Project managed customer journey

Let's start with an introduction to how we'll manage your software project delivery.

Topics covered in this video:

• an introduction to your project manager and their role,
• nominating your internal project lead and their responsibilities,
• the online tools we use for sharing project information with you and your team.

We'll give you access to a library of online resources to help you and your team get familiar with our entire product suite.

Topics covered in this video:

• an introduction to our Support Portal and the resources you'll find there,
• introducing Groups and Communities,
• the URL to login to the Support Portal
  • help.wolterskluwer.co.uk,
• an introduction to Userdocs, and the types of content you'll find there,
• the URL to access Userdocs
  • userdocs.wolterskluwer.co.uk.

It's vital your whole team are fully engaged in the project, and we have some tips to support you with this, including:

• make sure your people are bought into the project,
• map out your existing workflows,
• capture all your reporting requirements,
• identify the improvements you are looking for,
• create a plan to manage stakeholder expectations, 
• create a dedicated project team,
• start your internal communication plan early.

All your employees will need a Wolters Kluwer Account. This is our identity management system for all our cloud products, and this video shows the initial account activation process.

The video shows users how they:

• receive an email invitation,
• accept the invite,
• create their account and set a password,
• set up multi factor authentication,
• launch the My Learning Portal page.

You'll need to manage your employees' access to cloud products, and invite new employees as they  join. We refer to this role as the "Wolters Kluwer Account administrator". You need one nominated person to undertake this role, but you can have multiple additional people too.

Topics covered in this video: 

• the URL to login to the administration page
  • login.wolterskluwer.eu/selfservice,
• allow an existing employee to manage people,
• grant an existing employee to additional applications,
• add a new employee and grant access,
• suspend an employee's access to all applications.

During your onboarding journey, you'll use the Support Portal to view your scheduled service appointments for training days, and session agendas.

Topics covered in this video:

• the URL to the Support Portal
  • help.wolterskluwer.co.uk,
• keep track of service appointments,
• view service appointment agendas,
• join Groups to stay updated with news of product and service updates.

To get the right data into your new CCH products, we'll first extract data from your legacy system. You'll need to review this data before import, to make sure you're happy with what's being migrated, and how.

This video walks you through the data cleansing spreadsheet and highlights the various tabs you need to review, map, and refine.