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The Implementation Process (from Order to Go Live)


This article provides an overview of the stages of work involved in a typical CIMcloud implementation, from placing your order for the CIMcloud platform to the live roll-out of your solution.

New Implementations Process The Implementation Process (from Order to Go Live) The Process

What’s Included With Your Quote

Before you get into the implementation process/stages (listed below), it’s important to understand what you purchased from CIMcloud.  The following articles provide additional (supplemental) details.

Video Overview

Implementation Stages – Summary

The following is an overview of the stages involved in a typical CIMcloud implementation.

  • Stage 1 – Getting Connected
  • Stage 2 – Implementation
  • Stage 3 – Live Roll-out

Implementation Stages – Details

Stage 1 – Getting Connected

  • Starting Milestone: Order Placed (for CIMcloud)
  • Ending Milestone: Connected

New Implementations Process The Implementation Process (from Order to Go Live) Implementation Process And Stage

Typical Schedule:

The following is a targeted five (5) week schedule to complete the 5 steps in Stage 1. This schedule is based on the assumption that you will complete your steps within the target schedule provided.  The lead-times may vary based on the then current availability of the CIMcloud resources. The lead-times provided are relative to the Order Date. 

  • Week 1
    • Complete Step 1 (You)
    • Complete Step 2 (You)
  • Week 2
    • Step 3 (CIMcloud) – Deploy the Platform
    • Start Step 4 (You)
  • Week 3
    • Step 3 (CIMcloud) – Deploy the ERP Sync Tool & Test
    • Continue Step 4 (You)
  • Weeks 4 & 5
    • Finish Step 4 (You)
    • Complete Step 5 (You)

Note: The above schedule represents the Select Connect Package (which is by far the most frequently purchased connect package). The Starter Connect Package can typically knock 1-2 weeks off of this schedule by merging weeks 2 & 3 above into week 2 + merging weeks 4 & 5 above into weeks 3 (& maybe 4).

Stage 2 – Implementation

  • Starting Milestone: Connected
  • Ending Milestone: Go Live
  • Step 5: Self-Service Implementation
    • Content Work
    • Product Work
    • Settings Work
    • Testing
    • Customizations (optional, requires extra fees and work by a pro services / implementation partner)
Typical Schedule:

This schedule is entirely dependent on your implementation team.  We see significant variations in actual lead-times (30 days to 6+ months) depending on

  1. You assembling a team (start by focusing on the most critical roles) that engage and do the work.
  2. The size of your first go live goal (see choosing your first go live goal).

Stage 3 – Live Roll-out

  • Starting Milestone: Go Live
  • Ending Milestone: N/A (growing usage and adoption is an ongoing cycle)


  • Step 6: Live Roll-out (Grow Usage And Adoption)
    • The Cycle = Promotion, Onboarding, Training, Feedback, and Changes
    • Target #1: Your Customers
    • Target #2: Your Reps (CRM Workers)

Implementing More Features

The CIMcloud platform allows you to temporarily turn off / hide many of the major features.  This enables you to tackle the onboarding and implementation work for features in different phases (projects).  For example, you may decide to implement the tracking portal and online invoice payments in phase 1, then onboard the rich product catalog and rich order entry in phase 2.  We consider each of these phases to be separate “projects” that are part of your overall CIM “program”.

The above process is repeated for each project. Typically,

  • Stage 1 > Step 1 only occurs when you purchase new software (i.e. your initial order or if you optionally choose to purchase add-on bundles later to expand the capabilities of your platform).
  • Stage 1 > Step 4 only occurs on the initial implementation project or if you change the Program Manager or Project Manager for the next project.
  • Stages 2 and 3 will occur on every project.
    • The work your Implementers will have to do to complete Stage 2 and 3 can vary significantly by feature.

Roles (“Hats”) By Stage

This article provides details on the different roles (also referred to as “hats” or “job functions”) that need to be filled by stage in the implementation process.

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