Client Journey

The Implementation Journey is a six-step journey guided by your Implementation & Training Consultant, and assisted by your Client Success Manager (CSM). This framework serves as our foundation, but we will work with your team in the Kickoff Call to create an implementation plan that is customized for you!

1. Kickoff Call: Clearly identify goals, expectations and deadlines for a successful launch.

2. Technical Overview: Discuss technical requirements and answer any questions regarding the technical implementation.

3. Product Training & Configuration: Deliver customized product training sessions while simultaneously configuring technical components.

4. Next Steps & Roadmap for Launch: Deliver customized product training sessions while simultaneously configuring technical components.

5. CSM Transition & Best Practices: Official handover to the CSM and engage in discussions about long-term best practices for the adoption of the platform.

6. Product Launch: Hit the launch button! Roll out the platform to students and continue check-ins with your CSM.

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The majority of implementation will take place in Phase 3, where we not only focus on training you on how to use the platform but also work closely with your IT team to get your technical setup right. We will guide you through the initial setup that is required for launch and identify any additional modules that require training.

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Throughout implementation, you will gain access to a wide variety of resources, including a dedicated client portal where you will find multiple checklists that will guide you to a successful launch!

• Implementation Checklist: Tasks designated for your core team responsible for platform setup.

• Technical Items Checklist: Tasks allocated for your Project Managers and IT team to address.

• Dedicated App Checklist: Tasks for you to complete if you purchased a dedicated mobile app.

Upon completing the Product Training & Configuration phase, we will map out next steps and identify any outstanding tasks that need to be completed. After that, we will introduce and transition you to your Campus Success Manager (CSM). Your CSM will then serve as your primary point of contact moving forward, ensuring continued support and success in your journey.