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iCarol Standard Implementation

Once you choose iCarol as your solution, we want to ensure a smooth transition from your trial to implementation. That’s why we offer comprehensive implementation with your initial iCarol subscription.

What’s Included:

volunteers and staffYour Implementation Team

  • You will be assigned a Client Support Implementation Specialist (CSIS) during your entire Implementation Period (usually the same Support Team member that assisted you during your trial).
  • 1-hour Implementation Kick-off Meeting to discuss your priorities and timelines, so your assigned Specialist can determine the best plan to help you.
  • Up to Four (4) scheduled, 30-minute check in meetings to review progress on cases and assigned tasks, typically conducted during the first 30-45 days.
  • Communications using our convenient in-app case management system to better track each phase of your Implementation.
  • Quick calls with your assigned CSIS to help clarify questions when appropriate.

iCarol maintenanceHow This will all work

  • Your assigned CSIS will setup separate cases to guide you through the steps necessary to customize your iCarol system. These typically include:
    • Delete Demo data from base system
    • Set up volunteers and staff
    • Set up shifts
    • Create/customize Contact Forms
    • Set up resources
    • Additional cases depending on any other features subscribed to
  • You will receive an email when each case is set up.
  • Follow and respond to your cases in your iCarol Online Case Management System to ensure each feature is set-up to best meet the needs of your organization. Most new customers complete implementation within 30 days of requesting their first invoice (assuming we receive all information needed in a reasonable time period, which is usually 1-2 days from request); if Add-ons are subscribed to, it may take up to 4-6 more weeks to fully implement the additional features.

Contents of cases

  • In each case, your assigned CSIS will:
    • Explain and/or direct you to information explaining each feature
    • Ask questions to best help assist you in customizing the feature to meet your needs
    • Offer a Training Plan to help you and your staff learn how to use each feature

iCarol training blackboardIn-app help and training

  • Training Plans will be provided along the way to help you and your staff best learn how to use each iCarol feature
  • Those that have the best success – Self Train! You have at your fingertips:
    • Dozens of tutorial videos on iCarol features
    • Hundreds of help articles with step-by-step instructions
    • Recordings of detailed training webinars
    • Tips and tricks shared on the Admin Dashboard
    • Access to the iCarol Community
  • In a Trial and want to start with a Training Plan now?
    • Click Help from your left hand menu
    • Click ‘Help Articles’ at the top of the page
    • Type ‘Training Plan’ in the search box and click the ‘Search’ button
    • Click the Training Plan for the feature you want to learn about

    Click here to download this information as a PDF.

    Think you may need support beyond what’s listed here? Ask us about our premier options and professional services offered by our staff.

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