Professional Services Automation
Learn how we make implementation a breeze with our 6-phase approach
Phase 1. Define
We want to know your business! Your implementation consultant starts you on the path to success by asking about the key challenges your workforce faces and by determining the technical requirements of your selected solutions. Once this assessment is complete, we get really personal and provide a customised rollout plan designed for your business. Included are project milestones and deliverables — as well as success criteria to match your goals and needs — to ensure a timely, pragmatic, and scalable launch.
Phase 2. Configure and Integrate
Once we understand your requirements, we configure the solutions to match your business needs. Sit back and relax while we import data from your existing systems, manage your configuration, setup custom reporting and integrate any third-party or proprietary systems. Our weekly status review calls provide you with updates so you’re never in the dark.
Phase 3. Training
Time to learn! We provide a comprehensive training program to match your users and selected solutions. Included are detailed product overviews, role-specific training, and any other end user training that may be needed, including train-the-trainer sessions. Online tutorials and documentation are provided for reference and to facilitate a smooth transition to your new solutions.
Phase 4. Acceptance Test
We want you to love us. Before your final build is released into production, we must pass your user acceptance test. This phase ensures that we configured your system correctly and any integrations are seamless. A group of users is given a sandbox environment to play in and thoroughly test without harm to your final production system. Any issues that arise will be addressed before sign off.
Phase 5. Deploy
You’re ready for prime time. With testing complete, your solution moves into the production environment. Employees can now access and use the system. (Cue the cheers!) If needed, configuration settings can be adjusted throughout this deployment phase to further hone the solution. Once again, you can sit back and relax. Your employees now have a powerful workplace solution, configured with their exact needs in mind.
Phase 6. Success Criteria
Your success is our number one goal. Before your implementation consultant’s work is complete, the success criteria from phase one goes through review and sign-off to ensure the system is running smoothly and matches your expectations. Then it’s time to celebrate and transition to your dedicated Customer Success Manager for future questions.
