PlanSource Implementation
Let’s Get This Puppy Barking!

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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 Software Whisperer.


PlanSource Implementation Methodology


Planning and Onboarding

Once your final benefit and plan decisions are made, PlanSource sales will submit your information to onboarding for review. An implementation team is then assigned.

Requirements Gathering

A Project Manager will lead a kick-off call where we will review the project methodology and timeline. We will also document your unique business requirements and rules in this phase.

Benefits Configuration

Once all requirements are understood, the Configuration Specialist configures the system. During this time the system must pass the PlanSource internal QA process.

Audit and Testing

In this phase, you will have the opportunity to review the configured system. You will also be given access to navigate and test the system using test employee data.

Go Live

After system sign-off, the implementation team will import employee data and existing coverages (if applicable), conduct training for the HR team, and transition you to our support team.


“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

Read the Case Study

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!


Typical Implementations

Typical Duration of 6-10 weeks

Typical Duration of 14-18 weeks

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