Implementation Services Overview

Accelerate your onboarding with expert-led guidance and self-paced learning tailored to your needs.

Overview

Our QuickStart Implementation package is designed to help you rapidly adopt and configure the core modules of the Trackforce Guarding or Mobile Suite. This package combines self-paced learning via TrackTik Academy with consulting sessions focused on best practices, so you can start seeing value – fast!

What’s Included

TrackTik Academy Access
Self-paced, LMS-based training for your administrators and internal trainers.
Guided Implementation
Our consultants provide expert guidance on system configuration, tailored to your pilot use case.
Train-the-Trainer Enablement
We empower your internal champions to lead rollout and ongoing adoption.

Implementation Package Details

Dedicated Implementation Consultant
Customized implementation schedule
Up to 6 consulting sessions (remote)
Stakeholder engagement and project timeline management

Key Deliverables

Design Document & Implementation Plan
TrackTik Portal Configured (by client with Trackforce support)
Incident Categories imported
Two standard report templates created
Ongoing guidance through 3 structured phases

Implementation Timeline

Trackforce provides a train-the-trainer approach, the Client trainers will be performing internal end-user training and rolling out Trackforce to their operations

Estimated Duration: 4 Weeks

Phase 1: Engage

Implementation form completed
Kickoff meeting with stakeholders
Access to TrackTik Academy and Portal setup with Client branding
Design alignment
Project schedule alignment

Phase 2: Build & Verify

Self-paced learning via TrackTik Academy
Pilot project configuration
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 adjustments and rollout
End-user training (internal, led by your team)
Transition to Trackforce Support

Scope Exclusions

This package does not include:

Custom development
Instructor-led training
Data imported over and above Incident Categories and two standard report templates
Historical data migration
Trackforce delivered End-user or instructor-led training
Business process redesign
Post-implementation support
[Full scope details available upon request.]

Assumptions & Conditions

Client provides assigned Project Manager and SME resources
Implementation is remote and in English
All training from Trackforce resources will be performed via standard lessons available in TrackTik Academy to Client Administrators and Client Internal Trainers.
The Trackforce Professional Services Team’s standard working hours are 9:00 AM to 5:00 PM Eastern Time (ET).
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.

A structured, scalable implementation for clients with broader module requirements and higher configuration complexity.

Overview

Our Standard Implementation package supports more complex rollouts requiring deeper involvement, wider module configuration, and enhanced governance. This package includes implementation of Guarding Suite, Mobile Suite, and Basic Back Office Suite.

What’s Included

TrackTik Academy Access
Self-paced, LMS-based training for your administrators and internal trainers.
Guided Implementation
Our consultants provide expert guidance on system configuration, tailored to your pilot use case.
Train-the-Trainer Enablement
We empower your internal champions to lead rollout and ongoing adoption.

Implementation Package Details

Dedicated Implementation Consultant
Customized implementation schedule
Up to 8 consulting sessions (remote)
Configuration support for additional modules
Enhanced stakeholder engagement and project governance
Guidance on module best practices and usage
Access to TrackTik Academy for Admin/SME training

Key Deliverables

Design Document & Implementation Plan
Guarding, Mobile Suite and/or Basic Backoffice* Module Configuration (by client with Trackforce support per project scope)
Site, Employee and Incident Category Data Imports
Use case validation and best practice enablement
Go-live support and internal rollout readiness

Implementation Timeline

Trackforce provides a train-the-trainer approach, the Client trainers will be performing internal end-user training and rolling out Trackforce to their operations

Estimated Duration: 6 Weeks

Phase 1: Engage

Implementation form completed
Kickoff session with all stakeholders
Access to TrackTik Academy and Portal setup with Client branding
Discovery and Design Document
Implementation Timeline and Project Schedule

Phase 2: Build Verify

Self-paced learning via TrackTik Academy
Module configuration based on approved use cases (through client consulting with Trackforce)
Import and validate key data sets
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

Internal training enablement for Admins and SMEs (through client consulting with Trackforce)
Final configuration adjustments
Go-live support and transition to Client Success

Scope Exclusions

Data imported above Sites, Employees, Incident Categories and two standard report templates. All other data must be configured manually by the client with support from Trackforce.
Custom integrations with third-party systems (unless scoped)
Historical data migration beyond agreed datasets
Custom reports and dashboard development
Data manipulation, analysis, or testing
Post-Implementation service or support
Instructor-Led Training
In-person training or deployment

Assumptions & Conditions

Client provides assigned Project Manager and SME resources
Implementation is remote and in English
All training from Trackforce resources will be performed via standard lessons available in TrackTik Academy to Client Administrators and Client Internal Trainers.
The Trackforce Professional Services Team’s standard working hours are 9:00 AM to 5:00 PM Eastern Time (ET).
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.

