Implementation

Implementation & Onboarding

The Next Step to Radically Transform Your Client Engagement

Case Status Implementation: Driving Your Success at Every Phase

Your Case Status Implementation includes the following services:
• Dedicated one-to-one implementation approach leveraging best practices
• Organization branded collateral to assist with a welcome package for your new clients
• Initial upload of active cases via CSV files or case management system integration
• Virtual Staff Member Training, Administrator Training (unless otherwise stated in your agreement or additional Statement of Work)
• Deployment of client invites through configurable message template

01 Implementation Approach

To initiate the deployment services, Case Status will enroll the partner Organization in its next available scheduled implementation start date after the first payment has been completed unless otherwise stated in your agreement with Case Status. Case Status Implementations are generally scheduled within 3 to 5 business days of an executed contract.

This program timeframe is pre-defined and will be clearly communicated by Case Status. During the program, Case Status will:

• Conduct virtual calls to review best practices, introduce deployment tasks, and step through system setup and configuration
• Assist with profile creation and Organization branding
• Set up Practice Areas in Case Status according to the types of cases your Organization takes• Assist with the creation of checklists items, templates, and automation for each practice area, sharing industry standards and common examples
• Pre-load your Organizational data prior to system launch to reduce workload, ramp time, and time to value
• Conduct training sessions to facilitate your employees’ learning of the Case Status platform and how they should utilize it in their respective roles
• Assist with inviting clients to use the Case Status platform

The Case Status Implementation approach includes launching Core Case Status Functionality and Organization-specific collateral that leverages templated designs and best practices developed by Case Status. The program is subject to the Customer Responsibilities outlined below.

02 Milestones

The following outlines the typical milestones and time each task takes in a Case Status implementation based on the size of the partner organization as a part of the Case Status implementation.

Project kickoff stage table detailing milestones, case status deliverables, and organization deliverables with respective time estimates for implementation.

Table detailing the Data Transfer & Validation stage with milestones, case status deliverables (2-8 hours), and organization deliverables (4-8 hours). Milestones include team setup, integration handshake, and data validation. Case status deliverables include site setup, user permissions, integration sync, and workflows. Organization deliverables include collecting user data, validating imports, IT setup, and final site review.

Table detailing Training & Launch stage milestones, case status deliverables, and organization deliverables with 2-4 hour time estimates.

Table showing the Monitoring & Optimization stage with milestones, case status deliverables (5-10 hours), and organization deliverables (1-10 hours) related to client adoption, feedback review, feature implementation, usage monitoring, advanced concepts, handoff to account management, and identifying automation opportunities.

03 Customer Responsibilities

Customer ResponsibilitiesThe following outlines the responsibilities of the partner organization as a part of the Case Status implementation.

Table titled 'Customer Responsibilities' listing responsibilities such as adherence to program schedule, other customer duties including staffing and submissions, understanding of fees payment periods, and additional services payment terms.

04 Project Deliverables

The following section describes the tasks that Case Status will perform as part of the implementation project. Additions or changes to the areas below will result in a Change Order to this Statement of Work.

Table titled 'Case Status Deployment Deliverables' listing areas like Included Functionality, Phone/Zoom Sessions, Organization Branded Reviews Landing Page, Data Import, Welcome Series/Client Invites, Support, Training, and Community, and Quarterly Benchmark Reports with corresponding descriptions of tools and services provided.

05 Service Limitations

The following section describes the limitations of the services.

Table titled 'Service Limitations' detailing restrictions on services related to customer delays, deployment of additional application services, scope limited to Case Status Core Platform, handling of services outside Deployment Program, and exclusions for unsupported services in customer's SOW.