Page Comparison

Welcome Call

1HR

Once, Transitioning from Sales to Onboarding

Account Executive

Project Manager

DRE Manager

Sale Group/Client Account Executives

Project Manager

Business and Technology Team Leads

• Close out the sales process

• Meet & Greet

• Introduce Onboarding Process & Experience

• Officially Transition from Sales to Onboarding

DRE Project Kick Off Review

1HR

Once, Post-Welcome Call

Project Manager

DRE Manager

Project Manager

Business and Technology Team Leads

• Review Required Inputs

• Assign Responsibility to Required Inputs

• Establish a Required Inputs Timeline (Ideally not exceeding 8 Weeks)

• Kick Off DRE Initiatives for Go Live Action

• Intro DRE Process and Procedures

Governance Meeting

30-45MIN

Monthly

CRO

EVP

Manager of PMO

PM

Executive(s)

Project Sponsor

PM

• Overall Status

• Project Plan Review

• Actions & Next Steps

• Q&A

Tech Required Inputs Calls

30MIN

Weekly, During Required Inputs Stage

Project Manager

Technology & Integration SME

Project Manager

Technology Team

• Deep Dive into Technology Required Inputs

• Answer Technology Related Questions

Business Required Inputs Calls

30MIN

Weekly, During Required Inputs Stage

Project Manager

Product Consultant SME

Project Manager

Business Team

• Deep Dive into Business Required Inputs

• Answer Business Related Questions

DRE Project

Operational Readiness Series

1HR

Weekly, During Implementation

Project Manager

DRE Manager

Project Manager

Operations Team

• Review and determine DRE Process and Procedures

• Operational Readiness Preparations

• Answer Questions

Implementation Touchbase

30MIN

Weekly, During Implementation

Project Manager

DRE Manager (as needed)

Project Manager

As Needed:

Technology Team

Business Team

• Overview of Implementation Being Worked by QFD

• Review Project Plan, dates and deliverables to ensure go live is safe

• Monitor Outstanding Objectives in Perspective of

• Timeline

System Demo

1HR

Once, Early Implementation

Training Specialist

Project Manager

Fraud and Dispute Managers

Training Team

Interested Leadership

• Opportunity to demo QFD processes to a wider audience.

QFD Claim Preparedness

30MIN

Once, Early Implementation

Training Specialist

Project Manager

Claim Management Team

Interested Leadership

• By adding QFD, leaders and managers will need to plan for the change management process at their firm with their analysts.

Intake Training

1 - 1.5 HRS

Once, Mid-Implementation

Training Specialist

Project Manager

Front office Team

Testing Team

• Know how the claim ID is created

• Understand how to create a fraud claim

• Understand how to create a non-fraud claim

• Know how to search for a claim

• Be familiar with the Case Status and Other Actions area

Back Office Review

90 MIN

Once, Prior to Go-Live

Project Manager

DRE Manager

Training Specialist

Project Manager

Project Leaders

Back office Team

Operations Leadership

• Work Distribution

• Pipeline Management

• Reporting

• Quality Routines

Go-Live Preparedness Trainings

2HR

Once, Prior to Go-Live

Training Specialist

Project Manager

Trainers

Leadership

Reporting Users

• Leadership

• Reporting (out of the box)

Communications Center Training

30MIN

Once, Prior to Go Live

Project Manager

Project Manager

Business and Technology Team Leads

• Introduce the Communication Center

• Transition Submitting Issues and Questions to the Center

• Establish post Go-live call cadence

Launch Preparation Call

30MIN

Daily for 1-2 weeks leading up to and following Go Live

Project Manager

DRE Manager

Client Success Manager

Project Manager

Business and Technology Team Leads

• Ensure Everyone has Login Capabilities

• Claims are occurring (or preparing to occur) in Production, which may be a staged process

• Quavo Certification Period Begins at Go Live

Transition Call

30MIN

Once, After Quavo Certification is Complete

Project Manager

Client Success Manager

DRE Manager

Support Manager

Project Manager

Post-Production Business and Technology Team Leads

• Live Products Transition Fully from PM to CSM

• Quavo Certification Ends