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As well we all know, implementing enterprise software can get complicated very quickly. Who’s responsible for this again? When were we supposed to have that completed? Is anyone ever going to respond to my emails?! It can get stressful 😤. This page is designed to cut through the fog and give all parties a high-level view of what to expect throughout the course of your a CloudCard implementation.

Timeline

Phase

Action/Project

Description

Who’s Responsible

Applicable Plan(s)

Pre-implementation

Scheduling

Placement in the Implementation

Block

Queue

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

Organization Settings Questionnaire

View filenameOrganization Settings Questionnaire - Template.docx

unlimited spots available in the Implementation queue. Once we receive a 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 Implementation Queue page for more information.

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/ Customer

All

View filename

Pre-implementation

Integration Questionnaire

Pre-Integration Questionnaire

- Template.docx

If you

are an A+ customer

purchased any integration, 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 or access control system?

VAR/ Customer

A+

Kick-Off

(

the

official start of

the

implementation)

Schedule the 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-Integration Questionnaire. Additionally, we will identify the projects we expect to complete as part of the implementation.

VAR

All

Both questionnaires must be filled out before scheduling a Kick-Off Call.

Organizations will work with CloudCard on any/all/none of the following integration projects depending on the plan and add-ons purchased.

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 (http://photos.

myschool

myorganzation.

edu

com)

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+

The above timeline begins once we have received a purchase order. All of the projects included in the implementation phase are optional . There because there are plenty of instances where times when some projects do not make sense for a customer. If a VAR is not involved in the implementation, CloudCard will assume responsibility for their projects.

Status Meetings

CloudCard will schedule 1-hour, bi-weekly, status meetings that will run throughout the course of the implementation. This is the customer's opportunity to discuss questions arising from projects that CloudCard is responsible for. 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 roadblocks.

Implementation Time

  • Preparation: 0-2 weeks

    • Organization Settings Questionnaire (1 hr)

    • Pre-Integration Questionnaire (1 hr)

    • Attend Kick-Off Call (1 hr)

  • Implementation: 2-4 weeks

    • General Configuration - settings, logo, colors, emails, ect. (5+ min)

    • CSV Importer (1 hr)

    • SSO Integration (1 hr)  

    • Photo Downloader (1-3 hr)

    • Custom URL (5+ min)

    • Custom From Address (5+ min)

  • Training: 0-1 weeks

    • Attend 1 hour CloudCard Online Photo Submission training session