EM Implementation Overview

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