Implementation steps
| Step | Action | Proof to capture |
|---|---|---|
| 1 | Pick one client-facing workflow | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 2 | Define roles and permission groups | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 3 | Move active requests into the portal | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 4 | Invite a pilot group | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 5 | Review adoption, blockers and evidence | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
Turn the plan into a workflow
Use a workflow demo to map this rollout against your current client process.
Book workflow demo