WFM | Expert | Optimized Services | Implementation Overview

Implementation Overview

Implementation Overview

Workforce Management: Expert: Optimized Services

Features Included:

What you will need to know about the implementation process:

Initial discovery information will be gathered by your administrator(s) submitting the WFM Expert Package Form. This will be followed with a series of working sessions to gather all remaining configuration needs to build your custom Fourth environment.

Additional detail on what to expect in these sessions can be found in your WFM Expert Recommended Working Session Agenda. These sessions will be used for both discovery and administrator training on how to navigate the configuration interface.

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 - Dedicated Project Manager, data collection resource, Implementation Consultant(s)

• Project Governance - Weekly status meeting, Steering committee updates, configuration working sessions

• Training & Deployment - Administrator training, 2x leadership training (2 series), 6x scheduling manager training (2 series)

Training:

Your dedicated Workforce Management Consultant(s) will coordinate with you to customize your training experience as a combination of self-guided learning and live training sessions via a series of web conferences. An example of a standard training session can be found here: Optimized WFM Expert Training.

Before your live training, you will receive access to your digital learning courses. It is important that you complete each self-guided digital learning segment before attending the coupled live call with your dedicated implementation contact.

Following each training call you will be tasked with applying your learnings, to complete set-up/tasks you were just trained on. Each session will build on the knowledge and accomplishments from the previous session. 

Your dedicated consultant(s) will be available to you throughout the training via email and phone. At the conclusion of your training/implementation period, 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.