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Strategic implementation
Affinity Onboarding and Implementation Program
Our Implementation Program supports customers as they begin their Affinity journey.
Affinity’s Onboarding and Implementation program supports new users as they start using Affinity. Participants will receive one-on-one support from an experienced Onboarding and Implementation Manager for topics like, logging in, data migration, live training, and data analysis.
Timeline
Preparation Phase
- Prerequisites ahead of Kickoff Call
- Having users log in and sync their data
- Setting up standard or custom SSO (if applicable)
- Formatting data in line with templates and sharing data ahead of Kickoff Call (if applicable)
Kickoff Call (Traditionally Week 1)
- Confirm user access
- Confirm requirements
- If data migration is required, review data if provided ahead of call
- Review native integrations
- Review scorecard
- Confirm scheduling of weekly meetings
- Add graphic of timeline below
Instance Configuration and Data Review (Traditionally Week 2)
- Review the first adoption report
- Confirm user access
- If data migration is required, review data
- Confirm user and list configuration requirements
- Review change management
Test Import Review (Traditionally Week 3)
- Review the second adoption report
- If data migration is required, review test import. Finalize changes
Full Import Review (Traditionally Week 4)
- Review the third adoption report
- If data migration is required, review full import. Ensure successful deployment
- Schedule team training as weekly check-in 5
Q&A (Traditionally Week 5)
- Review the fourth adoption report
- Allow time for Q&A
- Confirm scheduling of team training
Team Training (Traditionally Week 5)
- Review the fifth adoption report
- Team training of their instance and workflows
Final Implementation Call / CSM Handoff (Traditionally Week 6)
- Review the sixth adoption report
- Introduce the Customer Success Manager
- Confirm vision aligned with requirements confirmed during KOC
- Transition to Customer Success Manager and Analytics team for custom dashboard implementations
**This is a sample. Each customer has their own unique implementation schedule based on their onboarding needs