Kickoff

Testing/Validation

Planning

Training

Pilots/Blueprint

Integration

Blueprint/Build

Live Checkpoints

QBR

Internal / Other

Going beyond the Admin

Provide the System Administrator with Broadcasting Cotent to share with users

Pending the New Splash page, Go / No Go meeting.

If the New Splash page is a Go, we will provide the System Administrator with the Broadcast content to share the New Splash page with active users in the system.

New System Admin

Probe:

1. Was there an internal knowledge transfer conducted.

2. What are the assigned responsibilites of the New System Administrator?

3. What are goals of the New System Administrator

Training

Provide the new System Admin with a tour of the system.

Provide the new system admin an overview of your role and activities you conduct as a CSM.

Invite the new Administrator to the quarterly system admin training.

Going beyond the Admin

• Attended EHS Meeting offering support to all attendees.

Review the Data

• Look at the records in the system to determine usage, this allows CSM to know which modules need attention.

Review the Data with Client

• Review the data with the Client. Provide a screenshot of the Platform’s overall performance. Discuss modules with low adoption.

Bringing the Data

Bringing the Data to Dinner

Provide the system administrator with adoption data via, insight, Power BI Report, Manage Screens/Login History etc.

Bring the Data to each Checkpoint Call.

Checkpoint Meeting Minutes Format.

Add the following sections to meeting minutes

• Adoption Data

• Topic to Cover

• Decision Making

• Action Items

• Upcoming Events

• Recording Transcript.

@Cytoshya Lamey to investigate how to create checkpoint call template.