Objective: Continuous support and commercial growth tracking.
Owner: Account Manager
Format: Quarterly Review
Key Output: QBR Document
Gate: None
Objective: Support the first live client deployment successfully.
Owner: Support Team
Format: Shadowing
Key Output: First Client Report
Gate: First delivery sign-off
Objective: Ensure team is certified to interpret and deliver ANI.
Owner: Training Manager
Format: Virtual & Async
Key Output: Certification Record
Gate: Pass Certification Exam
Objective: Set up platform, configure user access, and map workflows.
Owner: Operations Team
Format: LMS / Async
Key Output: Platform Access, Workflows Mapped
Gate: System configuration complete
Objective: Align on program goals, scope, roles, and success criteria.
Owner: Partner Onboarding Manager
Format: Virtual (Remote)
Key Output: Onboarding Plan, Stakeholder Map, Success Metrics
Gate: Stakeholder alignment & plan approval
