4. Launch
Tenant
communications
Tenant training
Go-live
Data Collection &
Site Creation
Data definition &
collection
System data load
Training &
Internal Usage
Execution of role-
based training plan
Internal testing &
usage
Mid-Point
Review
Review branding and
data loading
Workflow
configuration
Build training schedule
Review &
Maintain
Adoption review
Support
Continued training
Kick-Off Call
Identify timeline &
team
Create a plan for
obtaining data
Develop project plan
Plan for success
Phase 1 Phase 2 Phase 3
Milestone Phase
Implementation Methodology
Regular executive check-in after each phase
3-Phase Approach to Comprehensive Implementation
5. Data Loading
All key information pre-loaded:
§ Employee Records
§ Customer
§ User
§ Vendor
§ Equipment
7. Your Implementation & Support Team
Implementation
Team
• Manages
deployment
• Deploys as much
of the application
as possible
based on your
needs, schedule
Client Success
Team
• Deploys
additional
functionality and
features based
on your goals
• Advises on best
practices
Client Support
Team
• Provides product
expertise
• Provides support,
ad hoc training,
and defect
monitoring by
phone and email
Implementation Post-Implementation
• Director of Implementation &
Technical Services
• Implementation Project Manager
• Director of Client Success
• Client Success Manager
• Client Success Specialist
10. New Building
Deployments
Annually
Client
Satisfaction
Speed of
First Reply Time
vs. Industry Average
Client
Retention
Amount Charged to
Customers for
Support
10,194
96%
5.4x
96%
$0
Ensuring Client Success
“The team is exceptional…
from the team that walked us
through the product…
to the team that helped us set it
all up, and finally the support
team.
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