Implementation Overview

Implementation Overview

Implementation duration is highly dependant on the institution’s overall goals, accessibility to clean, clear, and concise data, and resources available during the life of the project. At Interfolio, we have a full team to guide you through best practices to help make it as smooth as possible. Learn More.

Implementation Methodoloy

This implementation overview provides a summary of our process and how we support your institution’s successful implementation of Interfolio. To promote your success, we have used our skills and experience to build a roadmap, complete with tools and resources, that lead to the successful deployment of the Interfolio products to your faculty and staff. All Interfolio implementations follow a simple and repeatable methodology that leads to continued client success:

Plan

Inform

Train

Deploy

Implementation Process

Activities

Plan Inform Train Deploy
Kick-Off Meeting Complete Interfolio University Courses Complete onsite or virtual training Create Positions
Define Key Objectives 2-3 Product Workshops Communicate support resources and policy guide information Deploy Job Board
Technical Checkpont Complete Administrative Settings Workbook
Establish Implementation Project Team Develop Policy Guide
Introduction to Interfolio University Courses Develop Training & Deployment Plan
SSO Setup (optional) Validation & Testing
Executive Check-In

Milestones

 

Plan Inform/Configure Train Deploy
Approved Project Plan Sign Off on Configuration Introduction to Scholar Services team and Client Community Go Live! Celebrate Implementation!
Database Created Campus Communication & Training Plan Readiness Check Complete Implementation Review / Close-Out
SSO Established Campus Policy Guide
User Provisioning Complete
Job Board Set-Up (Optional)

Activities

Plan Inform Train Deploy
Kick-Off Meeting Complete Interfolio University Courses Complete onsite or virtual training Initiate Faculty Input Cycle
Define Key Objectives 3-5 Product Workshops Communicate support resources and policy guide information Collect Faculty Activity Data
Technical Checkpont Obtain & Load Required Data Conduct Meetings with Unit Leaders
Establish Implementation Project Team Configure Profile & Activity Data
Introduction to Interfolio University Courses Develop Policy Guide
SSO Setup (optional) Develop Training & Deployment Plan
Complete Setup Surveys Validation & Testing
Executive Check-In

Milestones

Plan Inform/Configure Train Deploy
Approved Project Plan Sign Off on Configuration Introduction to Scholar Services team and Client Community Go Live! Celebrate Implementation!
Database Created Campus Communication & Training Plan Readiness Check Complete Implementation Review / Close-Out
SSO Established Campus Policy Guide
User Provisioning Complete

Activities

Plan Inform Train Deploy
Kick-Off Meeting Complete Interfolio University Courses Complete onsite or virtual training Create and Initiate Cases
Define Key Objectives 2-3 Product Workshops Communicate support resources and policy guide information Packet Submittals
Technical Checkpont Case Workflows Defined
Establish Implementation Project Team Develop Policy Guide
Introduction to Interfolio University Courses Develop Training & Deployment Plan
SSO Setup (optional) Validation & Testing
RPT Implementation Survey Executive Check-In
Share Institutional workflow documentation

Milestones

 

Plan Inform/Configure Train Deploy
Approved Project Plan Sign Off on Configuration Introduction to Scholar Services team and Client Community Go Live! Celebrate Implementation!
Database Created Campus Communication & Training Plan Readiness Check Complete Implementation Review / Close-Out
SSO Established Campus Policy Guide
User Provisioning Complete

Institutional Implementation Team

Your Implementation Project Team may vary by module. Not all individuals on the team will be involved in the day to day implementation process, but as the project moves through major milestones, the larger group will reconvene to celebrate accomplishments and look forward to what’s upcoming.

  • Project Manager: Main point of contact for Interfolio; participates in all meetings, trainings, and testing of Interfolio products
  • Software Administrator: Responsible for configuring the Interfolio products with the help of the Interfolio Project Manager
  • Data Manager (IT): Represents the IT department. Assists with SSO, data transfers/integrations and adding forms to the institution’s Website
  • Subject Matter Expert: Represents the different types of departments and/or group of users who will work in the Interfolio products
  • Faculty Advisors: Represents faculty users who will work in the Interfolio products
  • Executive Sponsor: Serves as point of contact for Interfolio should we need to escalate a project issue above the client team
  • Steering Committee: Led by an engaged Executive Sponsor, this group has representation from the colleges to allow faculty voices to be represented and heard at the highest level. They oversee the implementation and the ongoing maintenance of the Interfolio modules.

Contact us about your university

Interested in learning more about how your university, academic staff, and students could benefit from managing some or all of your academic staff processes with Interfolio? Let us know today.