Implementation Packages &

Process.

From initial introduction and launch through to optimisation, our team of experts will guide you through every step of your journey to achieve the results you want.

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What is Implementation & why do I need it?

 

Implementation is essential to set you and your team on the path to success. We do this in a step by step process with our dedicated experts to ensure you are involved and hands on with the platform throughout the process. This ensures your platform meets your exact needs and wants, allowing for a smooth and seamless transition from your current ways of working to your future success with accessplanit.

The journey will include: 

  • Process planning and review
  • Configuration and data entry / import
  • In platform training and build sessions
  • Website & integration recommendations*
  • Platform familiarisation / testing
  • Launch with dedicated support
  • Optimisation planning 

 

 

*We can provide examples and initial guidance however all website and integration work with be external from accessplanit and is your responsibility. Advice and guidance should be sought from qualified parties.

 

Package options

Essentials

Recommended for customers that are moving from spreadsheets with no custom processes or complexity

  • 1 dedicated process planning session, followed by 6 weeks of build & 4 weeks team familiarisation and 1 subsequent process review session
  • 1 Week Pre-Implementation
  • 12 Weeks Implementation (inc. 6 weeks of build, 4 weeks of testing)
  • 3 weeks Post Launch support
  • Core platform configuration & training
  • Total Project time 16 Weeks
  • No additional module set up can be included.

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Core

Recommended for customers that are moving from spreadsheets or software with minimal complexity or custom processes

  • 2 dedicated process planning sessions, followed by 8 weeks of build & 4 weeks team familiarisation and 1 subsequent process review session
  • 2 Weeks Pre-Implementation
  • 14 Weeks Implementation (inc. 9 weeks of build, 4 weeks of testing)
  • 4 weeks Post Launch support
  • Core platform configuration & training
  • Total Project time 20 Weeks
  • Additional module set up can be included - excluding Multiple languages

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Advanced

Recommended for customers that are moving from spreadsheets or software with detailed process and layers of complexity.

  • 3 dedicated process planning sessions, followed by 10 weeks of build & 4 weeks team familiarisation and 2 subsequent process review session
  • 4 Weeks Pre-Implementation
  • 16 Weeks Implementation (inc. 10 weeks of build, 4 weeks of testing)
  • 4 weeks Post Launch support
  • Core platform configuration & training
  • Total Project time 24 Weeks
  • Additional module set up can be included - including Multiple languages

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Enterprise

Recommended for customers with large training teams, requiring multiple currency, time zones & languages.

  • Custom plan created with you including dedicated process planning sessions, weeks of build, team familiarisation and process review session
  • Bespoke Implementation package
  • Dedicated accessplanit Project Manager support
  • Custom process mapping sessions
  • Core platform configuration & training
  • Custom project timelines and sessions to suit
  • Any additional modules can be included

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The accessplanit process: step by step

Discover

In the Discover phase, we get to know each other.

By communicating closely with you and your team, we aim to gain a full understanding of your business and your goals. Here, you pick from our range of optional modules.

This stage ensures that we are best placed to provide you with the solutions your training business needs for the results you want, and get set up for a smooth implementation.

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Plan

Once you have decided that accessplanit's training management software is right for your training needs, implementation kicks off.

Our implementation team meets with you to define your requirements and we hold a planning workshop where we map out exactly what happens next.

We finalise the delivery plan to ensure we are on the same page and can work together effectively as we move on to the next stages.

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Configure

Now, we begin to configure the accessplanit platform for your needs, including data migration and process mapping.

You take an active role in this stage which includes custom training. This allows you to develop your platform knowledge early and build your ability to navigate and use our training management software effectively in preparation for launch.

This is a thorough process which ensures no detail is overlooked and your training management can continue like it was before - except better. 

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Launch

Once everything is set up and running smoothly, you are ready for launch!

The platform is now live and supporting your training management processes, helping you to plan, manage and sell your training courses, all in one place.

All of the goals that we set out earlier in the process are met, and you work alongside a dedicated Customer Success Manager who will guide you through a supported launch period and ensure everything is going to plan. 

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Adopt

In the Adopt stage, we ensure that your team's transition to using accessplanit is seamless.

We'll agree meeting cadence that works around your busy schedule, including a post-implementation review and a training Q&A.

We want to ensure that you are best placed to achieve your goals, so we strive to understand them, with the aim to get ahead of your needs and questions. 

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Optimise

Our support doesn't stop once your accessplanit training management software is up and running.

Our UK-based Technical Support Team is on hand via the phone or our online portal for help whenever you may need it.

You can join our free and paid for customer events to learn best practices. 

We are always developing new features and fixes for the platform which you have access to, plus you can make product suggestions.

