Refinement

Post GoLive Planning

After your GoLive we will continue to work together to refine your live site. We may use a Google spreadsheet to coordinate this work.

Verification Testing

We ask you to verify the reports on your site, the processes and forms we have created, as well as your data (if applicable) during the refinement period.

If you have migrated data into the site, all data issues should be logged as tickets for LS to triage. Prioritization will be coordinated over email and during standing meetings during refinement.

Follow-up training (User or Admin or Q&A)

If there is any followup training hours in your contract, please schedule them prior to our final meeting together.

Final Acceptance

All site components should be validated before our final standing meeting together. This means that each of the modules were set up per our discussions during onboarding, and that any additional modules mentioned in the contract or added during onboarding are enabled. We will send you a final wrap up email confirming this at the end of the refinement period.