Stage 6 | Finishing Up
What’s Next
Now that you have completed all the stages of the onboarding process, it is time to schedule your Go-Live, review what’s been done, consider lessons learned, and look back on the process as you transition to live client support.
Go-Live Activity
During this final stage, your Implementation Project Manager will want to stay in close contact with you. They will schedule a dedicated go-live resource and timeframe with you. This dedicated resource will be available for a scheduled period as you make the transition to live. They will assist you with questions, concerns, and issues. Should you need to contact this resource beyond the initial period, please email your Implementation Project Manager to keep them up to date and ensure your query is addressed.
Transition to Support
Once you are successfully live using eSign with the business system(s) identified for this implementation project, your Implementation Project Manager will confirm this with you and schedule a brief call to wrap up the project.
Now is a good time to ask yourselves: Are there any outstanding questions, things you didn’t get to create, implement, or learn? Maybe you’d like to secure some additional professional services time with a dedicated resource to enhance your solution? What’s next for your institution—are there other areas you’d like to implement, other uses you envision?
Your newly assigned Client Experience Manager, who will be introduced to you during your final wrap-up call, can help you navigate these questions and more. They’re there for you—get to know them!
Lastly, your Implementation Project Manager will share valuable links and resources available on the Kinective Sign website, also listed below in the Resources.
Don’t forget, you have access to this onboarding site and can continue to use the materials as needed for internal education, onboarding new employees, or refreshing your knowledge.
Congratulations! We hope that your experience has been excellent, and we will strive to continue that level of excellence going forward. We welcome and value your feedback and will be reaching out with a post-deployment survey that we hope you’ll take the time to complete with your Client Experience Manager.
Project Closure Confirmation Form
Use this link to access the Project Closure Confirmation Form for your onboarding project. This form confirms to your Kinective Sign Project Manager that you have completed the onboarding project. Additionally, this form asks you to indicate any outstanding questions, concerns, or issues so they can be documented and handled accordingly. You can also use this form to let us know about any future projects you plan to use eSign for. Project Closure Confirmation Form
Support
As part of the post-live stage, new support inquiries can be submitted to Kinective Sign’s Technical Support team.
Kinective Sign Support Guidelines can be found on the Support Information page here: Kinective Sign Support Request
Subscribe
Ensure you subscribe to Kinective Sign’s Updates and Alerts here.
Client Experience
To ensure you receive best-in-class account management and support, you have been assigned a dedicated Client Experience Manager as part of your overall Kinective Sign experience. To contact your CEM or the Client Experience team, click here.