PST | Standard Implementation and Training Process for Microix Workflow Modules (WFM)

Here is a brief description of what to expect for a FULL implementation and training (Phases 1-5). You can also click on the following link for detailed information: Microix Sales - Standard Implementation and Training Process for Microix Workflow Modules (WFM) - Knowledge base.  This information will also be provided to the client in the introduction email. 

 Phase 1 & 2: Discovery Call and Phase 2: Discussion of Installation and Software Activation (6% to 10%)

The discovery call is just the first of many important conversations within the training and implementation process. It is our opportunity to gather critical information to understand your organization’s objectives to customize the training specific to your needs. It generally lasts approximately one hour, and the organizational key staff should attend including your IT contact. Your consultant will send you their availability to coordinate the discovery meeting with some dates that work best with everyone’s schedule. These meetings will be via GoToMeeting. Please click on the link provided for detailed information of what to expect during the discovery call: Microix Sales - Overview of Phase 1-Discovery/Detailed Discussions for WFM - Knowledge base. Your consultant will provide you with the information necessary to work with Microix Support to install the Microix software (installation of the software only applies to on-premise, not to the Abila Cloud or any other hosted environment).  The software will be activated and ready for your consultant to configure and setup the software.

Phase 3: Setup and Implementation (50%-75%)

Your consultant will schedule meetings with you for the setup of users and security, workflows, hardware (if applicable) and testing of workflows.

 Phase 4 & 5: Training and GO LIVE! (25% to 50%)

After the setup of the software is completed, appropriate organization staff will receive training on administering and using the Microix software as well as training for requesters/approvers, and final preparations of the database for Go-LIVE!

 For detailed information on phases 1-5, please click on the following link:  Microix Sales - Steps involved to get Microix up and running in your organization - Knowledge base