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Implementation Process

During the implementation process, our goal is get your site up and running in an efficient and effective manner by your requested launch date.

During the Discovery Phase your Implementation Specialist 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 Implementation Specialist. These documents may be applications forms, review forms, etc. For additional information on how to prepare for this discussion, please view "What to Expect in the Discovery Phase"

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

During the first Demo Call, your Implementation Specialist 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.

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

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

Your Implementation Specialist 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 the resources available to support you as you continue with your new site.