account Executive transitions the project to the PM
once a sale is complete. The Project Manager is responsible for all project leadership, planning,
communication and issue resolution. They are the resource responsible for ensuring the
customer understands the project process, the deliverables needed for a successful
implementation and the tasks that must be completed prior to and during deployment. The PM
will engage the customer in planning sessions needed to completely map out the strategy and
detailed plan for the implementation. They are also responsible for keeping the project to the
agreed upon scope and within the allocated budget. The PM leads and supports the
Implementation Consultant involved in deployment of the imaging solution designed during the
planning phase.

Implementation Consultant (IC): The individual(s) responsible for on site deployment of the
products purchased and the solution designed during the planning phase. The IC will be
scheduled at the customer location to perform physical set up of all components. They are
responsible for training customer team members on the implemented solution and ensuring they
are comfortable moving forward on their own.

Project Management Coordinator (PMC): The individual who assists the Project Manager with all
aspects of the project. The PMC is responsible for scheduling calls and attending meetings. They
are also responsible for creating and maintaining project documentation such as agendas,
meeting minutes and general project communications. The PMC is the resource responsible for
much of the correspondence with the customer as well as assisting in keeping the project record
up to date.
Resource Coordinator (RC): The team member that assists customers in getting signed up and
scheduled for PSI training classes. The RC is also responsible for initial set up of customer
administrator accounts on the PSI web site and support portal. They also schedule all flights and
accommodations for the PSI Team.

Customer Project Team

Main Point of Contact: The individual assigned to manage the project. This role is extremely
important and includes such responsibilities as:
 Providing a single point of contact for communication with the PSI PM
 Distributing planning materials to the entire customer team
 Ensuring scheduled meetings are attended by the customer project team
 Gathering and distributing project deliverables to the PSI PM
 Managing customer tasks and notifying PSI PM of task delays and completion
dates (assists in meeting project timeline)
 Responsible for notifying PSI PM of any issues that arise so they may be
documented and followed-through to resolution

Imaging System Administrator: The System Admin is responsible for ongoing set up and
maintenance of the system once the project is complete. They should plan to attend all project
planning sessions. They should be the individual that attends the PSI ImageNow System
Administrator training class. This role can be fulfilled by one or more individuals. If only one
person is chosen, we recommend selecting someone from within the department being
implemented and who is computer savvy and a quick learner. Often customers will choose a
System Admin from each department to support their area. An IT resource can perform the role
if they are familiar with the processes and function of the business area being installed. The
below tasks can also be split between an IT resource and a department resource, both individuals
taking on part of the System Administrator role. The System Admin will often be responsible for
the following activities:
 Setting up new users and groups
 Assigning ImageNow privileges to users and groups
 Creating LearnMode applets
 Setting up Capture profiles on the scanner(s)
 Installing new ImageNow clients
 Maintaining workflow queues and routes
 Providing internal support to end users

Departmental Decision Maker: The individual responsible for final sign-off of the planned
solution and imaging process. It is critical that this individual attend all planning sessions to
keep the team headed in the right direction with regards to changes in process and roles for
imaging. When the decision maker is involved in all planning sessions, there are fewer
requirements changes during the actual on site implementation.
Departmental End-User: This individual(s) should be familiar with the business area being
implemented and actually perform the processes and daily tasks. They provide important input
on day-to-day operations and functions. They often identify potential risks with planned
solutions and have low-level detail on departmental processes, key to the success of the project.

Scan Operator: The individual(s) responsible for daily scanning operation. They will be trained
by the PSI Implementation Consultant on prepping documents for the scan process and choosing
the correct scanner/capture settings for each type of document group or batch. They will often be
trained on the QA procedures available in ImageNow.