EM Implementation Overview

2 min

Objective

This document outlines the typical activities that occur during a new implementation of Entity Management (EM). It is meant to help you understand your level of involvement in the implementation so that you can plan appropriately, ensuring a smooth implementation experience.

Onboarding Activities

The list of activities and related information in the table below provides a summary of the typical activities that occur during a new implementation. The Sequence column shows the typical order of activities during a new implementation.

Sequence	Component	Kingland Responsibility	Client Responsibility
1	Application Data	Setup Standard Legal Entity Data	Review Legal Entity Data Fields
2	Dashboard	Setup standard dashboard configuration and standard dashboard widgets Review standard dashboard and widgets with client Implement any customized dashboard widgets or layouts as necessary	Review standard dashboard configuration and standard dashboard widgets and document any changes needed Review dashboard changes once development has been completed and provide sign-off
3	Data Integration Framework	Provide API Batch integration information Provide client support when integrating with APIs to import or export data	Review API documentation with IT teams and document any questions for Kingland Execute integration and coordinate with Kingland for any needed support
4	Data Model	Setup standard data fields, data displays, data privacy rules Review standard data fields, data displays, data privacy rules with client Implement any modifications to data fields, data displays, data privacy rules Review client needs for any calculated fields Implement required calculated fields	Review standard data fields, display, privacy, and calculated fields, and document any changes that are needed Review requested changes and provide sign-off
5	Designation Inheritance
6	Entity Export
7	Entity Search	Setup standard "stop words", "synonyms" and weightings Implement any modifications to existing values or add new values as necessary	Review standard "stop words", "synonyms" and weightings and document any changes needed Review search customization changes and provide sign-off
8	Group Management
9	Import Management
10	Language Administration
11	Legal Entity		Display
12	My Tasks
13	Natural Person
14	Notifications	Setup standard notifications Review standard notifications with client Implement any modifications to existing notifications or create new notifications and necessary Configure variable substitutions (e.g., replace $ASSIGNEE with assigned user's email address)	Review standard rules, workflows, and notifications and document any changes that are needed Review rule, workflow, and notification changes once development has been completed and provide sign-off
15	Operational Support	Introduce to primary client contacts and Kingland client support lead to each other Create the client users responsible for ticket handling and awareness in the Kingland service desk Facilitate Kingland service desk training sessions Identify and establish operational routines with client	Identify which client users will be responsible for reporting and handling support tickets Identify which client users need/want to be able to see tickets for informational purposes Provide guidance to Kingland regarding designated support team members and contact information Ensure appropriate support team members attend training and understand the support process and expectations
16	Reference Data	Setup standard reference data values Review standard reference data with client Implement any modifications or new reference data values as necessary	Review standard reference data values and document any changes needed Review reference data changes and provide sign-off
17	Rules Management	Setup standard rule definitions Review standard rules with client Implement any modifications or new rules as necessary	Review standard rules, workflows, and notifications and document any changes that are needed Review rule, workflow, and notification changes once development has been completed and provide sign-off
18	Role Management
19	Search Action Button Customization	Review standard Action button functions with client (i.e., View Details, View Entity Restrictions) Setup custom Action button link	Review standard search Action button options and document any custom option that needs to be added Review search Action changes and provide sign-off
20	sFTP Entity Import	Set up a batch job to translate client entity data into predefined format and place on sFTP server for import	Provide entity data in the required format and test file import and export Verify that imported and exported entity data is correct and provide sign-off
21	System Environment Setup	Setup base environment Create AWS Accounts (UAT and Production) Define AWS network and access Configure environment deployment infrastructure	Provide domain and URLs needed to set up the environment
22	Third-Party Search Customization	Provide API to call Search directly and return the results in a standard format	Review standard "stop words", "synonyms" and weightings and document any changes needed Review search customization changes and provide sign-off
23	UI Content Customization	Setup standard page content Review standard page content with client Implement any customizations to existing page content as necessary	Review default page & notification content and document any changes needed Review changes once development has been completed and provide sign-off
24	UI Branding	Identify and document the client branding template for implementation throughout the system: Brand colors Brand logos and favicon Brand typeface and styling Backgrounds	Provide corporate branding guidelines Review branding changes once development has been completed and provide sign-off
25	User Authentication: SAML SSO, API Integration, HR Import	Review authentication methods with client Setup the selected User Authentication method	Provide decision on which User Authentication method should be used Provide user import files, if applicable Provide appropriate documentation and IT support to complete the integration or import
26	User Permissions		Review out of box permissions Configure permissions to clients need
27	Workflow Management	Setup standard workflows Review standard workflows with client Implement any modifications or new workflows as necessary	Review standard rules, workflows, and notifications and document any changes that are needed Review rule, workflow, and notification changes once development has been completed and provide sign-off
28	Workflow Process and Drawer	Setup standard workflows Review standard workflows with client Implement any modifications or new workflows as necessary	Review standard rules, workflows, and notifications and document any changes that are needed Review rule, workflow, and notification changes once development has been completed and provide sign-off