You'll continue to work with a Customer Success Manager who will keep in touch with business reviews to ensure we are meeting your needs. 

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What do I get?

Essentials

Project includes up to:

  • 85 Implementation Manager hours
  • 5 Project Manager hours included

Book a call with us to discuss your needs

Core

Project includes up to:

  • 100 Implementation Manager hours
  • 15 Project Manager hours included

Book a call with us to discuss your needs

Advanced

Project includes up to:

  • 140 Implementation Manager hours
  • 25 Project Manager hours included

Book a call with us to discuss your needs

Enterprise

Project includes up to:

  • Custom Implementation Manager
  • Custom Project Manager hours

Book a call with us to discuss your needs

Who do I need to involve from our organisation?

Essentials

A typical customers team would be made up of:*

  • Project Leader - 3 hours per week x 16 weeks
  • 1-5 Training Admin Support - 3 hours per week each for 16 weeks
  • Web developers - 10 - 30 hours total depending on website requirements
  • Technical contact - 10 - 20 hours total depending on technical needs

Book a call with us to discuss your needs

Core

A typical customers team would be made up of:*

  • Project Leader - 3 to 4 hours per week x 20 weeks
  • 3-5 Additional Training Admin Support - 3-5 hours per week each for 20 weeks
  • Finance Team - 2 hours per week as needed
  • Web developers - 10 - 30 hours total depending on website requirements
  • Technical contact - 10 - 20 hours total depending on technical needs

Book a call with us to discuss your needs

Advanced

A typical customers team would be made up of:*

  • Project Leader - 4 hours per week x 24 weeks
  • 5-10 Training Team Leads - 3-5 hours per week each for 20 weeks
  • Finance Team - 2 hours per week initial 8 weeks and 4 hours each last 8 weeks
  • Additional Training Admin Support - 3 to 5 hours each per week for final 6 weeks
  • Web developers - 10 - 50 hours total depending on website requirements
  • Technical contact - 10 - 40 hours total depending on technical needs

Book a call with us to discuss your needs

Enterprise

Typical customers team would be made up of:*

  • Project Managers - custom project specification
  • Training Team Leads - custom project specification
  • Finance Team - custom project specification
  • Additional Training Admin Support - custom project specification
  • Additional Admin Support - custom project specification
  • Web developers - custom project specification
  • Technical contact - custom project specification
  • The final team required, will depend on scope and desired outcomes for launch

Book a call with us to discuss your needs

* all hours quoted should be taken as a guide only for approximating project timelines. More specific estimates can be given prior to agreement.

FAQs

The answers to questions we're often asked about our training management software implementation process.

  • Do I need software implementation and training?
    Yes. As part of your implementation, our team gets to know you and your business, allowing us to configure the training management software to your needs to achieve the results you want. Our customised training ensures that you and your team are ready to launch your platform and get maximum value. 

  • Who should be involved in an implementation and what will they be responsible for?

    Project Manager - to manage the project & those involved. Delegate tasks to the team as appropriate & ensure project traction is maintained.

    Project Leader - to manage the project & those involved. May also be one of the main "doers"

    Training Team Leads - attend training sessions & building data into the system, ensuring familiar with the process & use of the system. These are also the people that will cascade knowledge & best practice across the company as we operate in a "train the trainer" style. 

    Finance Team - Responsible for the finance process approval - especially invoices, & connection between accounting tools and accessplanit platform.

    Additional Training Administrators - these are the team that will be trained by the Training Team leads. They will need to be familiar with the system prior to Launch, can be involved in the data entry process as part of their familiarisation.

    Web developer - Connection of accessplanit to email server (SMTP circa 2 hours or SPF DKIM circa 2 Hours). Website Integration (HTML enquiry form - circa 2 hours, HTML Feed circa 6 hours, XML Feed 18 hours)

    API Developer - If you  plan to connect your accessplanit platfrom to other softwares you will need a developer to do this work. This is outside scope for implementation and as it is a bespoke connection will require more detailed scoping from your team to forecast hours needed accurately.

  • What's included in my implementation?

    A dedicated implementation team will guide you through your implementation journey which includes: 

     

    • Planning workshop
    • Data migration
    • Software configuration
    • Process mapping
    • Custom training
    • Launch planning
    • Support launch period

  • What happens after implementation?

    After your supported launch period, our team of experts will continue to guide you on your accessplanit training management software journey:

     

    • A dedicated Customer Success Manager
    • Access to our UK-based technical support team
    • Access to new features
    • Business reviews
    • Technical projects
    • Training and events
    • Product feedback club

Working with us

Don't take our word for it. Hear what our customers think about the service and support from the accessplanit team. 

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Get in touch with us today.

Training management software configured to achieve the results you want. Start your journey today.