During the kickoff, key stakeholders will meet to set the project in motion. This typically involves team introductions, a project overview to confirm scope and deliverables, and a review of timelines and milestones.

We’ll work with your team to document all your unique business requirements, workforce configuration and eligibility rules in detail. This sets a solid foundation for the system to be configured correctly.

We’ll help configure the system to match your requirements and put it through comprehensive testing before handing it over for acceptance testing. Proper setup allows seamless integration with carriers, personalized communication, and scalability for future needs.

Our team will also ensure we’re defining the right data elements necessary for your benefit strategy. We’ll validate them against your rules to ensure that the system will act accordingly. Data gathering and validation ensures accuracy, informs decision-making, and drives continuous improvement.

Our PlanSource team will walk through the entire system using test employee data to make sure everything is exactly how you want it.

The payroll audit will verify your data and plan requirements match configuration.

Finally, with your team you will develop a communication plan to inform employees, retirees, and other stakeholders about the upcoming changes. 

Train your internal team on the new processes, tools, and systems.  Things like reports, sending communications, approving life events are easy to do on the PlanSource system.

Once the communication and training plans are successful, the system is turned on! It’ll be an exciting day for your employees to navigate their new benefit experience.

We’ll monitor performance closely during the initial weeks to catch any issues early; and to ensure your team is comfortable with the system.