The following video provides an overview of the CommunitySuite implementation workspace, including the implementation plan structure, Smartsheet tools, Foundant courses, and the implementation dashboard.
- Implementation Workspace Overview (:20) - Review the tools available in the implementation workspace, including the questionnaire, question and issue tracker, and validation checklist.
- Implementation Plan Structure (1:33) - Walk through the layout of the implementation plan and how rows and phases are organized.
- Phase 1: Data Discovery and Design (2:03) - Review how phase one is used to gather information about your organization's data and processes.
- Phase 2: Training and Configuration (2:21) - Review how to use the implementation plan during training, including learning objectives, pre-call action items, configurations, and the done checkbox.
- Foundant Courses (3:06) - Access and navigate Foundant courses in the Sandbox site to complete pre-call action items before implementation calls.
- Self-Guided Trainings (4:55) - Review self-guided training topics for system communications, reporting, and portals, including how to assign team leads and use the question and issue tracker.
- Phases 3 and 4 (6:10) - Review post-training check-in meetings and configuration actions to take after go-live.
- Implementation Dashboard (6:39) - Use the dashboard to access key links, timelines, and scheduled calls to keep your team on track.