Deploying ZERØ

ZERØ’s team tailors a personalized implementation plan for
each client to ensure successful deployment.

Implementation

When a client has chosen to embrace the value of ZERØ, we deploy a Client Services team dedicated to ensuring the successful implementation of our solutions. We employ our services with a special focus on what makes the firm unique, offering dedicated project governance that fits the culture of the firm.

Organized and clear
methodology

ZERØ maintains ownership of
deployment

Thorough quality assurance
testing in the client
environment (no surprises)

Personalized training that
respects the valuable time of
firm staff

Dedicated hyper-care
support during and after
implementation

Our process

At ZERØ, we strive to provide a high level of project governance and white glove service throughout the deployment period. Our engagement model, led by the Head of Client Service, has been designed to optimize for a personalized experience.

Assess effort against previously purchased solution components

Our sales team clearly and concisely hands the project off to the implementation team to ensure no ground-up engagements. What was discussed with the client as to purchasing decisions and desired outcomes is communicated to the engagement team prior to start of any implementation efforts. With this step in place, clients never have to repeat the goals and objectives previously discussed in the sales engagement.

Statement of Work

Our team creates a statement of work that is clear and tailored to each client, based on the desired features and the current technology stack.

Project planning

Our team works closely with the client to create a project plan and design that ties closely to the original statement of work. That said, the plan is established to be aware of outliers to the original objectives to present a holistic view of how the project will unfold. ZERØ utilizes an advanced online collaborative project management and cadence portal where all project materials are transparently shared in a collaborative way with the client.

Quality assurance and testing

Our team tests ZERØ within the client’s environment to ensure that it is functioning seamlessly. Once ZERØ is satisfied with the deployment, only then do we pass the project off to the client team for their own User Acceptance Testing. ZERØ supports the client through this entire testing cycle, providing functional testing scripts to help support this endeavor.

Training

Our team provides tailored, personalized training available to all users, as well as intuitive and detailed online training videos for many of the core ZERØ functions.

Firmwide rollout

Once the solutions has proven to be successful, ZERØ is ready to be rolled out to the firm. Our team will work with the client deployment team to ensure many facets of change management in order to deliver effectively to the wider audience.

Post-Production Support

Once the firm goes live with the ZERØ solution, an extended period of hyper-care begins. Our implementation team remains intact until the solution is deemed stable and that indicators are present on adoption of the solution. We then work with our support team to ensure a seamless and considerate transfer of your firm into a post-project position.

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