Integration Phases

Pre-integration

The initial steps for setup and communication occur during this phase.

• Connect with us to begin the setup process

• Determine who needs to be involved and synchronize calendars for best communication

• What information is needed

• Who to contact and how to receive support from the third party system

Mid-integration

Configuration and testing begins and most steps of this phase are carried out by us. This phase occurs in the development environment.

• Configuration of the integration

  • Use of APIS, File Transfer, etc

• Testing is done using test candidates

• Transition from user acceptance to live

Post-integration

The integration goes live and ownership is provided to you.

• A handoff meeting is scheduled to go officially transition ownership of the integration to you

• The integration goes into production

• Learn what to expect from us going forward and what your ongoing involvement is

• Reiterate who to contact for support and when

For questions, comments, or issues, please contact us!