Scope an implementation contribution

A consultant, a systems integrator or a fractional operations lead who helps companies adopt tools and wants to know where Elvina implementation work begins and ends. It begins when a client asks for help with a pilot. The risk is scope creep from source cleanup into system integration without an agreement.

An implementation brief separates discovery, source preparation, supported configuration, review, training and post-launch ownership.

• Describe the proposed customer task, your relevant experience and the responsibility boundaries you propose.
• Separate the phases: discovery, source preparation for Company Knowledge, supported configuration, review in the Web workspace, training, and post-launch ownership.
• State which phases you would own, which the customer owns and which need Elvina's involvement.
• Send the implementation brief through the contact channel and wait for an agreement before quoting fees or dates.

A fictional operations consultancy proposes to help a 40-location cleaning franchise pilot Elvina on its site inspection procedure. The brief assigns discovery and source preparation to the consultancy, configuration and review to the franchise's training owner, and post-launch ownership to the franchise. Customer system access is listed as requiring separate authorization.

• The brief shows six phases with an owner for each and a note on what needs Elvina's confirmation.
• The reply states whether an implementation partnership is planned or confirmed and what an agreement would define.
• No fee, delivery date or product capability is promised to the franchise before that agreement.

Do not promise product functionality, delivery times or fees without agreement. Customer system access and rollout require separate authorization.

• Each phase has a single accountable owner.
• Customer system access is called out as a separate authorization.
• No functionality, timeline or fee was promised before agreement.

Do not promise product functionality, delivery times or fees without an agreement. Customer system access and rollout require separate authorization from the customer; Google Drive and Notion connect directly, and Dropbox and SharePoint are planned, not available today. This page is a program description; partnership status and terms are planned or confirmed per agreement.

Can I configure the customer's workspace myself? Only with the customer's authorization and within what your agreement covers. The customer's training owner approves what reaches learners.

• Is there a certification for implementation partners? No certification is claimed on this page. Ask what the program offers when you send the brief.