I work for a proptech SAAS company and I am working on a project to improve our implementation process. We would like to take the loose internal phases that we use, and create/define some client facing verbiage around them to use as a tool to help mitigate confusion and keep timelines in tact.
- Implementation - The priorities bucket, the main pain points and the why behind the contract. Once these items are completed, we are ready for go live.
- Onboarding - After go live, when we have the software in the hands of end users, we can continue to add items and tweak what we already have in place.
- Partnership - The ongoing relationship - software enhancements, new integration opportunities, etc.
The goal here is to emphasize the fluidity of the software over time and help to keep clients focused on their main priorities during implementation, while also maximizing their ROI. This way, when new ideas come up during implementation we can say “absolutely, lets add that to Phase 2” and the client will have a mutual understanding and agreement with that process.
We want to be more creative in our verbiage than “Phase 1/Phase 2/Phase 3” and less abstract to client minds than “Implementation/Onboarding/Partnership”. Thoughts I have so far:
- Ground Breaking, Practical Change, Blue Sky Thinking
- Core Competency, Quick Win, Impact
What would you name these phases? I would love to hear other ideas!