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Phase

Action/Project

Description

Who’s Responsible

Applicable Plan(s)

Pre-implementation

Placement in the A+ Implementation Queue

CloudCard has unlimited spots available in the A+ Implementation queue. Once we receive your PO, we will place you in the last slot of the queue. Your position in the queue dictates the priority of you implementation to CloudCard. Please view the A+ Implementation Queue for more information.

CloudCard

A+

Pre-implementation

Organization Settings Questionnaire

After we receive the purchase order, 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!

VAR

All

Pre-implementation

Pre-Integration Questionnaire

If you are an A+ customer, we will send you the integration 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?

VAR

A+

Kick-Off

(official start of implementation)

Schedule the Kick-off Meeting

This is the official start of the implementation. This meeting is designed to clarify any information on the Organization Settings Questionnaire or the Pre-Integration Questionnaire. Additionally, we will identify the projects we expect to complete as part of the implementation.

VAR

All

Implementation

General Configuration

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+

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