Setup Playbook: Enterprise
The following are recommended timelines for implementation. While the exact time dedicated to each task may vary, the order in which you implement the platform must follow the “Order of Events” as outlined below.
|Week 1||Onboarding + Platform Tour||Onboarding Prep||Onboarding Prep||Onboarding Prep|
1. Classification > Events
2. Technical Setup
|Platform Tour||Platform Tour||Platform Tour|
|Week 3||Final Touches||Classification & Start Technical Setup||Classification & Start Technical Setup||Classification & Start Technical Setup|
|Week 4||Launch||Complete Classification + Start Adding Events||…||…|
|Week 5||Complete Event Transition + Technical Setup||Start Adding Events||…|
|Week 6||Platform Review Call||…||…|
|Week 7||Final Touches||Complete Technical Setup||Start Adding Events|
|Week 10||Final Touches||…|
|Week 11||…||Complete Technical Setup|
|Week 14||Final Touches|
The following is an all inclusive list of features, so depending on your orgs needs and goals, you may or may not use certain features. Consult with your implementation specialist to evaluate how certain features may more directly impact your timeline.
Order of Events
The following takes into account all Localist setup features and outlines the order in which they should be completed. Parts (1), (2) and (3) can be completed in parallel.