A Strategic & Coordinated Implementation Plan
As Marketware’s Implementation Coordinator, I know that getting off to a good start is critical to ensuring a great and successful partnership with our clients. Not only are 1st impressions the key to building trust, but putting your best foot forward from the start can save your organization time and money while leading to stronger satisfaction. The key to a good start is a strategic and coordinated implementation plan.
Before I joined Marketware, I worked in a customer success role where I often heard feedback from clients that some parts of our implementation were unorganized, leading to delays in users being able to access and dig into our platform and dashboards. When I looked at the numbers, I could see why they thought this: it was taking 115 days, on average, for a new client to be fully implemented. This certainly wasn’t by design. In fact, our process didn’t really have a design. Upon reviewing this, our team made some key changes which cut our days to launch by 35% and positively impacted new client satisfaction scores. That is why at Marketware, our Client Success Team has worked hard to have a strategic plan in place upon purchasing 1 or more of our Physician Strategy Suite platforms.
Designated Marketware Contacts
When you join the Marketware team, you’ll be assigned a dedicated Implementation Coordinator and a Client Success Executive to be with you and your team every step of the way. Our team of Executives has all formerly worked as liaisons and recruiters and has an extensive knowledge base of the industry and the product. From implementation and onboarding to your day-to-day activities, we’ll be here to support and enable your organization to strengthen and grow.
Implementation Coordinator
- Coordinate the implementation plan timeline
- Works closely with other Marketware departments to coordinate account set up & data imports
- Confirms platform & dashboard functionality prior to launch
- Regularly updates you on the status of implementation activities, open tickets &/or enhancement requests
Client Success Executive
- Serves as liaison between client & internal departments at MW
- Conducts regular cadence calls to assess progress
- Facilitates ongoing training as new use cases, functions, or features are introduced
The 5-Stage Implementation Plan
Marketware’s implementation isn’t just a 1-&-done sort of thing. Once you’ve joined, our team will begin onboarding your organization in 5 stages.
1. Discovery
As you get started, you’ll work with your dedicated CSE to set a timeline, understand your organization’s strategic priorities, and set next steps.
- Introductions
- Timeline
- Strategic Priorities
2. Planning
In this stage, we’ll work together to understand your internal and external data assets and get both your software and users set up and ready to run.
- Internal Data Assets
- External Data Assets
- User Set Up
- PRM Set Up
- Analytics Set Up
- Recruit Set Up
3. Training
Now it’s time to get going! Your dedicated CSE will coordinate with you to set up online modules, virtual training, review your claims data, and facilitate live training to ensure your team is educated and ready to go.
- Virtual Training
- Claims Data Overview
- Live Training
4. Launch
In the launch stage, we’ll be here every step of the way. We’ll be ready before, during, and after launch with support for all your users, any data refining you may need, and ongoing training.
- New User Analysis
- Data Refinement
- Ongoing Training
Ongoing Support & Consultation
Once you’re through implementation and your team is actively using Marketware, your Client Success Executive will not only continue to be your advocate but will also focus on providing strategic insight. This is accomplished through a routine Executive Business Review (EBR). These scheduled meetings are designed to engage your key stakeholders in understanding how optimization of Marketware can further support a positive return on investment for organizational goals and strategies.
Tour of our all-in-1 Physician Strategy Suite.
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