
HEAT Planning & Design Guide
A properly planned and designed HEAT
system is the key to fully leveraging the power
of HEAT and implementing a solution that it is
tailored to meet your organization's unique
business requirements.

This book provides a
step-by-step guide to collecting the
requirements and information necessary for the
planning and design stages of your HEAT project.
The workbook-style of this document provides a
practical method for creating a "design plan"
for your HEAT system. This guide includes
strategies for call classification, managing
customer data, business rules and overall system
administration.
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