Approximately 8 weeksDuring your rollout you will work with the Client Services Team, to build a roadmap to accomplish both your immediate and long-term goals. Our Client Services Team will help hold your team accountable to achieving your objectives and offer best practices to support your team build your MYP platform.
Client Services Team dedicated to your organisation
Roadmap developed to accomplish short + long term goals
Best practice information, industry insights + templates provided
The Implementation Plan
Phase 1
Initiate & Understand
The first phase of your rollout covers access to system and administrative tasks such as setting expectations and booking key dates.
| Week 1 |  What we cover |  Your tasks |
|---|---|---|
| System set-up session | 90 minute session with your MYP Champion + Project team. Show you an overview, how to access + configure your system. | • Set up your branding • Add your project team • Book in for your live training sessions |
| System configurations | We will send you a series of forms to complete with how you would like your platform configured. | Complete the forms & raise the ticket. We will do the work & let you know when completed. |
Resources
myHelp
Phase 2
Plan & Prepare
The second phase of your rollout is planning and managing base data. To get the most of your platform we need to understand your goals, your team and we need you to understand how the modules work together.
| Weeks 2 – 3 | What we cover | Your tasks |
|---|---|---|
| Data management session | 60 minute session | Complete the CSV file + raise the ticket. We will do the work + let you know when completed. |
Phase 3
Train & Adopt
In this phase, you are going to book in and complete all your live training (see the recommended order below). This training will give you a clear understanding of how the MYP platform works and will give step by step items to action. We will then move to 1:1 sessions with you based on standard work flows for Specialists. These sessions are booked in advance to help you plan out your implementation.
| Weeks 4 – 6 | What we cover | Your tasks |
|---|---|---|
| Introduction for Specialists | 60 minute session reviewing client management including, engagements, schedules of support and service agreements | Finalise your client management processes |
| Workflows for Specialists | 60 minute session reviewing time capture and invoice management | Begin capturing services delivered |
| API session | 45 minute session setting up API for HICAPS and your accounting software | Finalise your API links |
| Heath check call | A call to see how your rollout is progressing | Prepare any questions in advance! |
Recommended Live Training
- Getting started with your CRM
- Getting started for Specialists
- Best Practice for Specialists
24/7 Training options
Resources
- ARM Pro PowerPoint Slides
- ARM Pro Training Agenda
- GENIUS PowerPoint Slides
- GENIUS Training Agenda
- QTime PowerPoint Slides
- QTime Training Agenda
- Specialist Client Workflow Diagram
- MYP Quick Start Guide – Client Login
- MYP Quick Start Guide – Password Set-Up + Training Content Access
- GENIUS Testing Plan
myHelp
Phase 4
Consolidate & Review
The fourth phase of your rollout is a review of your system and processes. This happens after you have finished your testing. An action plan is created in this session for any outstanding items.
| Weeks 7 – 8 | What we cover | Your tasks |
|---|---|---|
| Final Review Session | Full review of your system & opportunity for Q+A | After the session, complete your action plan |
Phase 5
After Implementation
The final phase is a transition from rollout to business as usual and time to celebrate.
- Network engagement through our product workshops
- Testimonial and referral request
- Ongoing support through our support system and best practise training sessions
- Opportunity for tailored training