*The Basic Back Office Suite is limited to the features listed below. Any additional advanced features of the Back Office Suite not listed below are considered out of scope for this project.

Back-office settings (pay schedules, tax settings, standard OT rules)
Client billing settings (bill to name, distribution emails, tax exempt)
Basic contract usage (no custom billing frequencies)
Basic position usage (naming and rate configuration only)
Basic scheduling usage (no custom template periods)
Standard pay and bill rates (no shift differentials)
Standard invoicing and payroll (no earnings premiums or ad hoc premiums)
Standard overtime configuration (no custom OT rules or rates)
Standard roles limited to Administrator, Manager, Guard and Client

A hands on, tailored package for organizations that require a more hands-on, tailored rollout of the Trackforce platform for scalable implementation for clients with broader module requirements and higher configuration complexity.

Overview

The Advanced Implementation delivers a guided, 8-week to 12-week rollout of the Trackforce platform with expert-led configuration, data import support, and administrator enablement through a train-the-trainer model.

All training will be made available through TrackTik Academy.

What’s Included

Access to TrackTik Academy for up to Admins and Super Users
8 to 12 consulting sessions delivered remotely
Dedicated Implementation Consultant and Customer Success Management
Stakeholder interviews and detailed implementation plan
Guided configuration of modules with expert consulting
Data import template guidance and pilot import support
Train-the-trainer enablement approach
Weekly touchpoints during key phases
Full data import in preparation for go-live

Implementation Package Details

Kick-Off Call
Access to TrackTik Academy
Design Document & Implementation Plan
Project Schedule
Configured Client Portal (by client with Trackforce support)
Pilot Site, Employee and Incident Category Data Imports
Final Site, Employee and Incident Category Data Imports
Weekly Client Workshops
Admins trained and prepared to train end users
Use case validation and best practice enablement
Go-live support and internal rollout readiness

Implementation Timeline

Trackforce provides a train-the-trainer approach, the Client trainers will be performing internal end-user training and rolling out Trackforce to their operations

Estimated Duration: 8 Weeks to 12 Weeks

Phase 1: Engage

Provide Client with access to TrackTik portal with Client branding
Provide Client with access to TrackTik 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 TrackTik Academy
Module configuration based on approved use cases (through client consulting with Trackforce)
Create Regions to align with Clients desired Region structure (if applicable).
Share import templates and host training session(s) to support the import process.
Import and validate key data sets
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

Host regular touchpoints with Client to understand implementation and enablement progress, support and be consulted by Client
Provide best practices based on Client’s usage discovered in the pre-sales process and during the previous phases.
Import the full Client data set in preparation for go live.
Final configuration adjustments
Go-live support and transition to Client Success

Scope Exclusions

Data imported above is limited to Sites, Employees, Incident Categories, and two standard report templates. Additional data to be imported will be determined during the Engage phase and documented in the Detailed Design Document. Any remaining data not covered must be configured manually by the client, with support from Trackforce.
Acceptance testing development, case development, or execution
Custom integrations with third-party systems (unless scoped)
Historical data migration beyond agreed datasets
Custom reports and dashboard development
Data manipulation, analysis, or testing
Post-Implementation service or support
Instructor-Led Training
In-person training or deployment

Assumptions & Conditions

Client provides assigned Project Manager and SME resources
Implementation is remote and in English
All training from Trackforce resources will be performed via standard lessons available in TrackTik Academy to Client Administrators and Client Internal Trainers.
The Trackforce Professional Services Team’s standard working hours are 9:00 AM to 5:00 PM Eastern Time (ET).
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.