Implementation Processes
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      3. Implementation Processes

      Hold/Cancel Implementation Process

      Process on steps when implementation client requests to delay start of a module/service or has not moved forward with implementation of module.

      Hold Process

      • Implementation Specialist emails client confirming their product(s) is on hold using "Implementation Hold" email template (modifying as needed based on situation)
      • Implementation Specialist sends email to goliveemails@paynw.com, cc Lori Brown and service rep with information below:
      Subject: XXXXX-XXXX {Module} On Hold
        • Client ID: XXXXX-XXX
        • Client Name:
        • Implementation Specialist:
        • Sales Rep:
        • Quote ID:
        • Hold Date: XX/XX/XXXX
        • Products On Hold: 
        • Notes:
      • If client reaches out, they are told it will be reviewed for timeline options (you do not need to agree to date they say without first reviewing) Note: Original signed Estimate sheet pricing is good for 2 years from signing date. Price increase date will follow from original signing timeframe, not the later start of the module/service. If outside of 2 years, send to sales rep to obtain new pricing sheet.
      • Implementation Specialist will change ticket status to "Closed" after 2-3 business days with no response from client
      • Implementation Specialist will change product status in UKG Ready to "On Hold" 

      Cancel Process

      • Implementation Specialist emails client confirming their product(s) is cancelled using "Implementation Cancelled" email template (modifying as needed based on situation)
      • Implementation Specialist sends email to goliveemails@paynw.com, Lori Brown and cc service rep with information below:
      Subject: XXXXX-XXXX {Module} Cancelled
        • Client ID XXXXX-XXX:
        • Client Name:
        • Implementation Specialist:
        • Sales Rep:
        • Quote ID:
        • Hold Date: XX/XX/XXXX
        • Products On Hold: 
        • Notes:
      • If client reaches out, they are told it will be reviewed for timeline options and assignment (you do not need to agree to date they say without first reviewing) Note: Original signed Estimate sheet pricing is good for 2 years from signing date. Price increase date will follow from original signing timeframe, not the later start of the module/service. If outside of 2 years, send to sales rep to obtain new pricing sheet.
      • Implementation Manager is notified and determines if it can be accepted or if Sales needs to step in for another demo
      • Implementation Specialist will change ticket status to "Closed" after 2-3 business days with no response from client.
      • Implementation Specialist will update Product Statuses to "Cancelled"