Implementation Process

We begin by introducing the roadmap to a successful implementation.

From system configuration to multiple training options, we guide you through every step in the process to make sure PrimeroEdge is ready for daily use.

You will receive a welcome email within one business day including a link to schedule your Kick Off Call.

A user name and password will be provided soon after to allow quick access to your purchased modules.

During the kick off call, we partner with you to understand your business operations and goals.

We also define team member responsibilities and the best way to communicate during the project.

Once we understand more about your business and goals, we consult with you to determine your project schedule, timeline and milestones to meet your Go Live date.

Your official introduction to PrimeroEdge includes system personalization, data migration and reviewing best practices.

Click TRAINING to learn more about training.

This is where your hard work pays off.

  • Training complete
  • PrimeroEdge configured
  • Testing successful

Congratulations, you have reached the implementation finish line but your journey with PrimeroEdge has just begun.

Your Customer Success Team

PrimeroEdge offers an entire team committed to leading you through the Kickstart process. Once on board, our team will make sure no hurdles get in the way of your Go Live date.

Customer Success Mentor

A personal guide through the Implementation process to help meet your goals with PrimeroEdge.

Customer Coach

Experienced educator who will equip you with the knowledge to be successful in your operations.

Expert Care Specialist

A technical resource to assist with PrimeroEdge data integration.

Customer Care Specialist

Customer service team member who will assist with day to day questions after implementation tasks and training is complete.