Implementation Process Overview

Implementation is the process of getting your organization enabled on a particular solution. It is a necessary process that consists of these stages:

  • Initiation
  • Installation, Configuration, and Testing (UAT)
  • GoLive

Project Stages

STAGE 1: INITIATION

Objective: Gather all relevant details in order to complete subsequent stages of the implementation process.

Below are the main activities associated with this stage:

  • Identify and assign team members
  • Grant access to systems
  • Review and understand what is included in the scope of work (SOW) of the project, and finalize SOW

Note: If it is determined that an additional requirement needs to be included in the initial GoLive, such requirement needs to be scoped, priced, signed-off on, and paid for. It should be understood that the implementation timeline may be adjusted as a result of adding additional requirement(s)

  • Provide answers to configuration questions

STAGE 2: INSTALLATION, CONFIGURATION, and TESTING (UAT)

Objective: Install the product, configure it per customer specifications, and complete user-acceptance testing (UAT) as a preparation for a GoLive.

Below are the main activities associated with this stage:

  • Install the product (connector)
  • Install add-ons (if applies)
  • Develop customizations (if applies)
  • Configure the product and add-ons per client specifications
  • Complete user-acceptance testing (UAT) to ensure the overall solution works as designed – log issues in the issues log, provide timely resolution and answers towards issue resolution

STAGE 3: GOLIVE

Objective: Bring the overall solution live (enable and perform final tests in the live environment), resolve post-GoLive issues (within the SOW).

Note: It is common that your organization may decide to go live with some of the functionality and not the entire functionality as stated in the statement of work (SOW) / quote. It is solely your organization’s decision and will not be used to prorate, discount, or otherwise have any effect on any monies due to us and other relevant parties (if applies).

Below are the main activities associated with this stage:

  • Define GoLive date and time
  • Prepare for the GoLive
  • Deploy the solution and perform tests at GoLive
  • Participate in trainings to ensure your team members are familiar how to work with and maintain the product

At the end of this GoLive stage we will close the implementation project and set you up with on-going support, demonstrate how to file support cases, and ensure you have an access to the customer portal.