Phase 1 – Kickoff |
Initial Configuration
- Projectmates installed and QA process completed
- Customized & branded portal page created for client
| Kickoff
- Discovery workshops scheduled, Projectmates implementation team meets with client SMEs
- Pre-discovery project documents sent to implementation lead
| Configuration
- Implementation project and sandbox project created
- Initial list of client users accounts added
- Client process documents reviewed
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Phase 2 – Discovery |
Onsite Discovery
- Onsite discovery workshops with Projectmates implementation team & client SMEs
- Initial list of existing projects identified to transition to Projectmates (Pilot if possible)
- List of initial internal/external users identified
| Communications Plan
- Onboarding & communication plan finalized
- Projectmates introduction email sent to internal stakeholders, with features/benefits
- Projectmates introduction email sent to external partners
- Get leadership involved in communications to build more buy-in
| Document Procedures
- Detailed discovery notes published to Implementation project
- Draft SOP (standard operating procedures) document established
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Phase 3 – Configuration |
Weekly Touch Base Meetings
- Discuss detailed discovery notes
- Identify open action items
- Set online configuration sessions
| Configuration Sessions
- Configuration sessions with implementation teams, SMEs to customize Projectmates based of Discovery sessions
- Template configuration
| Document Procedures
- Draft standard operating procedures modified and published based on configuration sessions
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Phase 4 – Role Access Permissions |
Weekly Touch Base Meeting
- Discuss progress
- Identify open action items
- Discuss roles/access rights
| Set Access Rights
- Templates configured with appropriate access rights
- Costing & other approvals setup
| Finalize Draft Procedures
- Finalize draft standard operating procedures document, distribute to team, create link in Projectmates
- Schedule Internal power user training
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Phase 5 – Proof of Concept & Refinements |
Proof of Concept
- Workshop to role play and simulate processes
- Review standard operating procedures, gain signoff from team
| Refinements
- Make any necessary tweaks and changes to site and template
- Selected projects added to Projectmates
| Introductory Webinar
- Internal power users’ introduction training webinar on 101 functionality and onsite training preview
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Phase 6 – Power User Training / External Partner Training & Go Live |
Power User Training
- Onsite training with key internal users
- Hands-on training with assignments
- Sessions attended will depend on the users need based on features
- Training on reporting functionality at the program level
- In-depth training for project and site administrators
| External Partner Training
- Web based trainings for key external partners
- Separate trainings for Architects & Engineers, General Contractors
- Trainings are recorded and uploaded to Projectmates for future onboarding
| Go Live
- Internal teams to immediately start managing selected projects in Projectmates
- Client implementation team and administrators to take the lead
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Phase 7 – Ensure Adoption & Clear ROI |
Ensure Adoption
- Live support and constant monitoring for initial actions taken within system
- Ensure that internal and external users can comfortably utilize the system
- Schedule impromptu training sessions as the client feels necessary to review processes
| Clear Return on Investment
- Touch-base meetings to review progress
- Highlight key ROI points
- Client will receive a clear picture on time being saved, data being consolidated, human error being minimized, and much more
- Discuss how to further improve the system and increase efficiency
| Continued Partnership
- Client will be notified of enhancements and new features as they are introduced
- Webinars to introduce new features and generate discussion between fellow clients on best practices
- Annual meetings to ensure client satisfaction and sustained ROI
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