Implementation Overview
Workforce Management Classic: Core Implementation Services
Modules Included:
- Scheduling
- Messaging
- Reporting
- Task Management
What you need to know about the implementation process:
Initial discovery information will be gathered by your administrator(s) via the WFM Classic Package Form. Email and/or phone will be used to support questions and or discussions necessary to complete the configuration of your site(s) based on your completed form.
Below is an example of a typical timeline for this type of project with major milestones. A project can be affected by variables that will impact overall timelines. We will always work in collaboration with our customers to achieve a solution deployment based on key milestones to ensure maximized ROI as soon as possible.
Implementation services include:
- Resources - Assigned consultant
- Tools: - Form-based data collection, access to the completed solution
- Training & Deployment: Access to Learning Management System (LMS) courses for self-guided learning
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Project Planning |
Project Planning |
Initial Project kick-off session to agree high-level milestones, baseline project plan and collate resources |
Virtual - Template Project Plan |
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Project Management Activities |
Regular governance activities and support throughout the project |
None |
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Governance/Steering Committee |
Governance/steering committee |
None |
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Project Review Session & Handover |
Project review session & handover |
Automated |
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Data Collation & Configuration |
Data Template Training |
Dedicated Fourth resource to aid data collation |
Virtual Initiation session |
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Dedicated Fourth Resource to Aid Data Collation |
Dedicated Fourth resource to support collation of data templates from current disparate solutions to map to required upload formats |
Digital learning |
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Templated Solution with Business-Specific Amendments |
Fourth best-practice solution template with consultative adjustments if required |
Included |
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Learning |
Administrator Training |
"Super user" or administrator training sessions to ensure that your business is enabled to apply future configuration changes, troubleshooting, and ongoing management of the solution |
Digital Learning |
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User Training |
End-user training of the application to ensure understanding, user adoption and maximized ROI |
Digital Learning |
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Deployment |
User Acceptance Testing |
Customer validation of configuration applied to the solution as outputs from design. Includes verification of interfaces and integrations within scope |
N/A |
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Deployment Hyper Care |
Defined period post-go-live where the allocated project team will support queries and challenges ahead of handover to "business as usual" customer management and support teams |
1 week |
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Fourth Resources |
Solution Consultant(s) and/or Technical Consultant(s) |
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Included |
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Customer Resources & Timeline |
Estimated Level of Effort for Customer |
The estimated resource requirements from a customer throughout the project, excluding the time for user training within the project |
30% FTE (across all project roles) |
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Estimated Timeline for Deployment (Go Live) - Excluding UAT Period |
The estimated timeline for solution deployment, although specific timelines will vary according to the project scope |
15-20 days |
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Customer Resources Required |
Customer resources are detailed for each project in the SOW |
Project Manager |
Training:
You will receive access to your digital learning courses for self-guided learning for 90 days.
Your assigned consultant will request confirmation that the solution was configured as requested. Upon confirmation of completion by you (or 10 business days without a response, whichever comes first) your long-term support will be managed by our wonderful Fourth Support team.
For more information on post-implementation support, please review our Customer Handbook and explore our informative Customer Success Portal.
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