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

PlanInformTrainDeploy
Kick-Off MeetingComplete Interfolio University CoursesClient Completes TrainingCreate Positions
Define and Approve Key ObjectivesAttend Product WorkshopsSupport Resources and Communication Information made availableDeploy Job Board
Client Project Team EstablishedComplete Administrative Settings WorkbookComplete Readiness CheckGo Live! Celebrate Implementation!
Complete Implementation SurveyDevelop Deployment Plan: Training and Change Management CommunicationImplementation Review / Close-Out
Introduction to Institutional Process DocumentationValidation & TestingEstablish Meeting Cadence with Account Manager
Introduction to Interfolio University CoursesUser Provisioning Complete
Define and Approve Project PlanExecutive Check-In
SSO Set UpSign Off on Configuration

Review, Promotion, & Tenure

Activities & Milestones

PlanInformTrainDeploy
Kick-Off MeetingComplete Interfolio University CoursesClient Completes TrainingCreate Cases
Define and Approve Key ObjectivesAttend Product WorkshopsSupport Resources and Communication Information made availableGo Live! Celebrate Implementation!
Client Project Team EstablishedCase Workflows ConfiguredReadiness Check CompleteImplementation Review / Close-Out
Complete Implementation SurveyDevelop Deployment Plan: Training and Change Management CommunicationEstablish Meeting Cadence with Account Manager
Intorduction to Institutional Workflow DocumentationValidation & Testing
Share Interfolio University CoursesUser Provisioning Complete
Define and Approve Project PlanExecutive Check-In
SSO Set UpSign Off on Configuration

Faculty Activity Reporting

Activities & Milestones

PlanInformTrainDeploy
Kick-Off MeetingComplete Interfolio University CoursesClient Completes TrainingMake system available to faculty
Define and Approve Key ObjectivesAttend Product WorkshopsSupport Resources and Communication Information made availableGo Live! Celebrate Implementation!
Complete Implementation SurveyObtain & Load Required DataChange Management activies as requiredImplementation Review / Close-Out
Client Project Team EstablishedReview System ConfigurationClient Conduct Meetings with Unit LeadersEstablish Meeting Cadence with Account Manager
Technical Contacts EstablishedDevelop Deployment Plan: Training and Change Management CommunicationReadiness Check Complete
Introduction to Institutional Process DocumentationValidation & Testing
Share Interfolio University CoursesComplete User Provisioning
Define and Approve Project PlanExecutive Check-In
SSO SetupSign Off on Configuration

Lifecycle Management

Activities & Milestones

PlanInformTrainDeploy
Kick-Off MeetingComplete Interfolio University CoursesClient Completes TrainingGo Live! Celebrate Implementation!
Define and Approve Key ObjectivesAttend Product WorkshopsSupport Resources and Communication Information made availableImplementation Review / Close-Out
Client Project Team EstablishedObtain & Load Required DataComplete Readiness CheckEstablish Meeting Cadence with Account Manager
Introduction to Institutional Process DocumentationReview System Configuration
Introduction to Interfolio University CoursesValidation & Testing
Define and Approve Project PlanExecutive Check-In
SSO Set UpSign 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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