Approximately 3 - 6 monthsDuring 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 in 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 |
|---|---|---|
| Strategy session | 60 minute session to: • Understand your main pain points • Choose a go-live date • Provide some success tips | Review your processes in preparation for implementation. We will give you a list of processes to consider. |
| Data management session | 60 minute session | Complete the CSV file & raise the ticket. We will do the work & let you know when completed. |
Resources
- Strategy PowerPoint Slides
- Data Management PowerPoint Slides
- Sample Import CSV File
- Data Management Import Guide
- Sample Service Agreement Template
- ARM Project Template Task Import – Client Onboarding Project
- ARM Project Template Task Import – Individual Service Plan
- ARM Project Template Task Import – Short Term Accommodation
- ARM Project Template Task Import – Vehicle Inspection Check
- ARM Opportunity Template
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 Service Providers. These sessions are booked in advance to help you plan out your implementation.
| Weeks 3 – 6 | What we cover | Your tasks |
|---|---|---|
| Introduction for Service Providers | 60 minute session reviewing client intake, schedules of support | Finalise your client management processes |
| Introduction to Rostering | 60 minute session setting up roster templates | Finalise your roster templates |
| Workflows for rosters | 60 minute session reviewing roster management | Finalise your rosters + run your testing |
| Workflows for intake | 60 minute session reviewing intake processes including opportunity + project management | Finalise your intake process |
| Workflows for finance | 60 minute session to review with your finance team invoicing and timesheets | Finalise testing |
| Heath check call | A call to see how your rollout is progressing | Prepare any questions in advance! |
| Management of HR | 60 minute session reviewing HR management | Finalise your HR processes |
| Managing forms and incidents | 60 minute session reviewing forms + incident management | Finalise your form templates & incident management processes |
| Managing client data | 60 minute session reviewing document, goals + communication management | Finalise your document uploads, goals & objectives & complete any templates |
| Heath check call | A call to see how you are progressing + to book in your final review session | Prepare any questions in advance! |
Recommended Live Training Sessions
- Getting started with your CRM
- Getting started for Service Providers
- Getting started with Rosters for Service Providers
- Best Practise for Rosters for Service Providers
- Getting started with forms
- Getting started with goals
- Getting started with documents
- Getting started with marketing
Training options
Resources
- ARM Pro PowerPoint Slides
- ARM Pro Training Agenda
- GENIUS PowerPoint Slides
- GENIUS Training Agenda
- PocketWatch PowerPoint Slides
- PocketWatch (Getting Started) Training Agenda
- PocketWatch (Roster Management) Training Agenda
- formSPACE PowerPoint Slides
- formSPACE Training Agenda
- GOMS PowerPoint Slides
- GOMS Training Agenda
- eMarketing PowerPoint Slides
- eMarketing Training Agenda
- myDocs PowerPoint Slides
- myDocs Training Agenda
- Service Provider Client Workflow Diagram
- MYP Quick Start Guide – Client Login
- MYP Quick Start Guide – Password Set-Up + Training Content Access
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.
| Week 12 | What we cover | Your tasks |
|---|---|---|
| Final review session | Full review of your system & opportunity for Q+A | After the session, complete your action plan |
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
