GuardTek Implementation Services Overview

[ GuardTek ]

Core Implementation

A standard streamlined implementation for clients using Core.

Overview

Our Core Implementation package is designed to help you rapidly adopt and configure the modules of GuardTek Core.

This package combines self-paced learning via Trackforce Academy with consulting sessions focused on best practices, so you can start seeing value – fast!

Implementation Package Details

Dedicated Implementation Consultant
Kick-Off Call
Access to Trackforce Academy for system administrators
Design Document & Project Schedule
Configured Client Portal (by client, with expert-guided module configuration and Trackforce support)
Client Workshops: up to 3 remote consulting sessions
Best practice enablement
Go-live support

Implementation Package Details

Estimated Duration: 4 Weeks

Phase 1: Engage

Kick-off meeting
Access to Trackforce Academy and portal setup
Design Document
Project schedule

Phase 2: Build & Verify

Self-paced learning via Trackforce Academy
Pilot project configuration with Trackforce support
Consulting sessions and best-practice guidance
During this phase, client with configure their portal using pilot data and leverage the consulting sessions to review.

Phase 3: Transition

Final configuration adjustments
Go-live support
Transition to Trackforce Support

Scope Exclusions

This package does not include:

Acceptance testing development, case development, or execution
Custom development
Integrations
Data imports
Historical data migration
Data manipulation, analysis, or testing
Business process redesign
Post-implementation support
Instructor-Led Training
In-person training or deployment

Assumptions & Conditions

Client provides assigned Project Manager and SME resources
Implementation is remote delivered in English or French.
All training from Trackforce resources will be performed via standard lessons available in
Trackforce Academy to Client Administrators
The Trackforce Professional Services Team’s standard working hours are 9:00 to 17:00 Central European Time (CET).
Adherence to timeline requires prompt feedback and task completion
Change Orders apply for out-of-scope or added requirements
Client shall have 5 business days to accept or reject the deliverable based on the scope of work and accepted requirements, after which the deliverable will be deemed to have been accepted by default.

Standard Implementation

A streamlined implementation for clients using standard GuardTek.

Overview

Our Standard Implementation package is designed to help you rapidly adopt and configure the modules of standard GuardTek.

This package combines self-paced learning via Trackforce Academy with consulting sessions focused on best practices, so you can start seeing value – fast!

Implementation Package Details

Dedicated Implementation Consultant
Kick-Off Call
Access to Trackforce Academy for system administrators
Design Document & Project Schedule
Configured Client Portal (by client, with expert-guided module configuration and Trackforce support)
Client Workshops: up to 5 remote consulting sessions
Best practice enablement
Go-live support

Implementation Timeline

Estimated Duration: 6 Weeks

Phase 1: Engage

Kick-off meeting
Access to Trackforce Academy and portal setup
Design Document
Project schedule

Phase 2: Build & Verify

Self-paced learning via Trackforce Academy
Pilot project configuration with Trackforce support
During this phase, client with configure their portal using pilot data and leverage the consulting sessions to review.
Consulting sessions and best-practice guidance

Phase 3: Transition

Final configuration adjustments
Go-live support
Transition to Trackforce Support

Scope Exclusions

This package does not include:

Acceptance testing development, case development, or execution
Custom development
Integrations
Data imports
Historical data migration
Data manipulation, analysis, or testing
Business process redesign
Post-implementation support
Instructor-Led Training
In-person training or deployment

Assumptions & Conditions

Client provides assigned Project Manager and SME resources
Implementation is remote delivered in English or French.
All training from Trackforce resources will be performed via standard lessons available in
Trackforce Academy to Client Administrators
The Trackforce Professional Services Team’s standard working hours are 9:00 to 17:00 Central European Time (CET).
Adherence to timeline requires prompt feedback and task completion
Change Orders apply for out-of-scope or added requirements
Client shall have 5 business days to accept or reject the deliverable based on the scope of work and accepted requirements, after which the deliverable will be deemed to have been accepted by default.

Advanced Implementation

A structured and scalable implementation program designed for clients with advanced module requirements, higher configuration complexity, or multi-faceted projects requiring a higher level of dedicated expert support.

Overview

The Advanced Implementation delivers a guided 8- to 12-week rollout of the GuardTek platform, including expert-led configuration and administrator enablement.

Implementation Package Details

Dedicated Implementation Consultant
Kick-Off Call
Access to Trackforce Academy for system administrators
Stakeholders’ interviews
Design Document & Implementation Plan
Project Schedule
Configured Client Portal (by client, with expert-guided module configuration and Trackforce support)
Review of the client’s user-role requirements and custom configuration of the GuardTek Roles
Client Workshops: 8 to 12 remote consulting sessions
Use case validation and best practice enablement
Go-live support and internal rollout readiness

Implementation Timeline

Estimated Duration: 8 weeks to 12 Weeks

Phase 1: Engage

Kick-off meeting
Provide Client with access to GuardTek portal with Client branding
Provide Client with access to Trackforce Academy
Share a training and implementation questionnaire for detailed requirements.
Stakeholder interviews with subject matter experts within Client.
Discovery and Design Document
Implementation Timeline and Project Schedule

Phase 2: Build & Verify

Self-paced learning via Trackforce Academy
Module configuration on pilot site based on approved use cases (through client consulting with Trackforce)
Consulting sessions and best-practice guidance
During this phase, client with configure their portal using pilot data and leverage the consulting sessions to review.

Phase 3: Transition

Final configuration adjustments
Go-live support
Transition to Client Success

Scope Exclusions

This package does not include:

Acceptance testing development, case development, or execution
Custom integrations
Custom Development
Historical data migration
Data manipulation, analysis, or testing
Post-Implementation service or support
Business process redesign
Instructor-Led Training
In-person training or deployment

Assumptions & Conditions

Client provides assigned Project Manager and SME resources
Implementation is remote delivered in English or French.
All training from Trackforce resources will be performed via standard lessons available in
Trackforce Academy to Client Administrators
The Trackforce Professional Services Team’s standard working hours are 9:00 to 17:00 Central European Time (CET).
Adherence to timeline requires prompt feedback and task completion
Change Orders apply for out-of-scope or added requirements
Client shall have 5 business days to accept or reject the deliverable based on the scope of work and accepted requirements, after which the deliverable will be deemed to have been accepted by default.