Your implementation experience

PlanSource Launch Journey
A Proven Framework for Long-Term Success

We understand your success is more than just a tool. You also need the right strategy, set up, and people behind it to really maximize your technology investment. That’s why PlanSource has an entire team dedicated to ensuring your team gets the most out of PlanSource, right from the start. Whatever your implementation needs and goals, we have a launch plan that will get you set up, live and seeing results quickly.

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Faster Time-To-Value
Our structured approach and detailed project plan ensures everyone stays on track, on time and updated for a smooth Launch, from kickoff through go-live.
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Maximum Efficiency
We clearly define your requirements, benefits configurations and processes upfront, so your system is set up to meet your specific needs.
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Higher Adoption
We’ll help train and enable your entire HR team, giving them the tools they need to not just use the system, but to really get the most out of it.
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Scalable Growth
We want you to be wildly successful with PlanSource, so we deliver a high-quality experience that’ll set your team and your system up for long-term success.
Your Launch Journey
Our proven plan for a successful, on-time implementation
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Briefing
COUNTDOWN
In this phase, you’ll start learning the system, and we’ll gather all the info we need about your benefits to prepare for Lift-Off
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Lift-Off
STAGING
Next, you’ll travel through the Requirements, Configuration, and Audit & Testing stages before signing off on the system
Requirements
We’ll work with your team to document all of your unique business requirements, workforce configuration and eligibility rules in detail
Configuration
Next, our specialists will help set up your system and put it through a comprehensive inspection before handing off to you for final testing
Audit & Testing
Finally, your team will be able to walk through the entire system using test employee data to make sure everything is exactly how you want it
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GO LIVE
ORBIT

All systems go (live)! Now you’re live, your team is trained, and your data is syncing with your insurance carriers and other partners

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Briefing
COUNTDOWN
In this phase, you’ll start learning the system, and we’ll gather all the info we need about your benefits to prepare for Lift-Off
\
LIFT-OFF
STAGING
Next, you’ll travel through the Requirements, Configuration, and Audit & Testing stages before signing off on the system
Requirements
We’ll work with your team to document all of your unique business requirements, workforce configuration and eligibility rules in detail
Configuration
Next, our specialists will help set up your system and put it through a comprehensive inspection before handing off to you for final testing.
AUDIT & TESTING
Finally, your team will be able to walk through the entire system using test employee data to make sure everything is exactly how you want it
\
GO LIVE
ORBIT
All systems go(live)! Now you’re live, your team is trained, and your data is syncing with your insurance carriers and other partners.
The project team provided top tier expertise and service for our launch. They did an excellent job of managing our timeline to ensure we launched in time for OE.
STACY COLBY-KING

VP of HR, Clearway Energy

We are very pleased with our implementation. The team did a great job resolving issues quickly and met deadlines on time. Great job!
RENEE CHALOUPKA

Director of People Experience, Thrive Restaurants Group

Our Launch Project Manager was an amazing asset to our project. She worked very hard and successfully to keep our project on time and delivered. What a Rockstar.
JOHN TOMKO

HR Generalist, AmeriVet Veterinarian Partners

PlanSource is thorough and responsive. We had an amazing, dedicated team that took us to a smoothly operating system.
SARAH DARE

Benefits Coordinator, Bloomfield Hills School District

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The Right Methodology
Clear Expectations and Communication
We know how important it is to clearly define project requirements, timelines and owners upfront. Our detailed project plans and real-time collaboration tools ensure our teams stay tightly aligned on project needs, responsibilities and progress.
Extensive Training and Enablement
Your entire HR team will have access to initial and ongoing training – including custom sessions, live webinars, on-demand certifications and courses, and more! – so you can start learning the system before you’re even live and new ways to do more.
Experienced Guidance and Best Practices
Our Launch team brings decades of benefits and platform experience to your implementation project, giving you strategic guidance, helpful advice and peace of mind from running 1,000s of successful implementations.
The Right Team
You’ll have an entire team behind you to ensure your team and your platform are set up for success.
Onboarding Specialist
The Onboarding Specialist introduces you to the Launch journey and helps you prepare for your transition to the Launch team.
Project Manager
The Project Manager manages your Launch journey and timeline, ensuring that deadlines are met and project status is communicated throughout the project.
Benefits Coach
The Benefits Coach leads requirements gathering and provides guidance to ensure that the configuration meets your needs and reflects best practices.
Configuration Analyst
The Configuration Analyst sets up the system to reflect your benefits and business rules defined by you and your Benefits Coach (i.e. plans, rates, eligibility).
EDI Analyst
The EDI Analyst delivers the integrations between PlanSource and third-parties such as insurance carriers and HCM systems.
Flexible Options for Small and Midsized Customers
Our implementation packages let you choose the experience you want, based on your enrollment style (active, passive, mid-year), benefits complexity, budget & internal resources, technology proficiency and timeline.
Launch Success
Clearway Energy
900+ employees

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.

Kickoff on 07.27, Live on 11.09 (live in less than 3.5 months!)

Customer Satisfaction Score:
5 out of 5
AmeriVet Veterinarian Partners
1,500+ employees

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.

Kickoff on 07.13, Live on 09.04 (live in ~2 months!)

Customer Satisfaction Score:
5 out of 5
R&L Carriers
17,000+ employees

Implemented PlanSource benefits technology plus Employee Contact Center.

Kickoff on 07.27, Live on 11.02 (live in less than 100 days!)

Customer Satisfaction Score:
5 out of 5
Ashley Furniture Store
13,000+ employees

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.

Kickoff on 05.04, Live on 10.12 (live in ~5 months)

8 EDI integrations plus APIs with ADP and UKG Pro

Customer Satisfaction Score:
5 out of 5
Get more great insights and best practices
Hear from real PlanSource customers
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
Benefits Technology Partners | The Source: Scott Millson
Benefits Technology Partners | The Source: Scott Millson
OE Communications Timeline Cheat Sheet
OE Communications Timeline Cheat Sheet
Customizable OE Poster Templates
Customizable OE Poster Templates
Latest News
PlanSource Summer Product Release

PlanSource Summer Product Release