While it is true that every client journey is unique, start standard where you can, leverage strong product knowledge and clever configuration to get you where you need to be.
Accelerators: start with standard and add popular options to reduce time to value
Gap Analysis: In the demo of the standard (and accelerators if selected) and identify any process requirements that aren't solved yet (80/20 rule is best practice)
Product BackLog: we strive for standard, but the backlog are the parts of your process that need a solution. This is where we make the list.
UAT: best practice guidance provided as well as options for test script templates and use of automation tools to help with getting the test data set up
Reporting: we build on standard fields first so you will be able to use standard reporting
Configuration: implementation have options to have 2 or 3 iterations as well as the option to leverage robotics to automate much of the configurations
Every workshop is a training opportunity. We believe that admin training and knowledge transfer is baked into each workshop. You can't build the experts you need by just having a class at the end of the project. Your admins will be hands-on early in the project so that you they will be confident by the time you go live! Support items are also excellent training opportunities.
Project Portal: We use a project portal that enables transparency of the progress on the budget, increases the efficiency for all team members with their to do lists and due dates in one place. The portal will send a status report automatically which saves a lot of time and keeps us all on track.
We are thrilled for you. It is a fantastic product - here is a little advice to get started.
Client Advocacy: Maybe you are pre kickoff or mid-project and you just need a little guidance to navigate while you get your feet under you. Let us know how we can help.
