Implementation Managers

ProcessUnity helps ensure an efficient implementation process that sets the right tone at the onset of a client relationship. Armed with a clear understanding of preferred client solutions, acceptable exceptions and details on pricing, implementation managers have the tools they need to provide a highly valued customer experience while delivering client conversions on time and on budget.


The implementation team sets the tone for the entire client relationship. The average implementation manager has to balance “on-time and on-budget” with high client satisfaction ratings post-deployment. To deliver the best client experience and keep costly exceptions out of new customer deployments, implementation managers need:

  • Insight into exactly what was sold to a given client
  • A clear understanding of preferred versus non-preferred services, and the cost implications of custom requests
  • Access to benchmarks and customer testimonials that support recommendations to adopt preferred solutions

ProcessUnity’s product and service Offer Management solution creates a single, trusted source of product information, enabling implementation managers to improve the quality of the onboarding process while shortening the duration.

With ProcessUnity, Implementation Teams:

  • Streamline the client discovery process and shorten the implementation cycle
  • Develop rollout plans that give clients confidence the provider is delivering the best configuration for their organization
  • Respond to custom service requests quickly and accurately – using key metrics, pricing data and customer case studies to provide sound client advice
  • Improve the quality of the implementation experience while reducing the risk of errors and increased costs

Through ProcessUnity, Implementation Professionals Gain:

  • Critical data and proof points that support client adoption of preferred services
  • Knowledge of the impact of customization to pricing
  • Transparency into key product and process changes that occur mid-implementation
  • Visibility into operational impacts resulting from client exceptions
  • Trending information on common services requested by new clients

ProcessUnity Enables Project Teams To Quickly And Accurately Address Critical Implementation Questions, Including:

  • Which services were sold to the client?
  • Are we confident that we can administer the current plan document?
  • Which services are preferred for this client’s segment?
  • We uncovered unique service requirements at the kick-off meeting. If we offer them, will we be on budget?

ProcessUnity helps ensure an efficient implementation process that sets the right tone at the onset of a client relationship. Armed with a clear understanding of preferred client solutions, acceptable exceptions and details on pricing, implementation managers have the tools they need to provide a highly valued customer experience while delivering client conversions on time and on budget.

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