Implementation Phase
- Step 1: Kick-off Meeting
- Define the project team and agree on the timeline.
- Overview of onboarding steps.
- Your audit environment will be set up in ViaSyst.
- Upload your list of client organizations (via Excel, in one batch).
- Step 2: Standard Integration
- We’ll import the required standards and configure system settings according to your needs.
- Step 3: Overall Platform Presentation
- Overview of the different platform modules.
- Training materials and instructions will be shared.
- Step 4: Audits, Findings & Certificates
- Review your current audit report template and create a mockup.
- Implement a customized report form within ViaSyst.
- Step 5: Offers & Contracts
- Analyze your current offer template.
- Implement a customized offer format in the system.
Deployment Phase
- Remediation Session
- Assess your team’s understanding of the system.
- Address any questions or issues with database processes.
- Pilot & Validation
- Run a pilot phase using real data and processes.
- Validate that everything works smoothly before full rollout.
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