{"id":21227,"date":"2021-06-10T01:37:12","date_gmt":"2021-06-10T01:37:12","guid":{"rendered":"https:\/\/www.psoda.com\/cms\/?page_id=21227"},"modified":"2024-03-19T22:57:46","modified_gmt":"2024-03-19T22:57:46","slug":"how-we-do-it","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/global\/how-we-do-it\/","title":{"rendered":"How We Do It"},"content":{"rendered":"<div class=\"hero3_outer hero_fade_in_hidden\"><div class=\"fixed_page_width\"><h1 class=\"hero3_text\">Our process for getting started with Psoda<\/h1><\/div><\/div>\n<div class=\"howwedoit_outer fixed_page_width fade_in_element_hidden\"><div class=\"howwedoit_left\"><div id=\"howwedoit_1\" class=\"howwedoit_option\"><h3 class=\"content_small_header_left\">Psoda chosen as your solution<\/h3><div class=\"howwedoit_option_descr\">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!<\/div><\/div><div id=\"howwedoit_2_mobile\" class=\"howwedoit_option\"><h3 class=\"content_small_header_left\">Implementation workshop <\/h3><div class=\"howwedoit_option_descr\">This workshop with CEO Bruce Aylward will be used to get your organisation up and running with Psoda. It will include:<ul><li>Planning each implementation phase (see the next step\/s)<\/li><li>Setting up your organisations structure (portfolios, programmes, projects etc.)<\/li><li>Configuring your own <a href=\"\/global\/features\/workflows\">custom workflows<\/a><\/li><li><a href=\"\/global\/professional-services\/#reporttemplates\">Building templates<\/a> for your standard users\/projects etc.<\/li><li>Establishing your organisations security settings<\/li><li>Understanding your <a href=\"\/global\/features\/reporting\">reporting<\/a> required<\/li><li>Creating your own custom fields<\/li><li>Gathering your requirements for <a href=\"\/global\/professional-services\/#training\">training<\/a> users<\/li><\/ul><\/div><\/div><div id=\"howwedoit_3\" class=\"howwedoit_option\"><h3 class=\"content_small_header_left\">Implementation phases (usually 3 or 4)<\/h3><div class=\"howwedoit_option_descr\">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:<ul><li>A prioritisation <a href=\"\/global\/professional-services\/#workshops\">workshop<\/a><\/li><li><a href=\"\/global\/professional-services\/#configuration\">Configuring<\/a> of exisiting functionality<\/li><li><a href=\"\/global\/professional-services\/#customisation\">Creating new functionality<\/a> specific to your organisations needs<\/li><li>Building your own custom reports<\/li><li><a href=\"\/global\/professional-services\/#datamigration\">Importing data<\/a> from exisiting sources into Psoda<\/li><li><a href=\"\/global\/professional-services\/#training\">Training:<\/a> basic, advanced or administrator<\/li><li>Activities to support the organisational changes to adopt Psoda<\/li><li>Phase close out review and prioritisation for next phases<\/li><\/ul><\/div><\/div><\/div><div class=\"howwedoit_right\"><div id=\"howwedoit_2\" class=\"howwedoit_option\"><h3 class=\"content_small_header_left\">Implementation workshop <\/h3><div class=\"howwedoit_option_descr\">This workshop with CEO Bruce Aylward will be used to get your organisation up and running with Psoda. It will include:<ul><li>Planning each implementation phase (see the next step\/s)<\/li><li>Setting up your organisations structure (portfolios, programmes, projects etc.)<\/li><li>Configuring your own <a href=\"\/global\/features\/workflows\">custom workflows<\/a><\/li><li><a href=\"\/global\/professional-services\/#reporttemplates\">Building templates<\/a> for your standard users\/projects etc.<\/li><li>Establishing your organisations security settings<\/li><li>Understanding your <a href=\"\/global\/features\/reporting\">reporting<\/a> required<\/li><li>Creating your own custom fields<\/li><li>Gathering your requirements for <a href=\"\/global\/professional-services\/#training\">training<\/a> users<\/li><\/ul><\/div><\/div><div id=\"howwedoit_4\" class=\"howwedoit_option\"><h3 class=\"content_small_header_left\">Your organisation has successfully adopted Psoda!<\/h3><div class=\"howwedoit_option_descr\">Everything is set up and configured to your organisations needs. Now you can start enjoying the benefits of Psoda!<\/div><\/div><\/div><\/div>\n<div class=\"cta_outer fixed_page_width block_outer_margin fade_in_element_hidden\"><h3 class=\"content_header_left\">Sound good?<\/h3><div class=\"content_small_header_left\">Let us show you what you want to see with a free, personalised demo.<\/div><div class=\"cta_buttons\"><a href=\"\/global\/schedule-a-demo\" class=\"cta_demo_button\">Schedule a demo<\/a><div class=\"cta_trial_outer\"><input class=\"cta_freetrial_email\" type=\"email\" name=\"cta_freetrial_email\" id=\"cta_freetrial_email\" placeholder=\"Or try for free with your business email address\"><button onclick=\"registerFreeTrial(true)\" class=\"cta_freetrial_button\" id=\"cta_freetrial_button\" type=\"button\" value=\"submit\">Sign up<\/button><div class=\"cta_freetrial_checkbox_outer\" id=\"cta_freetrial_checkbox_outer\"><input id=\"cta_freetrial_checkbox\" type=\"checkbox\" name=\"cta_freetrial_checkbox\"><span >I agree to the terms of the <a href=\"\/global\/terms\" target=\"_blank\">Master Subscription Agreement<\/a> and the <a href=\"\/global\/privacy\" target=\"_blank\">Privacy Policy<\/a><\/span><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-21227","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How We Do It - Getting Started With Psoda<\/title>\n<meta name=\"description\" content=\"Psoda Implementation Services: Expert guidance to optimise Psoda for your organisation. 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