Implementation
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      3. Implementation

      Implementation Process with Wellness Coach

      Our implementation process is designed to be structured, efficient, and low-lift for your team. Below is an overview of what to expect, along with the roles your team will play in ensuring a successful launch.

      Implementation Stages

      1. Introduction Call

      Meet all stakeholders and establish alignment on your organization’s wellness goals and priorities.

      2. Implementation Call

      Walk through the roadmap and checklist together, assigning clear owners for each step. During this call, key feature settings will also be confirmed—primarily related to Rewards, Recognition, and any customizations.

      3. Technical Setup

      • SSO, Active Directory sync, and app permissions are typically completed within 2–4 weeks.

      • The actual configuration work usually takes less than an hour.

      • Timelines depend largely on your IT team’s availability to review, approve, and test.

      4. Testing & Validation

      Integration testing and early user validation ensure everything is fully functional prior to launch.

      5. Launch Prep

      We provide a full marketing toolkit (email templates, flyers, guides) and can host live demos to encourage employee participation.

      6. Admin Training

      HR and benefits teams receive training on reporting, engagement tools, and best practices.

      7. Ongoing Support

      Post-launch, we hold monthly check-ins and recurring business reviews to sustain engagement and continuously optimize results.

       

      Your Part in the Process

      HR/Admin Team

      • Collaborate with Wellness Coach to shape the right wellness program for your employees.

      • Align on launch timing.

      • Confirm program features such as Rewards, Recognition, and Team Coaching (when applicable).

      Internal Communications/Marketing

      • Confirm preferred communication channels (email, intranet posts, live or recorded demos, etc.).

      • Review and approve tone, voice, and brand guidelines for launch materials and benefit resources.

      IT Admins

      • Assist with configuring SSO or Eligibility File sync (via SFTP).

      • Confirm through user testing that configurations are correct.

      • Safelist Wellness Coach to prevent firewall issues.

      • Complete any required security reviews (Wellness Coach passes all standard reviews).

      Collaboration Approach

      We approach implementation as a shared project team. Your Implementation Manager will host regular check-ins (bi-weekly recommended) to keep milestones on track.

      Together, we co-create your launch plan. Wellness Coach provides the tools, training, and strategy, while your team drives internal adoption and champions wellness across the organization.