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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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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. This may
Previous Site
Determine if a bulk data import would be useful in populating your site. 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
Step | Task | Knowledge Base Article |
|---|---|---|
1 | Add your Administrator Users to your site so that all members of your implementation team have full access. | https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/45257416/Adding+a+New+User?src=search |
2 | Create new Programs and Residences for all of your organization’s services. | |
3 | Add your supported Individuals | |
4 |
Determine if a bulk data import would be useful in populating your site
Visit Configure Portal Settings on the Site Administration to begin to re-name and re-order your Site’s Pages and PageParts to match your naming conventions and desired layout. |
5 | Create the Lists you require to capture the necessary information your organization will be storing on your ShareVision Site. | Forms - Create a New Form with the Add New ShareVision Basic Form Template |
6 | Decide where these Lists should be displayed on the front-end, and begin creating new Pages and/or PageParts to do so. |
7 | Begin to establish your Site’s permissions, starting with your Programs and Residences. |
8 | Establish permissions for your supported Individuals. |
9 |
Add individuals to programs |
345341953/Add+an+individual+to+a+program+or+residence?src=search | ||
10 | Begin to consider your Reporting needs. | How to Request a New Report or an Edit of an Existing Report |
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:
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.
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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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.
Activity | Owner | Due date | Status | Notes | ||||
|---|---|---|---|---|---|---|---|---|
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Lists and Pages | ||||||||
Reports | ||||||||
Workflows and features | ||||||||
Training | ||||||||