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We will schedule a kickoff call for all parties involved in the Implementation. This is chance for necessary individuals to get any questions answered before we officially start the process of implementation. By this time you should have the Organization Settings Questionnaire and Pre-Integration Questionnaire filled out completed (or as complete as possible). This usually provides a good starting point for questions. If you are
Status meetings
Once you reach position 1 or 2 in the queue, we will schedule weekly status meetings or additional screen-shares if needed.
Status meetings
CloudCard will schedule 1-hour30 min, bi-weekly, status meetings that will run throughout the course remainder of the implementation for customers in position 1 and 2 of the queueyour implementation. This is the customer's your opportunity to discuss questions arising from Implementation projects that CloudCard is we’re responsible for. Additionally, they you’ll will have access to in depth screen-shares and trouble shootingtroubleshooting sessions. Special attention is given to these positions in order to increase the speed of implementation. If customers have questions about projects assigned to our VAR’s, please reach out to them separately. Status meetings can/will be canceled if there are no questions or roadblocksare designed to be helpful and never burdensome; so if you don’t need a meeting because you don’t have any questions or roadblocks, we can always cancel or shorten it.
Movement in the queue
There will be frequent movement in the queue. When an implementation is complete, the completed customer will fall off the queue and the subsequent positions will move up in order. An implementation may be completed at any position, with or without status meetings. Schools in positions 3+ may finish their implementation before ever moving For example, you may be able to finish your implementation using only email support before you ever move into positions 1 and 2. We will notify customers you of their your new position number whenever there is movement in the queue.
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We want to smoothly and successfully implement as many customers as possible. Our hope is to provide access and flexibility to the self-motivated customer, while at the same time properly managing expectations. In almost every situation, customers can get a head start, or even finish an implementation before getting moved up to positions 1 and 2 in the queue. We want to make sure those types of customers have the chance to complete an implementation with minimal constraints while also giving our maintaining an orderly implementation timeline and schedule.