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Implementing Cognexo: A Step-by-Step Guide

Jamie Sheppard
Updated

Contracts

  1. Draft Contracts: Establish formal agreements for services or products.
  2. Service Agreements: Outline scope, terms, and conditions of services.
  3. Finalize Contracts: Review, approve, and sign agreements.

Strategy Planning

  1. Define Success Metrics: Set measurable criteria for project success.
  2. Cognexo KPIs: Establish key performance indicators.
  3. Success Plan: Develop steps, timelines, and resources for success.
  4. Implementation Demo: Conduct a full demo of the implementation process.

Branding

  1. Branding Guidelines: Establish logo usage, colors, and branding elements.
  2. Review and Approve Branding: Ensure all materials meet guidelines.

Setup Account

  1. Account Name: Assign a name for the company or branded portal.
  2. Assign Account Manager: Designate a Customer Success Manager (CSM).
  3. Set Feedback Email: Configure a default email for user feedback.
  4. Notification Time: Set timing for user notifications.
  5. Go-live Date: Establish the official launch date.
  6. Communication Lists: Include stakeholders in update lists.
  7. App Status: Enable or disable app features as needed.
  8. Bank Holidays: Input relevant holidays into the system.
  9. Leaderboard Structure: Set up performance tracking by team, department, etc.
  10. Delivery Days: Define days for question delivery.
  11. Daily Question Volume: Set question limits for full-time employees.
  12. Part-Time Question Limits: Adjust limits for part-time employees.
  13. Trivia/Challenge Days: Select days for trivia questions.
  14. Welcome Note: Write an introductory message for users.

Training

  1. Identify Training Needs: Determine requirements for different roles.
  2. Schedule Training: Plan and set dates for training sessions.
  3. Deliver Training: Conduct sessions to ensure knowledge transfer.

Users

  1. Define Users: Identify users for system access.
  2. Create Tags: Categorize users by department, division, etc.
  3. Identify Part-Time Employees (PTE): Tag part-time employees.

IT + Testing

  1. Integrations: Set up integration IT Teams.
  2. Azure Integration: Synchronize with integrations for user data.
  3. Identify Test Users: Select users for system testing.
  4. Conduct Testing: Ensure functionality and reliability with test users.

Topics + Questions

  1. Brainstorm Topics/Questions: Generate ideas with subject matter experts.
  2. Create Topics: Develop and categorize topics.
  3. Assign Topic Owners: Designate responsibility for each topic.
  4. Draft Questions: Create initial questions for review.
  5. Finalize Questions: Review and upload questions.
  6. Test Questions: Ensure clarity and effectiveness with users.
  7. Reactive Workflows: Define and implement workflows for user responses.
  8. Set Delivery Schedules: Target question delivery to specific groups.

Go-Live

  1. Send Invites: Notify all users on the official go-live day.

Support and Resources

To assist in the implementation process, the following templates and guides are available:

  • Draft Agreement: A template to help formalize agreements related to the implementation.
  • Technical Specification: A guide detailing the technical requirements and specifications for Cognexo.
  • User Template: A template to help with user registration and onboarding.
  • Question Creation Advice: A guide offering best practices for creating effective assessment questions.