Implementation Project Overview
Step 1: Introductions & Scheduling
- Identify Content & Technical teams
- Schedule regular implementation check-in calls
- Align meeting regularity with the target launch date
Step 2: Implementation Kick-Off
- Review Admin Portal
- Define CONTENT vs. TECHNICAL areas to address
- Identify topics that require internal decisions (Ex: ‘Getting Started Process’)
- Schedule follow up calls for CONTENT & TECHNICAL as-needed
Step 3a – Content
- Ongoing meetings to set up relevant modules/functionality:
- Admin Portal settings
- Team hierarchy and permissions (Departments, Groups, Projects)
- Company-level Pages and Posts
- Begin developing training materials for users and team admins
Step 3b – Technical
- THREE things the technical team typically needs to help set up/manage:
- User Management – (Active Directory, STFP, 1-time CSV list upload)
- Security – (SSO, Dual-factor Authentication, IP Restrictions, etc…)
- Integrations – (Zendesk, SalesForce, etc…)
Step 4 – Launch
- Communication strategy established
- Welcome video(s)
- Customized ‘Getting Started Process’
- Landing Page finalized
- Enablement/Training materials published
- Reach out to MangoApps Customer Success Team for tailored launch support
Step 5 – Manage & Grow
- Coordinate regular syncs with Client Success Manager
- Evaluate Analytics and User Engagement Reports
- Continually find ways to add more value to end users
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