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.
Implementation Methodology
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
Faculty Search
Activities & Milestones
| Plan | Inform | Train | Deploy |
|---|---|---|---|
| Kick-Off Meeting | Complete Interfolio University Courses | Client Completes Training | Create Positions |
| Define and Approve Key Objectives | Attend Product Workshops | Support Resources and Communication Information made available | Deploy Job Board |
| Client Project Team Established | Complete Administrative Settings Workbook | Complete Readiness Check | Go Live! Celebrate Implementation! |
| Complete Implementation Survey | Develop Deployment Plan: Training and Change Management Communication | Implementation Review / Close-Out | |
| Introduction to Institutional Process Documentation | Validation & Testing | Establish Meeting Cadence with Account Manager | |
| Introduction to Interfolio University Courses | User Provisioning Complete | ||
| Define and Approve Project Plan | Executive Check-In | ||
| SSO Set Up | Sign Off on Configuration |
Review, Promotion, & Tenure
Activities & Milestones
| Plan | Inform | Train | Deploy |
|---|---|---|---|
| Kick-Off Meeting | Complete Interfolio University Courses | Client Completes Training | Create Cases |
| Define and Approve Key Objectives | Attend Product Workshops | Support Resources and Communication Information made available | Go Live! Celebrate Implementation! |
| Client Project Team Established | Case Workflows Configured | Readiness Check Complete | Implementation Review / Close-Out |
| Complete Implementation Survey | Develop Deployment Plan: Training and Change Management Communication | Establish Meeting Cadence with Account Manager | |
| Intorduction to Institutional Workflow Documentation | Validation & Testing | ||
| Share Interfolio University Courses | User Provisioning Complete | ||
| Define and Approve Project Plan | Executive Check-In | ||
| SSO Set Up | Sign Off on Configuration |
Faculty Activity Reporting
Activities & Milestones
| Plan | Inform | Train | Deploy |
|---|---|---|---|
| Kick-Off Meeting | Complete Interfolio University Courses | Client Completes Training | Make system available to faculty |
| Define and Approve Key Objectives | Attend Product Workshops | Support Resources and Communication Information made available | Go Live! Celebrate Implementation! |
| Complete Implementation Survey | Obtain & Load Required Data | Change Management activies as required | Implementation Review / Close-Out |
| Client Project Team Established | Review System Configuration | Client Conduct Meetings with Unit Leaders | Establish Meeting Cadence with Account Manager |
| Technical Contacts Established | Develop Deployment Plan: Training and Change Management Communication | Readiness Check Complete | |
| Introduction to Institutional Process Documentation | Validation & Testing | ||
| Share Interfolio University Courses | Complete User Provisioning | ||
| Define and Approve Project Plan | Executive Check-In | ||
| SSO Setup | Sign Off on Configuration |
Lifecycle Management
Activities & Milestones
| Plan | Inform | Train | Deploy |
|---|---|---|---|
| Kick-Off Meeting | Complete Interfolio University Courses | Client Completes Training | Go Live! Celebrate Implementation! |
| Define and Approve Key Objectives | Attend Product Workshops | Support Resources and Communication Information made available | Implementation Review / Close-Out |
| Client Project Team Established | Obtain & Load Required Data | Complete Readiness Check | Establish Meeting Cadence with Account Manager |
| Introduction to Institutional Process Documentation | Review System Configuration | ||
| Introduction to Interfolio University Courses | Validation & Testing | ||
| Define and Approve Project Plan | Executive Check-In | ||
| SSO Set Up | Sign Off on Configuration |
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.
Implementation Methodology Guide (Summary)
All Interfolio implementations follow a simple and repeatable methodology that leads to continued client success. To make your institution’s implementation of your Interfolio module(s) as successful as possible, we recommend you read through this free Summary version of our Implementation Methodology Guide. It gives you a roadmap that will lead to successful deployment of Interfolio’s technology to your faculty and staff, and will help to ensure that the project of adopting Interfolio on your campus achieves (or exceeds) its goals.
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