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Introduction to Customization

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Developing your custom TeamConnect design involves research and planning. Business analysts gather the requirements to represent your organization's business model, and technical analysts develop the corresponding functional specifications.
Be sure to develop or obtain all of the necessary design documents before you and your team begin the customization process. Once your design is completed, you can set up and configure TeamConnect to translate the design into a fully functional application to meet your organization's needs.

Before you start implementing your design in TeamConnect, do the following operations:

  • Install TeamConnect according to the requirements.
  • Create your own user account and ensure that it belongs to a user group with Setup rights.
  • Familiarize yourself with TeamConnect and its Designer user interface.
  • Plan your implementation strategy according the order, process, and dependencies listed in Customization Sequence.
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