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

Implementation Projects

During the course of an Implementation, If you are an A+ customer there are different projects that could be occurring at one time or anotherincluded in your implementation. None of these projects are mandatory and some only make sense in unique situations. This section is designed to give a brief overview of those projects, as well as identify the party responsible for seeing the project through to completion.

  1. General Configuration - includes a custom logo, colors, emails, settings, ect. If you are working with one of our VAR’s, they will manage this part of the implementation from start to finish.

  2. Training & Support (ongoing) - help provide assistance with learning CloudCard and troubleshooting any support issues. If you are working with one of our VAR’s, they will manage this part of the implementation from start to finish.

  3. CloudCard CSV Importer - automates the Bulk Import through a csv scheduled program. CloudCard will be responsible for managing this project from start to finish.

  4. 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 will be responsible for managing this project from start to finish.

  5. Custom URL (use your own domain) - allows an organization to configure Online Photo Submission to use their custom domain. CloudCard will be responsible for managing this project from start to finish.

  6. Custom “From” Address - allows an organization to send emails from a custom email address using DKIM records. CloudCard will be responsible for managing this project from start to finish.

  7. CloudCard Photo Downloader - automates the addition of photos to the database or file system. CloudCard will be responsible for managing this project from start to finish.

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