This quick guide outlines the key steps for successfully implementing your project, from kickoff to go-live. Follow these stages to ensure a seamless deployment. The process includes thorough testing, user onboarding, and training. Critical team needs include IT for integration and troubleshooting, HR for data management and configuration, project managers for timeline oversight, and training coordinators to execute user and admin training.
Implementation Phases
Pequity Implementation
| Step | Taskd | |
| Week 1 | Partnership Kick Off | Align on objectives, define scope, and introduce teams. |
| Week 2 | Data Submission & Integration Setup | Submit necessary data and establish integrations. |
| Week 3 | Data Display Review & Testing | Set up data display, review for accuracy, and collect feedback. |
| Week 4 | Iteration & Admin Training | Refine setup based on feedback and train administrators. |
| Week 5 | User Onboarding & Setup | Complete end-user onboarding and setup. |
| Week 6 | Ad-Hoc Training | Provide additional training and finalize setup. |
Comp Cycle Implementation
| Step | Task | |
| Week 1 | Comp Cycle Kick Off & Data Submission | Begin comp cycle with data submission and initial setup. |
| Week 2-4 | Meta Data & Logic Configuration | Configure metadata and logic for comp calculations. |
| Week 4-5 | Fine-tune setup and train admins. | Fine-tune setup and train admins. |
| Week 5-6 | Onboard users and finalize reward letter setup. | Onboard users and finalize reward letter setup. |
Completion Milestones
- Pequity Implementation Complete: Full system functionality and user onboarding.
- Comp Cycle Go-Live: System ready for go-live with completed user setup.
Additional Stakeholders Needed
- IT Team: For integration setup and troubleshooting.
- HR/Compensation Team: For data submission and configuration alignment.
- Project Managers: To oversee timelines and coordinate between teams.
- Training Coordinators: To manage and execute user and admin training sessions.