Standard Project Calls

Name	Length	Frequency	QFD Attendees	Client Attendees	Agenda
Welcome/Kick Off Call	1HR	Once, Transitioning from Sales to Onboarding	Account Executive Project 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
Required Inputs Review	1HR	Once, Post-Welcome Call	Project 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)
Project Manager Touchbase	15-30MIN	Weekly, throughout full project	Project Manager	Project Manager	Review Project Plan, dates and deliverables to ensure go live is safe Share applicable project updates Monitor Outstanding Objectives in Perspective of Timeline
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
Project Implementation Calls	30MIN	Weekly During Implementation	Project Manager As Needed: Technology & Integration SME Product Consultant SME	Project Manager As Needed: Business Team Technology Team	Overview of Implementation Being Worked by QFD Monitor Outstanding Objectives in Perspective of Go Live Timeline Answer Questions
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 Trainings (4-6 sessions)	90MIN	Late-Implementation	Training Specialist	Project Manager Project Leaders Back office Team Testing Team	Back Office Intro Pre-Recovery Work Provisional Credit and Initiating Recovery Work Recovery Work Additional Transaction Type Work
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 Client Success Manager Client Support	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 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, 30 Days After Go Live	Project Manager Client Success Manager Support Manager	Project Manager Post-Production Business and Technology Team Leads	Live Products Transition Fully from PM to CSM Quavo Certification Ends

Standard Project Calls

Name

Length

Frequency

QFD Attendees

Client Attendees

Agenda