Implementation Process

Chris Quiroz -

 

 

Goal & Timeline

Goal

To get your site up and running in an efficient and effective manner by a launch date specified by you.

Timeline

The implementation timeline goal is four to six weeks though maximum implementation time is three months which begins after the first discovery call.

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Process Outline

Discovery Phase

During the Discovery Phase your Customer Engagement Representative (CER) will fully outline the implementation process and you’ll work together to determine a timeline that make sense for you. There will also be an in depth discussion on program(s) which will help to determine the scope of work. Once the scope of work has been confirmed, you will gather all documents relevant to your program(s) and pass them along to your CER. These documents may be applications forms, review forms, etc.

Initial Site Build & Test Phase

Once your CER has received all documentation they will complete and test the first iteration of your site.

Demo Call 1

During the first Demo Call, your CER will give a demonstration of your site and explain in depth what’s been built. They will also answer any questions you have about the training materials available.

One Time Feedback Period

The Feedback Period is a time for you to provide your feedback on what your CER has built. You will be provided with a document where you can record all feedback and any changes you wish for the CER to make. Once all of your feedback has been recorded, the CER will implement it.

Demo Call 2

During the second and final Demo Call, your CER will give a demonstration of the changes that have been made. They will also answer any questions you have about the training materials available.

Closing Call

Your CER will give you information on how to contact our support team and schedule a final follow up call to check at a preferred time down the road. They’ll also provide you with all resources available to support you as you continue with your new site.

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