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.
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Timeline
Phase | Action/Project | Description |
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Pre-implementation | Placement in the Implementation Queue | CloudCard has |
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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 |
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After we receive the |
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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 |
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! | |
Pre-implementation |
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If you |
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purchased any integration, we will send you the |
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integration questionnaire. This document is designed to answer three major questions:
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Once complete, send the questionnaire back our way and we’ll get to work ASAP! If you are working with one of our VAR’s, they will manage this part of the implementation from start to finish.
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Kick-Off (official start of implementation) | Schedule the Kick-off Meeting | This is the official start of the implementation. |
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This meeting is designed to clarify any information on the Organization Settings Questionnaire or the Pre- |
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Integration Questionnaire. Additionally, we will identify the projects |
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we expect to complete as part of the implementation. |
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Implementation Projects
If you are an A+ customer there are different projects that could be included 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.
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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. |
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Training & Support (ongoing) - 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.
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Implementation | Automates the Bulk Import through a csv scheduled program. |
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Implementation | Automates the addition of photos to the database or file system. | |
Implementation | 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. |
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Implementation | Custom URL ( |
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com) |
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Allows an organization to configure Online Photo Submission to use their custom domain. |
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Implementation | Custom |
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From Address |
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Allows an organization to send emails from a custom email address using DKIM records. |
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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.
Timeline
Phase
Action/Project
Description
Who’s Responsible
Applicable Plan(s)
Pre-implementation
Scheduling Implementation Block
CloudCard
All
Pre-implementation
Organization Settings Questionnaire
Customer
All
Pre-implementation
Integration Questionnaire
Customer
A+
Kick-Off
Kick-off Meeting
VAR
All
Implementation
General Configuration
The above timeline begins once we have received a purchase order. All of the projects included in the implementation phase are optional because there are plenty of times when some projects do not make sense for a customer.
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,
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ect.
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VAR
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All
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Implementation
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Training & Support
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VAR
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All
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Implementation
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CSV Importer
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CloudCard
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A+
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Implementation
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Photo Downloader
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CloudCard
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A+
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Implementation
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SSO Connector
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CloudCard
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A+
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Implementation
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Custom URL
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CloudCard
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A+
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Implementation
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Custom From Address
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CloudCard
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A+
Status Meetings
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(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