Project Delivery
Ideagen Project Team Members
Project Lead
Consultant
Your primary point of contact during your Setup project. Your PL is responsible for the overall success of your project as well as ensuring key milestones are achieved in line with your Project Plan.
Consultants offer subject matter expertise in the areas subscribed within your subscription. In many circumstances, your Consultant is also your Project Lead.
Project Coordinator
Customer Success Agent
Your Project Coordinator is responsible for the delivery of the Implementation - Training phase of your project. They are also responsible for configuring your subscription and setting up user access.
Your Customer Success Agent will support the embedding of your CompliSpace solution post project setup.
Ideagen Customer Service Team
For technical support, administrators can contact the Ideagen Service Team on 1300 132 090 Mon-Fri (08.30-17.00 AEST) or at https://complispace.zendesk.com/hc/en-us
Project Delivery- Overview*
*Based on 4-5 modules. This will vary for greater amount of modules/more complex set ups.
**Meetings are conducted online only.
Project Initiation & Setup**
Project Close** Implementati on Consulting** Implementati on Training**
Days 0-28 Week 1-04 Week 05-28 Weeks 28-30
PROJECT INITITIATION & SETUP
PROJECT INITIATION & SETUP
Close of Stage Milestone marked off
5 Platform training on the Training Hub
Responsibilities
Ideagen
• Identify the Project Team
• Arrange 2 x Governance Meetings
• Complete Product Configuration
Customer
• Identify the Project Team
• Complete configuration tasks (‘About Us’ questionnaire)
• Attend 2 x Governance Meetings
INITIATION PHASE MEETINGS
Governance Meeting One
• Meeting 1
• Discuss project ‘deliverables’
• Discuss Customer Project Team configuration
• Discuss initial timelines
Governance Meeting Two
• Meeting 2
• Project ‘deliverables’ are agreed to & ‘signed off’ by the client & recorded by the Project team
• Customer and Ideagen Project Team agree on:
• Project plan & timelines
• Roles and Responsibilities
Training Hub Course Catalogue
Platform Award
x 10 min
1. Navigating the Platform (Client User View) 2. Navigating the Platform (Administrator View)
3. Contextualising Policy Content 4. Managing CompliSpace Content Updates 5. Creating your own Content
Navigating the Platform
Managing Users & Groups 3. How to Assign Learning
Course Visibility & Notifications
Reporting
x 10 min
1. Navigating the Platform 2. Managing Users
3. Introduction to Registers
4. Introduction to Forms
5. Introduction to Tasks/Actions & Checklists 6. Reports
Document Storage
Managing Form Workflows
Creating & Editing Registers & Forms Templates
Risk
Responsibilities
Ideagen
• Assign Administrators to Training Hub to Project Team Members
Customer
• Project Team Members to complete assigned learning in Training Hub
IMPLEMENTATIONCONSULTING
Implementation- Consulting
• To support the implementation of the modules subscribed, Implementation - Consulting phase will consist of a series of smaller, module specific projects.
• Each project will include
• A summary of all content inclusions
• A designated number of contact hours accessible to the Project Team
• An agreed set of module specific deliverables
• An agreed delivery structure* (For example, 2 x ½ day sessions)
IMPLEMENTATION- CONSULTING (example)
Delivery email
Consultant to send
Module Inclusions Agree module deliverables / how to spent the time allocated
Context Guidance Learning Review
Assurance Resources Close of Stage Milestone marked off Record tasks remaining
Review of Module Inclusions
Review of deliverables
Schedule meetings cadence Week 4
*weeks may vary depending on
Responsibilities
Ideagen
• Provide a summary of the module inclusions to the Project Team
• Define the key deliverables for the module
• Determine the number of contact hours and timeframe required and update the Project Plan
• Perform project tasks
Customer
• Review the module inclusions
• Identify the key deliverables for the module
• Agree to the proposed Project Plan
• Perform project tasks assigned by due dates
PROJECT CLOSE
Project Close
• At week 28 of your project, we commence Project Close.
• Project Close refers to closing the Setup project. Within this process, the Project Team will prepare a Project Close Report in preparation for tour transition to Customer Success.
• Both Project Teams revisit and sign off the deliverables, as defined in the Governance Meeting Two.
PROJECT CLOSE
Internal close Meeting CS Team
Project Close Meeting Customer& CS Team
Ensure all other project stages are closed Project close report