As well 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 CloudCard implementation.
Timeline
Phase | Action/Project | Description | Who’s Responsible | Applicable Plan(s) |
|---|---|---|---|---|
Pre-implementation | Scheduling Implementation Block | 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 | 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 |
Pre-implementation | Integration Questionnaire | If you are an A+ customer, we will send you the integration questionnaire. This document is designed to answer three major questions:
| 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 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 | Automates the Bulk Import through a csv scheduled program. | CloudCard | A+ | |
Implementation | Automates the addition of photos to the database or file system. | CloudCard | A+ | |
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. | 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+ |
The above timeline begins once we have received a purchase order. All of the projects included in the implementation phase are optional. There are plenty of instances where 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.