Implementation

Our Greatest Priority
Is A Successful Implementation.

Impexium’s greatest priority is a successful implementation and rollout of our client’s new membership management platform. It is our mission to make sure all users are comfortable using the platform, have a high rate of adoption and ensure the platform has been configured to support current and future business objectives.  

Implementation
Life Cycle

The Implementation Life Cycle is the process through which clients’ requirements and goals for Impexium adoption become reality. It involves a close partnership, in which we seek to achieve your organizational objectives and realize the value of SaaS software by mapping your business processes to Impexium’s suite of Applications. Critical to the success of this process is our understanding of your specific needs, offering our guidance on appropriate plans, and working toward your success.

Implementation Stages

Impexium implementation plans are split out into stages: Planning, Requirements Analysis, Initial Data Migration, Instructor Led Training, Configuration, User Acceptance Testing & Validation, Cutover, and Roll-Out. Happy Dance!

STANDARD SERVICES

KICKOFF MEETING

Project kickoff meeting led by the Impexium Team for planning and accounting for key project milestones.

STATUS CALLS

Weekly status call with Impexium Project Manager. 

STAGING ENVIRONMENT

Staging (test) environment to review converted data. 

CONFIGURATION

Guidance & assistance with site configuration. 

WEBSITE BRANDING

Custom branding of your Impexium site. 

WEBSITE CUSTOMIZATION

Domain customization of Impexium landing page to your domain or subdomain. 

DATABASE MIGRATION

Assistance with the migration and distribution of historical activity from legacy database. 

ONLINE TRAININGS

Additional web-delivered follow-up training sessions as needed.

AUTHENTICATION

Assistance with user authentication via Single Sign-On.

ADMIN TRAINING

Impexium administration training delivered by Product Specialist.

IMPLEMENTATION SUPPORT

Assistance with all aspects of the implementation process, including guidance, documentation, and other activities.

ONSITE TRAINING

Onsite “Train-the-Trainer” session led by a Impexium Product Specialist.

CHANGE MANAGEMENT

Assistance with change management strategies and best practices.

CLIENT SUPPORT

Ongoing support from Client Support Representatives.

BUSINESS ANALYSTS

Assistance from Business Analyst with provisioning of users, customers, memberships, and more.

Data Conversion

Data conversion is both an art and a science.  As part of your implementation, it is important to identify all the data sources that are going to be converted into Impexium and provide a complete set of all “structured” data to Impexium for analysis and preparation.

Data Mapping

Data mapping from the legacy system(s) as well as how and what historical data will be transferred to the new system.

Data Tracking

New data to be tracked (new fields to be added), and elimination of data that will no longer be needed in Impexium.

Data Housing

Housing historical or archival data in Impexium and the data mapping process.

Implementation Support

Impexium’s suite of training, customer support and business consulting services provides the best practices, expertise and guidance clients need to ensure a successful AMS adoption and ongoing satisfaction.

CUSTOMER COMMUNITY

Impexium provides an online Customer Community, Impexity, which is fully integrated with support operations providing clients access to the knowledge base, video tutorials, case management, and community discussions.  

CLIENT SUCCESS TEAM

After implementation, each client is assigned to a member of our Client Success Team.  Your Client Success Manager (CSM) will be your organization’s strategic partner focused on helping you leverage Impexium to reach your goals. Your CSM helps define and develop individualized strategies based on your organization’s priorities and initiatives.

PHONE & EMAIL SUPPORT

We provide an online 24×7 Support Portal and ticketing system with live phone/email support available 8:30 AM – 6:00 PM eastern, Monday to Friday. Online help and tool tips are also available within the Impexium application.

Testimonials

  • “The usability, user interface, very intuitive, along with a very robust knowledge library so lots of training staff could go through to understand the system and there was a good user community to get that feedback from other users as well as Impexium staff.”

    Taylor Mitchell
    Taylor Mitchell
    Senior Vice President, Technology at Auto Care Association
  • “I like the fact that by using Impexium versus our previous system, we will be able to reduce staff’s workload. As a result, NAADAC’s staff will be happy, feel more capable and competent…in serving our members.”

    Cynthia Moreno Tuohy NAADAC
    Cynthia Moreno Tuohy
    Executive Director at NAADAC
  • “We wanted a partner that would grow with us and one that could innovate with us. Impexium checked all those boxes. They took us from outdated to automated.”

    Laurie Bollig CoSIDA
    Laurie Bollig
    Director of Membership Engagement at CoSIDA
  • “It was a lot easier for staff to adapt and learn. Even things like building queries we don’t have to have a programmer in building the queries and finding the data we need, we can figure it out ourselves.”

    James Brannigan, NYSAE
    James Brannigan
    Associate Director at NYSAE
  • “…very excited because of the possibilities that I see for NADA moving forward, the ability to give our executives the information, any intelligence that they need in order to help our members better…the ability to simplify the whole application ecosystem, removing unbelievable complexity and bringing simplicity to the application.”

    Rafael Maldonado NADA
    Rafael Maldonado
    Former CIO at NADA
  • “You have to have a support team that communicates clearly, is a good listener, is patient and can really handle the problem solving…I have been really pleased with Impexium’s support. They are on-top-of things responsive…I know they will stick with me until we figure it out.”

    Kelly Webb FCLB
    Kelly Webb
    PR & Pace Coordinator at FCLB

Let Us Show You What's Possible With Impexium

Trade associations, professional societies, and non-profits of all sizes have transformed their businesses and exceeded member expectations with Impexium’s membership management software. Request a personalized demo today.