Phase 1 – Live |
Installation
- 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
| Access to Branded Portal
- Implementation project and sandbox project created
- Initial list of client users accounts added
- Client process documents reviewed
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Phase 2 – Personalize |
Discovery
- 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
| Document Procedures
- Detailed discovery notes published to Implementation project
- Draft SOP (standard operating procedures) document established
| Weekly Touch Base Meetings
- Configuration sessions with implementation teams, SMEs to customize Projectmates based of Discovery sessions
- Discuss progress and open action items
- Template configuration
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Phase 3 – Refine |
Set Access Rights
- Templates configured with appropriate role-based access rights
- Users assigned to default roles
- Costing & other approvals setup
| Proof of Concept
- Workshop to role play and simulate processes
- Review standard operating procedures; gain signoff from team
- Make any necessary tweaks to site and template
| Finalize SOP Document
- Finalize standard operating procedures document, distribute to team, create link in Projectmates
- Schedule internal power user training
- Selected projects added to Projectmates
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Phase 4 - Training & Project Launch |
Power User Training
- Hands-on training with key internal users
- Sessions attended will depend on user need based on features
- In-depth training for project and site administrators
- Trainings are recorded and uploaded to Projectmates for future onboarding
| Project Launch
- Internal teams to immediately start managing selected projects in Projectmates
- Client implementation team and administrators to take the lead
| 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
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Phase 5 - Escalated Support and Continuous Monitoring |
Escalated Support
- 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
| Dedicated Client Relationship manager
- Quarterly check-ins to further improve the system and increase efficiency
- Client advocacy on desired features
- Annual reviews highlight successes and opportunities in software adoption and growth
- Administrative support with adding new licenses, trainings, renewals, and more
| Continued Partnership
- Live webinars on best practices, industry insights, and new and advanced features
- Learning site includes help guides and videos to support new and existing users
- Knowledgebase portal has numerous articles that provide answers to common questions and "how to" scenarios
- Monthly user newsletter keeps client updated on new releases and other happenings
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