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In this article

Discovery Process
Discovery Call Questions

Getting Started

What to Expect in the Discovery Phase

Apply

What to Expect in the Discovery Phase

Discovery Process
Discovery Call Questions

We’re excited to get started on your site implementation.

We’ve outlined the first steps in starting a project below:

Discovery Process

Discovery Call(s)

What to expect:

An outline of the implementation process
Confirm workflow details, scope of the project, and timelines

Discovery Call Follow-Up

What to expect:

Finalized Scope of Work statement for your approval, including timelines
Copy of the implementation process outline
Calendar invite for our next call

Finalized Document Gathering

What to expect:

We will request that finalized items are sent for the site implementation

Example items:

Eligibility form + rules to determine eligibility
Application forms
Task names (ex. “Upload Your CV”)
Automated email text
Review forms (scoring and questions)
Post-Acceptance forms (ex. Mid Year Report)

Discovery Call Questions

NOTE: Some of the questions below may not be applicable to your implementation.

Pre-Application

Are there any eligibility requirements before creating an application? Or can the applicant create applications to any available process?
Can the applicant create multiple applications?

Application Stage(s)

Who are your applicants? (i.e. the name of the group)
What tasks does the applicant need to complete before submitting?
- (i.e) Application Form, Upload CV, Get a Recommendation
What format would you like applicants to upload their documents in?
- (i.e.) PDF only, Microsoft Word, jpeg and png
Do the submissions need to be sub-categorized in any way?
- (i.e.) Categorize applications by their home province
What automations need to occur in this stage?
- (i.e.) Automatically move the application into the review stage
- (i.e.) Email the applicant thanking them for their application

Review Stage(s)

Who are your reviewers? (i.e. the name of the group)
How the submission assigns to the reviewers?
- (i.e.) All submissions are assigned to the entire group or are they matched up based on some criteria?
What task does the reviewer need to complete on the submission? (i.e. scoring form)
What criteria either accepts or declines the applicants?

Post-Acceptance Stage(s)

Do we need to send an email to notify the applicant that there is additional action required?
What tasks does the applicant need to complete in post-acceptance?
- (i.e.) Mid Year Report, Upload Receipts
What automations need to occur in this stage?
- (i.e.) Automatically move the application into the completed application stage
- (i.e.) Email the applicant thanking them for their reports

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