Enterprise implementations are 6-12 week marathons. This portal gives each enterprise customer a structured project workspace: phased plan, stakeholder map, change-management tracker, and a weekly status with an auto-drafted executive summary.
What's Included
- Phased Project Plan: Discover / Design / Configure / Test / Go-Live / Stabilize with per-phase deliverables
- Stakeholder Map: Champion / executive sponsor / IT / end users with engagement status
- Change-Management Tracker: Communications cadence + training schedule + adoption metrics
- Weekly Status: Auto-drafted from project activity, sent every Friday
- Executive Summary: Monthly C-level summary auto-generated from the weeklies
How To Use
- Clone this template
- Customize the 6-phase plan to your implementation methodology
- Each new enterprise customer gets a copied workspace
- The customer + your implementation team work in the shared portal
