Fundingo Implementation Process
We track your users, measure against your goals, and improve your product ecosystem.
Kick Off Meeting
Discuss tools, methods and resources
Figuring out the best solution for our clients requires good listening skills first. Our experts take the time to sit down with your business and understand the tools and methods that are currently being used to run your operations.
Just like any business, there are challenges within your organization and our job is to help you walk through it. During this meeting we discuss:
- High-level goals and recap of goals our client is looking to accomplish
- Setting your expectations of the project
- Tools being used between both teams for communication
Business Process Review
(if required and specified during the sales process)
Learn the details and develop a comprehensive understanding
Here is the deep dive! Every business has a complex workflow, so we come prepared with questions…and even more questions. For our clients that need a more custom project, our team sets aside time to understand your business from every angle on the specific requirements you have. The goal is to make sure we hit every touchpoint for a smooth, seamless process.
Requirement Analysis Design
Deep dive into requirements and development
Once finished with requirements, our team will deliver a solution tailored specifically for your business.
Here, we provide a detailed review of estimated costs and timelines of our project to give our users a full-scope view of what to expect. We want our client to have complete transparency and understanding of the process.
User Acceptance Training
Client reviews and tests all elements of the system
Now, it’s your turn. Our design team and programmers work with your team
to list the criteria that needs to be met in order to consider the project to be successful.
During this stage, your team will go over the checklist that was created and approve the functionalities we’ve provided, agreeing that they are solutions to what your business needs to have a fully functioning workflow.
Training Requirements
Training plan development
Adopting a new system within any organization is no easy task. Fundingo wants to make sure that your team receives all the tools they need to run a successful operation.
Data Migration
Moving data accurately and without interruption
During this stage, our team provides 2 approaches:
- Fundingo has the ability to do all the heavy-lifting to ensure a seamless data migration.
- Your team has the choice to handle the migrations internally and we provide support on how to approach the process.
Deployment
System go-live
Now, the fun part. Launching the system.
At this phase, the system is moved from the development environment to the production platform. Deployment is typically scheduled for a weekend, so as not to disrupt the customer’s on-going operations. The customer should expect to resume operations using the new system when they return at the beginning of the week.
Post Go-Live Support
Answer questions and give guidance on use
Now that your system is in live mode and your team has the ability to use your new fully functioning system, we want to make sure that there are no small details that were missed. Fundingo provides go-live support to ensure that your business to ensure that your business is always supported.
On-Going Support
4 monthly plans to choose from
For continued support, we recommend service from Fundingo Certified Partner, CloudMyBiz. CloudMyBiz offers 4 monthly plans to choose from to ensure that service adapts to the evolution of your company.
Basic
- Responses within no more than 6 hours for the first business day, then set update schedule based on issue and ETAs to fix- no less than 2 times a day after first business day until resolution.
- No included monthly service hours.
Bronze
- 10 included monthly professional service hours; service level agreement; response within 3 business days of basic service request with communication no less than weekly; urgent requests responded to within no more than 5 hours (from ticket creation for the first business day, then set update schedule based on issue and ETAs to fix- no less than 2 times a day after first business day until resolution.
- Monthly service hours do not roll over.
Silver
- 20 included monthly professional service hours; service level agreement; response within 2 business days of basic service request with communication no less than weekly; urgent requests responded to within no more than 5 hours (from ticket creation for the first business day, then set update schedule based on issue and ETAs to fix- no less than 2 times a day after first business day until resolution.
- Monthly service hours do not roll over.
Gold
- 40 included monthly professional service hours; service level agreement; response within 1 business days of basic service request with communication no less than weekly; urgent requests responded to within no more than 4 hours (from ticket creation for the first business day, then set update schedule based on issue and ETAs to fix- no less than 2 times a day after first business day until resolution.
- Monthly service hours roll over.
