Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Phase

Action/Project

Description

Who’s Responsible

Applicable Plan(s)

Pre-implementation

Scheduling Implementation Block

CloudCard has implementation slots available starting on the 1st and 15th of every month, and we plan for implementations to take around four weeks. We will schedule your implementation block once we receive your purchase order.

CloudCard

All

Pre-implementation

View file
nameOrganization Settings Questionnaire - Template.docx

After we receive the PO, we will send you the organization settings questionnaire. It’s designed to help us customize the application to your specific needs. Send it back once you’re finished, and we’ll get right to work on getting CloudCard set up exactly how you like!

Customer

All

Pre-implementation

Integration Questionnaire

If you are an A+ customer, we will send you the pre-implementation questionnaire. This document is designed to answer three major questions:

  1. How do you want to get cardholder data into CloudCard?

  2. How do you want students to access CloudCard?

  3. How do you want to move photos from CloudCard to your card production system?

Customer

A+

Kick-Off

Kick-off Meeting

This is the official start of the implementation. If all goes well, we’ll be done less than one month after this call. As mentioned in the scheduling section, the call will occur around the 1st or 15th of the month.

This meeting is designed to clarify any information on the Organization Settings Questionnaire or the Pre-Implementation Questionnaire. Additionally, we will identify the projects (see the next section) we expect to complete as part of the implementation.

VAR

All

Implementation

General Configuration

custom Custom logo, colors, emails, settings, ect.

VAR

All

Implementation

Training & Support (Ongoing)

Assistance with learning CloudCard and troubleshooting any support issues.

VAR

All

Implementation

CSV Importer

Automates the Bulk Import through a csv scheduled program.

CloudCard

A+

Implementation

Photo Downloader

Automates the addition of photos to the database or file system.

CloudCard

A+

Implementation

SSO Connector

Integrates CloudCard with the customer’s single sign-on server, which allows their users to log into CloudCard using their organizational username and password. The SSO Connector can also provision new Online Photo Submission accounts if necessary.

CloudCard

A+

Implementation

Custom URL (photos.myschool.edu)

Allows an organization to configure Online Photo Submission to use their custom domain.

CloudCard

A+

Implementation

Custom From Address

Allows an organization to send emails from a custom email address using DKIM records.

CloudCard

A+

Status Meetings

...