Kick Off
Identify Objectives
- Desired “go-live” date
- Data migration plan
- Training recommendations, access & enrollment
- Integration utilization options
- Stakeholders & recurring check-ins
- Project management process
SETUP
Provision infrastructure
- Data analysis
- Data migration
- Sandbox testing
- Establish user management
Education
Product Training
- Complete ToolWatch Essentials training
- Discuss customer specific use-cases and cover additional questions
- Review next steps ensuring a successful data migration process
- Identify additional training & modules to be rolled out
Go Live
Product Launch
- Provision production database
- Internal SOP’s have been tested, documented, understood and are in place
- Users are equipped with knowledge they need to operate ToolWatch successfully
- Day-to-day operations & usage have begun or are ready to begin
- Additional training & module roll-outs are confirmed & scheduled
- Integrations are operating & functional
Customer Success
Here for you, always
- We will introduce you to your Customer Success Manager, who will become your primary point of contact moving forward.
