Implementation Guide
Live in about 2–3 months. Three phases, each signed off before the next.
Rollout timeline
~2–3 months
01Build
4–6 wk
02Pilot
2–4 wk
03Deploy
~2 wk
- No downtime — pilot first
- Security documentation available
Three Phases
Phased rollout, minimal risk.
Build & Prepare
Map how you work today, then build the system around it.
Key work
- Workflow mapping: assessment → fitting → delivery → follow-up
- Data fields and required-field rules
- Stores, roles, products and forms
Deliverables
- Rollout blueprint: scope, timeline, roles, success criteria
- Working version, tested on 5–10 full cases
Pilot & Tune
Go live in 1–2 stores and smooth out the friction.
Key work
- Weekly reviews with issue triage
- Tune forms, prompts and steps
Deliverables
- Pilot acceptance report
- Repeatable SOP + rollout plan
Deploy & Hand Over
Roll out in waves; HQ manages every store on one set of metrics.
Key work
- Waves sized to your store count
- Training for clinicians, managers, ops and HQ
Deliverables
- All stores live, staff trained
- Handover docs: workflows, fields, metrics, training
Data migration
Your existing data, cleaned before it moves.
We help set up and import your data: clean it, trial-import it, and switch over only once it checks out.
- 01
Take stock
Paper, scans, spreadsheets and existing systems such as audiometry software — list where each lives and who owns it.
- 02
Map fields
Map them to the new system's fields and required-field rules, agreed together in Phase 1.
- 03
Clean & de-duplicate
Normalize formats; flag possible duplicates for staff who know the customers to confirm before merging — keeping the original source.
- 04
Trial import & check
Import for the pilot stores first; audiologists spot-check a sample against the originals.
- 05
Cut over
A final count before cutover becomes the opening balance in the new system — stores stay open.
How much history to bring — all of it, or just the most recent tests — is your call, made with your audiologists.Data-readiness checklist
Roles
Done together, clearly divided
We lead the rollout. Here's all we need from you.
You provide
4- One point of contact
- Current workflows and staff list
- Pilot stores and staffing
- Existing data sources and integration needs
We handle
5- Rollout blueprint, timeline and acceptance metrics
- Build, configuration, customization and testing
- Pilot feedback, tuning and version updates
- SOPs, training materials and seed-user training
- Dashboards and go-live handover docs
Together
Define success together
The Phase 1 blueprint sets scope, timeline, roles and success criteria.
Weekly pilot reviews
Issues triaged; forms and steps tuned to store feedback.
Sign-off at every phase
Each phase is signed off before the next begins.
FAQ
Common questions
No downtime. We pilot in 1–2 stores and expand only once it's stable.
Yes — most clients start here. We map what exists, align the must-have steps and fields, then improve.
Usually not. An ops or clinical lead can run it; for integrations, we provide specs and support.
We configure and customize in a maintainable way, so upgrades stay smooth.
It depends on store count, integrations and workflow maturity. You get a firm timeline in Phase 1.
Plan your rollout
30 minutes to a rollout path and pilot plan sized to your stores.