New clients engage in a 6 week implementation to convert their existing application process to Public House. Clients should plan on two 45 minutes per week along with light homework reviewing screening forms and applications. Implementation Prerequisites should be completed before beginning.
Implementation fees cover the configuration of all the items below for up to two programs.
Screening Forms
- Screening Form questions
- Eligibility criteria
- Adding program details to the communication templates
Authentication Portal
- Branding / Customization
Application Portal
- Application questions
- Detail required documents and criteria for when they appear
- Adding program details to the communication templates
- Setting application deadlines & calculation parameters
Property Candidate Pools
- Configuring Property Criteria
- Sending property-based application invitations and interest checks
Testing
- Testing/feedback/revisions on Screening Forms and Applications
Reports & Dashboards
- Review Public House Analytics and Operationsl Dashboards
Transition
- Migrating existing interest lists and Applicants
Schedule
Week by week initial system configuration schedule.
| Pre-Start | Configure Subdomains, Salesforce User |
| Week 1 | Screening Forms Finalize questions, warnings and eligibility for Screening forms. Configuration of Sandbox with managed and unmanaged packages Customization of staff tasks and email notifications Authentication Portal Branding and configuration |
| Week 2 | Screening Forms Review/Customize Communications, User Acceptance Authentication Portal User Acceptance Application Questions Finalize questions, warnings and eligibility for Applications |
| Weeks 3 | Application Questions User Acceptance Application Communications Review/Customize Communications Required Document Templates Finalize / Create Required Documents |
| Week 4 | Required Document Templates User Acceptance Email/SMS Reminders Configuration |
| Weeks 5 | Email/SMS Reminder Communications Document Review User Acceptance |
| Week 6 | Beta Testing User group testing (appx 10 users) |
We are happy to supply estimates and revised schedules for additional customizations or development outside the scope of the standard implementation.
Post Implementation Support
Post-implementation support is provided to ensure organizations have a successful transition and launch to Public House.
Resident Portal Implementation
The Resident Portal is an additional 2-week implementation available for $1,500.
The Resident Portal implementation includes defining details for :
- Annual Survey Questions
- Annual Survey required documents
- Custom Notifications
- Editing communication templates