Implementation – Fast Start

Why Invest in Premium Implementation & Software Consulting?

As an expert on the capabilities of this powerful software, your Align Advisor can better take advantage of each feature to set up your account in the best possible way. Although many companies are able to do this themselves, bringing in your Advisor in the beginning will give you the jump start to dive in and start using the software faster and more efficiently.

Let us:

Understand your business requirements
Use a consultative approach to create the best software configuration plan using our knowledge of best practices and your business
Invite your users – just send us email addresses and privilege level
Set up your huddles with Agendas, KPIs, Critical Numbers and more
Add in your metrics and Priorities and connect them throughout the software
Set Up your eNPS survey
Create your Company Dashboard and “My Dashboard”* to effectively show the most important items

So that you can:

Bring your Strategic Plan to life in the quickest way possible
Focus on the strategy, not the software
See results fast by implementing good business habits seamlessly in your organization

What is the process to for Implementation?

In addition to the standard onboarding that focuses on your strategic approach.

Step 1: Knowledge Transfer

Transfer knowledge to your Customer Success Advisor with 1-2 Additional phone calls focused on how your business currently runs so that we can translate that into the software

Step 2: Plan Approval & Information share

Approve the Software Configuration Plan presented by your Customer Success Advisor
Share the information requested in the plan so that your CSA can implement the plan.

Step 3: Software Configuration Plan Execution

Your CSA will execute on the plan in phases
You will sign off on the work from each phase to ensure it meets your expectations and requirements laid out in the Software Configuration Plan
Once the Software Configuration Plan is fully executed, your CSA will provide 2 additional 30 minute trainings for your team to understand the setup and how they can update throughout the quarter. We highly recommend the Aign Champion(s) attend each of these meetings.

Please Note: In order to ensure your account is set up in a timely manner, one revision request is allowed at each approval. This request should be submitted to your advisor in a single email and signed off with a revision addendum.

What is my Investment?

Although your Customer Success Advisor is doing a lot of the “in the software” work to set up your account, you will be asked to provide detailed information pertaining to your business and strategy.

Investment: $5000USD per year* includes implementation to jump start your use, 2 additional 30 minute training sessions, and the first premium period transition

* Integrations setup is not included. Click here to find out more about the integration setup service

Does your company operate better “in person”? Ask about our “on-site” rates!

Frequently Asked Questions

Why should I invest in Premium when Onboarding is included?

Get started faster with Premium services.

Premium services are offered on top of the onboarding included in your tier. To view the onboarding services – click here!

Every account gets a Kickoff Call with their Customer Success Advisor(CSA) as part of the normal onboarding services. With a premium package, this Kickoff Call will give your CSA the understanding of your company and your software expectations to create the implementation plan. An additional kickoff style call may be needed for clarification!

What is the difference between Software Consulting and my Business Coach?

Although your Customer Success Advisor is involved with hundreds of clients and are incredibly adept at the various business methodologies and good business habits we support, they are not a business coach! We are happy to partner with your business coach to capitalize on each individual’s expertise appropriately.

A business coach helps with specific business strategy and the content of your strategic plan and related goals. The coach will push you in the right areas and guide you to growing your business based on the training and years of experience they have. A coach will hold you accountable to the specific business strategy you develop together.

Your Customer Success Advisor is an expert on the Align suite of software. They are not your business or accountability coach. They are here to make sure you accomplish your goals as it pertains to execution of the software, not building out the content of your priorities or strategic plan.

How does this work with Standard Onboarding that's already included?

Depending on your tier, your setup fees get you standard onboarding. The sessions in this premium implementation service are on top of the services offered in the standard onboarding. For example, if you are on a 35-tier subscription, you get 2 small group training sessions + 3 onboarding calls + 1 integration consultation. With Premium Implementation you get all of that PLUS your Advisor handling the data input, 2 additional small group training sessions and multiple phase checkin calls (as needed) throughout the configuration plan execution.

Why do you need to record our calls?

As implementers, we will be doing work on behalf of you, the client. We will be impersonating you to set up your account and therefore will need recordings of all calls to ensure we are compliant with any requests and obtaining appropriate permission to do this work.