Our process for getting started with Psoda

Psoda chosen as your solution

You have seen Psoda in action and have chosen it as your solution. All the legal and contract stuff is sorted, now it is the exciting time to implement Psoda!

Implementation workshop

This workshop with CEO Bruce Aylward will be used to get your organisation up and running with Psoda. It will include:
  • Planning each implementation phase (see the next step/s)
  • Setting up your organisations structure (portfolios, programmes, projects etc.)
  • Configuring your own custom workflows
  • Building templates for your standard users/projects etc.
  • Establishing your organisations security settings
  • Understanding your reporting required
  • Creating your own custom fields
  • Gathering your requirements for training users

Implementation phases (usually 3 or 4)

These phases are used to enhance your organisations use of Psoda in an agile approach. They can span a couple of weeks or months depending on your organisations needs. Each phase can include:
  • A prioritisation workshop
  • Configuring of exisiting functionality
  • Creating new functionality specific to your organisations needs
  • Building your own custom reports
  • Importing data from exisiting sources into Psoda
  • Training: basic, advanced or administrator
  • Activities to support the organisational changes to adopt Psoda
  • Phase close out review and prioritisation for next phases

Implementation workshop

This workshop with CEO Bruce Aylward will be used to get your organisation up and running with Psoda. It will include:
  • Planning each implementation phase (see the next step/s)
  • Setting up your organisations structure (portfolios, programmes, projects etc.)
  • Configuring your own custom workflows
  • Building templates for your standard users/projects etc.
  • Establishing your organisations security settings
  • Understanding your reporting required
  • Creating your own custom fields
  • Gathering your requirements for training users

Your organisation has successfully adopted Psoda!

Everything is set up and configured to your organisations needs. Now you can start enjoying the benefits of Psoda!

Sound good?

Let us show you what you want to see with a free, personalised demo.
Schedule a demo
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