Rapid Implementation Process

Everything starts with an initial meeting where we discuss your desires and the scope of our engagement. We'll be happy to talk about how we'd approach the work, and one of our solution engineers will accurately estimate your project scope.

If the project looks like a good fit for both parties, we'll send you a detailed proposal.

We start with some simple onboarding, and arrange a kick-off call so you can meet the project team and discuss the timeline.

Our professionals work with you to customize your document requirements, discuss deadlines, and develop a detailed project plan. During the design phase, we deliver a design specification developed to ensure your success.

During the build phase, our team establishes a connection to your claims and policy administration system, creating the necessary datasets and templates for all communications. We also establish profiles for all products so we can target specific templates for specific policy types.

Also, a key part of this phase is establishing the approval cycle for all templates and datasets, this ensures consistency for when we move to the more rapid deployment phase.

Using agile methodologies, we enter a Build, Test and Deploy cycle. After reviewing prototypes we built with your team, we step through an approval process and publish the new templates.

We are now in an iterative cycle, continuously building, quality-checking and deploying.