Super-Easy Transition
You’re on Microsoft already! We simply surface your existing files and data to Thread and you’re up and running. We fully support your transition, working with your team, aligning our case management software with your needs, liaising with your IT provider and providing training.
1. Discovery
Understanding your needs
We spend the time to understand your organization’s unique needs. Thread is not one-size-fits-all, it’s a solution tailored to your processes and procedures. We’ll help identify your needs, pain points and opportunities and shape the solution that will best support and strengthen your practice.
2. Tailored Demo
How Thread can help you
Once your needs are clear, we’ll show you exactly how Thread will help drive productivity and profitability for your organization. Demonstrating the features and functionality that are relevant to you.
3. Proposal
All fees clearly mapped out
We’ll map out all your set-up fees, including data migration, configuration, managed go-live and complete training and your recurring subscription costs.
4. Implementation
Led by a dedicated Project Manager
Your designated Project Manager will agree on a go-live date with you and work your project plan back from there. We complete an IT Landscape Audit (ensuring all is compliant to Microsoft/Thread standards), we liaise with your IT team and your current system provider as required. Your set-up will include system configuration, naming convention application, template styling, data preparation, data migration and testing.
5. Training & Go-Live.
Tailored training. Measured go-live.
We provide training for all your team, tailored to your needs, and sessions to suit different users (partners, super users, admins and more). On average, we’ll complete three to five two-hour training sessions. When ready, we go live – carefully monitoring use and performance for the first few days and closely supporting your team. Optional weekend migration – all ready when your team log-in on a Monday morning.