PlanSource Implementation
Let’s Get This Puppy Barking!
PlanSource, The Software Whisperer
Software deployments are hard work, much like welcoming a new puppy to your house (OK, not as cute, but you get the point). New routines need to be put into place. New tools must be learned. And harmony must be reestablished. The key to rolling out software is to staff the right team, choose the right approach and follow the right methodology. This is where PlanSource excels. Which is why some call us the Cesar of software.
The Right Team
With the Right Stuff (Sorry, Buzz Aldrin is not available)
Project Manager
A.K.A the Crosser of “t”s and Dotter of “i”s, ensures the project gets done according to plan
Configuration Specialist
A.K.A. the Dream Maker, sets up the system
per your requirements
Data Analyst
A.K.A. the Data Dynamo, delivers smoothly working integrations
The Right Approach
There are many ways to skin a cat (but who’d want to do that?) and many ways to set up your benefits. We’ll help with all of them.
Active Open Enrollment
Employee and dependent data is pre-loaded and prior coverage info is not, so employees must log in and make elections.
Passive Open Enrollment
With elections also pre-loaded for employees based upon prior coverage, employees log in to review and make changes.
Mid-Year Conversions
All demographic and current election data is loaded, so employees can log in to make changes as needed.
“I can’t say enough good things about the PlanSource support and implementation team. With their help, we got the system up and running in record time with no hiccups.”
Elizabeth Colvin
VP of Human Resources
CNRG
The Right Methodology
More Method, Less Madness
Planning and Configuration
We’ll set the plan and set the system up according to your specs.
Certification and Training
We’ll test the system and train your HR team so they are ready.
Go Live and Support
We’ll take you live and be there for you until the system stabilizes. Good Boy!
A Typical Implementation
OK, truth be told, no implementation is typical, but this will give you a general idea of how we work and what to expect.
See PlanSource in Action
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
Watch The Newest Webinar
Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.
Read Our Latest Press
Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good info.