Implementation Overview
You will need to review this document prior to meeting with the Implementation Specialist: . New Link2Feed Users FAQarchived
See below for a sample onboarding timeline table. Your implementation specialist will work with you to create a tailored one specific to your organization’s size and needs.
See below to learn more about field customization:
US Organizations Case Management Fields & Considerations 2022 (U.S. Networks)archived
Canadian Organizations Case Management Fields & Considerations 2022 (Canada Networks)archived
4. Browse and Bookmark our Youtube page and User Manual to learn more about how to use our programs.
Event | Description | Included For | Responsible | Timeline | Duration |
---|---|---|---|---|---|
Discovery Call | Sales team meets for 15 min with key stakeholders from the organization to determine if L2F is the right fit |
| Organization & Link2Feed | Booked by organization via Calendly appointment | 15 min |
Demo | During Discovery, if deemed a right fit, a 1-hour Zoom demo is scheduled and key stakeholders are invited |
| Organization & Link2Feed | Within 2-3 weeks of Discovery Call | 1 hour |
Post-Demo | During demo, sales team sets up a 30 min call to review proposal after Post-Demo Questionnaire is completed by organization |
| Organization & Link2Feed | Within 2 weeks of Demo |
|
Proposal-Issued | Sales team email proposal |
| Sales Link2Feed | Within 3 days of Post-Demo call |
|
Proposal-Signed | During Post-Demo call, Link2Feed sales and organization have agreed upon a timeframe in which the proposal is expected to be signed. |
| Organization & Link2Feed | Within 1 month of Post-Demo call |
|
Introduction to CSM | Once proposal is signed the CSM is introduced to the organization and timeline is provided. From there, the sales team passes on the organization and the timeline is reviewed and confirmed with CSM. |
| Organization & Link2Feed | Within 2-3 days of Proposal-Signing |
|
Kickoff Meeting | Initial 1 hour call to review rollout goals, decide on programs, and schedule the trainings |
| Organization & Link2Feed | Booked within 1 week of Introduction to Implementation Specialist |
|
System Preview Videos | Super Users at the organization watches short overview videos to review system capabilities ahead of the trainings |
| Organization | Prior to the Super User Training #1 | No more than 30 minutes |
Test Site Setup | Link2Feed sets up the test site for the network |
| Link2Feed | Within 10 business days of the Kickoff Meeting and prior to the Super User Training #1 | N/A |
Live Site Setup | Link2Feed sets up the live site for the network |
| Link2Feed | Within 10 business days of the Kickoff Meeting and prior to the Super User Training #1 | N/A |
Super User Training #1 (Admin/Settings) |
|
| Organization & Link2Feed | Within 10 business days of the Kickoff Meeting | 1.5 hours |
Settings Homework | The organization updates the fields and settings options reviewed in Training #1 |
| Organization | Within 10 business days of Training #1 and ahead of Training #2 | Varies depending on organization’s decision-making process |
Super User Training #2 (Client Intake) |
|
| Organization & Link2Feed | Within 10 business days of Training #2 | 2 hours |
Site Review | This is time for the Super Users to practice and get comfortable with the system before training their end users and going live |
| Organization | After Trainings #1 and #2 and prior to going live | 2 hours total |
Live Site Updates |
|
| Organization | After Trainings #1 and #2 and prior to going live | 2 hours total |
Training Practice Session | Optional opportunity to train a Link2Feed Implementation Specialist for practice and feedback before training their end users |
| Organization & Link2Feed | As soon as site review/site updates are complete and prior to going live | 1 hour |
Go Live! | This is when the organization begins recording real client visit data in the live site |
| Organization | Varies depending on food bank readiness, but may be shortly after the training practice session | N/A |
Super User Training #3 (Reports) | Training for 1-3 Super Users on the reporting suite in Link2Feed |
| Organization & Link2Feed | This training session can be offered at an earlier stage, but many organizations prefer to wait until they have real client data after “Go Live” to do this final training | 1 hour |