Page Comparison

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1. Welcome to ShareVision Slide-deck

Prior to your first official meeting Following your ShareVision Welcome Meeting with the ShareVision Customer Success team, you should your Primary ShareVision Administrator will have received an email containing an important slide-deck. This deck contains with 2 attachments: Welcome Meeting Presentation and the Welcome Document. These documents provide a fantastic refresher on the first steps of your onboarding process. Here you can find how to:

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While we require our Training Module be completed before the in-person session can be scheduled, you may also find this portion of your onboarding valuable to re-visit. We understand that sometimes there can be a lot that goes on between the time you complete the Training Module, and when you and your Admin Team tackle the task of populating your ShareVision Site. Due to this, it can be a good idea to review the Videos and Quizzes of the Module to act as a refresher on some of the more involved Admin tasks. Additionally, you may find it useful to flex your practical skills again by completing these Home Work assignments: https://sharevision.atlassian. net/wiki/spaces/SVKB/pages/edit-v2/2038431749?draftShareId=9a3dd614-659a-4701-ba34-a0e740eae9f6&inEditorTemplatesPanel=auto_closed

\uD83D\uDCCC Phase One

Now that we’ve had our refresher, let’s begin with Phase One of the ShareVision Implementation process.

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Once you’ve completed Training and have met with a Product Expert, this brings you to the first phase of your implementation: beginning to populating your Site with the necessary Services, Individuals, Lists, and Pages for your staff to complete their daily tasks. 

Previous Site

Determine if a bulk data import would be useful in populating your site.  This may If you have an existing site and can export information into Excel, we have a Data Migrator that allows you to load existing data.  For the Data Migrator to be successful, you will need to be able to match the columns and content in Excel with the list settings for each target list.  It’s possible to create staff logins and permissions, programs, individuals, etc. through this method. Data Import

No Previous Site

If you are not doing a bulk data import, creating your site will be a gradual process, and one that may take some consideration on where and how your data is stored on ShareVision. 

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If you’re finding that you’re unsure of where to start, you can feel free to use the below as a guide for populating your Site.

Data Order

If the above tasks seem daunting with the bandwidth you have, remember, your billable hours can be used to help with some of the heavy lifting of creating Lists, Pages, and PageParts and importing data. If you and your team are finding you don’t have the bandwidth necessary to get your site off the ground in the timeframe you’d like, this is another opportunity to utilize your billable hours.

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• 1. All at once: If you have a limited number of Users, and you feel confident in their technical know-how, you may feel comfortable introducing your Site in one unveiling. User profiles would have been created, permissions established, and all Services and Individuals populated. From here, your Site Users will be able to perform their necessary responsibilities on a day-to-day basis. Ongoing additions and configuration of your Site may be needed, but the core elements

• 2. By Department: It may be the case that introducing your Users is best done on a department by department basis. What can lead to a successful implementation is populating the necessary information for one of your Organization’s departments, say Homeshare, and introduce the Homeshare Staff to ShareVision first. This allows for greater flexibility in populating your Site, and establishing permissions. Additionally, you get the benefit of a limited roll-out which can act as a test environment before all employees have access.

• 3. Super User Group: This group should be comprised of end users who are keen about and skilled at using computers/technology. This Super User Group provides 2 benefits:

  1. Early access to ShareVision by these users so that they get familiar with it and will be able to act as champions and resources as they onboard teams when they are going live.

  2. Built in testers for feedback from the people who do the day to day work so that the SV Admins can adjust forms or flow in how ShareVision will be used before it is live. To do this Define a “subset” of your organization that you will focus on configuring the new site for.

     Service(s)

     Staff(s) working in those Service(s)

     Individuals currently accessing those Service(s)

     Forms and Processes necessary for those Individuals and Staff

     Configure your new site for that Pilot group

     Train those Staff on accessing and using the SV site. Go “Live” with this Pilot group

     Gather feedback from them

Fully completing your ShareVision implementation will likely be an extended process, requiring gradual updates informed through feedback from your Staff and Admin Team. During this process, we encourage you to utilize the ShareVision Team to aid you in the process.

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Support can be accessed once your in-person training session with a Product Expert has been completed. Your ShareVision subscription includes unlimited technical support to your Primary ShareVision Administrator. This is a valuable resource.

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To give you an idea of what can be requested of the Product Expert Team, we’ve included a table below to act as a starting point.

\uD83D\uDD17 Reference materials

Onboarding Queue

#0 Pre-Training Session - Check Training Module log-ins Y/N

Name: Online Training

#1 Final Session Y/N

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This will likely be where most new clients are for a long period of time - this is the group we target for billed “onboarding sessions” going over important and practical topics. Similar to getting more but more focused on early stage implementation; sign up sheet, held 2 times per month. Billed at an hour each attendance.

Name: Admin Site Set-up

#3 Site Users - Evaluate site activity - # of active users, logins and entries, is there a threshold? Y/N Are the staff using their Site yet?

reminder - Template of “going live”

Name: Site Adoption

#4 Fully Live - they’ve done as much as they can to go live and implement their site; maybe low frequency touchpoints for accounts in #5 during the first 12 months - useful tips, getting more invites, Yvonne personal outreach (she was interested in this - reaching out to clients using the PE queue to see if they had any custom work requests pending)

Name: Site Fully Live

#5 Ongoing Support - Onboarding Complete

Name: Site Complete - ongoing support

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