Implementation Orientation

We are here to set you up for success!

We guide you through an implementation process designed for successful launch and continued use.

We set you on a path for learning which best enables your easy use of the platform.

We empower you to create value by increasing your efficiency and reducing the time you spend on everyday tasks.

Our Mission

Who I am…

Carson Schaller,Implementation Manager

10+ Years in Customer Service and Support.

1+ Years w/ YM (previously part of Support Team).

My Team

Anthony Ciardiello, Team Leadaciardiello@yourmembership.com

727-827-0046 Ext. 4776

Joshua Peek, Team Leadjpeek@yourmembership.com

727-827-0046 Ext. 4790

Quinn Brady, Directorqbrady@yourmembership.com

727-827-0046 Ext. 4432

Your Team

Implementation Primary Contact:• Name: • Email: • Phone:

All Staff Members that are Participating in Implementation:

Name: Position: Email/Phone

What Makes a Successful Implementation

1. Commit and Go All In • It’s the only way to truly benefit from your new software• Eliminate reliance upon your old system and processes

2. Truly Believe that Adoption isn’t Optional• Be Inflexible about training• Learn how the software will make you better

3. Be the Change you need to Achieve Success• Product adoption is key to task proficiency• Champion the end goal and return on investment

4. Establish clear expectations and mitigate risk• Identify and mitigate known obstacles and distractions• Prioritization of project tasks are imperative

5. Communication is key• Transparency will drive progress and overall knowledge retention• Ask questions often and early, this will eliminate confusion

Start The Right Way, Right from the Beginning:

• Read the following article and share it with your staff, ED and anyone else that can help you succeed!

• “Six Reasons Your SaaS Deployment Is Failing”: http://insights.wired.com/profiles/blogs/six-reasons-your-saas-deployment-is-failing#axzz3O59lFJbe

Don’t Let your Implementation Fail

Timeline

Configuration2-3 weeks

Feature Setup6-7 weeks

Launch1-2 weeks

90 DaysTotal estimated time

1. I help your team establish milestones and target dates to launch in 90 days.

2. I complete the initial setup of the following database features to ensure your success:

– Member Types– Memberships– Custom Fields– Dues Rules/Modifiers & Renewal Rules– Locality Settings

3. I connect you with our design team for consultation and application of your sites design elements.

4. I work with you and your staff to establish a training schedule and to make sure you understand and retain the information.

5. I act as your direct point of contact with YM during Implementation.

Implementation Manager

Your Team’s Responsibilities

1. Complete you product training courses

2. Add and manage your website’s content

3. Add and manage any events you would like to have run through YM once your site is launched

4. Additional feature set up (if imperative to launch):• Blogs & Forums• Groups • Latest News• Store• Professional Development

5. Provide data: • Ensure Data Accuracy• Format Data for Import

6. Get excited to see a return on your investment!

Design & Delivery

• Once you choose your template, we will ask you for a number of design elements that we need to build out the first version of your site.

• Note: Actual work on your design will only start when we receive all specs from your organization and we can submit them in their entirety to our design team.

• Once your design task is submitted, the design team will take from 4 to 6 weeks to provide you with your first initial design look and feel.

• You will have up to (3) revisions on your website design.

MM/DD/YYYY

Dates we should notate:• Holidays: • Vacations:• Conferences:• Other?:

Your Organization’s Launch Date

Next Steps

Your Team: Prepare for the Feature Review Discussion

Our Team: I will be setting up your database/website

Our Next Call is Schedule for:

Thank You