Intensive Advising
Why Intensive Advising?
As an expert on the capabilities of this powerful software, your Align Advisor will be there to facilitate your learning, teach you the ins and outs of the software, and hold you accountable in a live, hands on setting.
Give your team the jump start to dive in and start using Align faster and more efficiently.
Let us:
- Understand your business requirements
- Use a consultative approach to create the best configuration plan using our knowledge of best practices and your business
- Guide you with 30-minute execution sessions to implement your plan
So that you can:
- Get the strategy out of your head and into practice
- See results fast by implementing good business habits seamlessly in your organization
What is the process?
In addition to the standard onboarding that focuses on the technical approach (Activation call with your Advisor + accountability + execution calls)
Step 1: Knowledge Transfer
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Deep dive with 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 Rollout Plan by identifying the Critical Path.
Step 2: Plan Approval & Scheduling
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Review the Software Rollout Plan presented by your Advisor and determine the appropriate cadence for deep dive sessions.
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Schedule the recurring deep dive sessions – be sure to include the Decision Maker and all Align Champions.
- Schedule any team trainings in advance so you hold yourself accountable.
Step 3: Execution
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30 min sessions on zoom with screen shares during the time of the engagement – average of 2 per week.
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Your team does the work to identify the information, talk internally about the changes and the “why” and begin to use the software. The amount of time it takes to become an expert fully depends on your previous experience, current preparation, and ability to rally your team to prioritize this work. Your Advisor is here to support your efforts and proactively provide advice.
What is my Investment?
In addition to the 30-min advising and execution sessions, you will be asked to prepare for the meetings with specific deliverables to make the most of our time together.
Investment: $5000/Quarter includes a custom roll out and configuration plan, and advising and execution sessions for 1 calendar quarter. Continue on for additional quarters for $5000/Quarter.
* Please note, this is an advising service, not implementation. We do offer Premium Implementation (data entry and account setup done by the Align team) or Integration Setup Services.
Does your company do better “in person” than on Zoom? Ask about onsite execution of your Software Configuration Plan.