Implementation Overview

  1. You will need to review this document prior to meeting with the Implementation Specialist: . https://link2feed.atlassian.net/wiki/spaces/UserManual/pages/2588574827

  2. 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.

  3. See below to learn more about field customization:

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

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

  • Small networks

  • Large networks

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

  • Small networks

  • Large networks

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

  • Large networks

Organization & Link2Feed

Within 2 weeks of Demo

 

Proposal-Issued

Sales team email proposal

  • Small networks

  • Large networks

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.

  • Large networks

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.

  • Small networks

  • Large networks

Organization & Link2Feed

Within 2-3 days of Proposal-Signing

 

Kickoff Meeting

Initial call to review rollout goals, decide on programs, and schedule the trainings

  • Small networks

  • Large networks

Organization & Link2Feed

Booked within 1 week of Introduction to Implementation Specialist

  • 1 hour for small networks

  • 2 hours for large networks

System Preview Videos

Super Users at the organization watches short overview videos to review system capabilities ahead of the trainings

  • Small networks

  • Large networks

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

  • Large Networks

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

  • Small networks

  • Large networks

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)

  • This is the technical training for 1-3 Network Admin “Super Users” at the organization

  • This training will walk through administrative features and settings that allow you to customize your site

  • Small networks

  • Large networks

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

  • Small networks

  • Large networks

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)

  • This is the practical training for 1-3 Network Admin “Super Users” that reviews all of the client intake processes

  • This portion of the training is what the Super Users will need to become proficient on in order to train their end users (intake workers)

  • Small networks

  • Large networks

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

  • Small networks

  • Large networks

Organization

After Trainings #1 and #2 and prior to going live

2 hours total

Live Site Updates

  • Large networks have both test sites and live sites

  • Since initial training for large networks is conducted on the test sites, they will need to make sure the settings on the live site are updated and accurate

  • Large networks

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

  • Large networks

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

  • Small networks

  • Large networks

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

  • Small networks

  • Large networks

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