Lastly, make sure you have enough licenses. It's a pain when you don't.
TWX wrote: » if the names of your sections or departments don't match the built-in names but the built-in names correspond well with duties, just go with the defaults and accept the name mismatch. If you attempt to create "networking" because "network services" doesn't match you'll face headaches.
TWX wrote: » After about a year we're leaving it. Cherwell's strength is that it is infinitely customizable. It's terrible weakness is that it must be heavily customized, and it's very easy to overwrite other users' customizations if people are careless. If you do go with it, make sure that you study the defaults thoroughly and don't reinvent the wheel where the defaults work. For example, if the names of your sections or departments don't match the built-in names but the built-in names correspond well with duties, just go with the defaults and accept the name mismatch. If you attempt to create "networking" because "network services" doesn't match you'll face headaches. Also, plan on spending considerable time tweaking it once it's installed, and listen to the people in each section for what they need. Lastly, make sure you have enough licenses. It's a pain when you don't.