Internal employee workspace

What do you need to do?

Start with your role or the work in front of you. Every path leads to the exact owner, approved file, meeting, and decision needed to move forward.

6

phases

17

stages

Choose your role

Jump to the work you own

SalesQualify, shape, hand offDelivery LeadSet up and governSolution architectDiscover, scope, buildMigrationPlan and prove dataTrainingPrepare and deliverCustomer successHandover and grow

The shared journey

Six phases, one operating path

  1. Phase 1EvaluateStages 0a–0c
  2. Phase 2CommitStages 1–3
  3. Phase 3DefineStages 4–5
  4. Phase 4BuildStages 6–9
  5. Phase 5LaunchStages 10–11a
  6. Phase 6AdoptStages 12–13

Guided entry points

Start with what is happening now

Starting an opportunityBegin with Stage 0a Triage, then shape the solution and complete commercial review.Contract just signedComplete the AE Opportunity Record at contract signature, before kickoff; ESC Delivery Lead accepts it at G1 and Project Set-up is sent.Running implementationUse the process view to find the owner, output, gate, form or sign-off, and meeting for any stage.

What changed recently

  1. 2026-10-01v2026.10.01-aCurrent

    Removed SMB-to-Enterprise conversion from the standard new-prospect process. Its proposal template remains in Documents for exceptional existing-customer conversions only.

  2. 2026-09-23v2026.09.23-a

    Consolidated the document library to the approved register: renamed every template to its official name, merged overlapping registers into the RAID Log, Data Migration Workbook, Configuration Workbook, Test Plan & Sign-off, Readiness & Go/No-Go Record and Cutover Runbook, and refreshed the company resources list. Saved links carry over.

  3. 2026-09-22v2026.09.22-b

    Rebuilt the internal experience as a guided workspace with task-based navigation, role shortcuts, phase guidance, and a calmer Slate and Steel visual system.

  4. 2026-09-22v2026.09.22-a

    Updated all seven assessment records to Question bank v6.10, split pre-contract work into Stages 0a–0c, and restored Stage 11a Steady-state Handover.

  5. 2026-09-18v2026.09.18-b

    Added a role-based swimlane process map, simplified the navigation, and confirmed the Stage 1 internal assessment as the sole sales-to-delivery handoff record.

  6. 2026-09-18v2026.09.18-a

    Simplified the journey to fourteen stages: hypercare exit now folds into a single Stage 12 handover to Support and Customer Success.

  7. 2026-09-15v2026.09.15-a

    Aligned the complete implementation journey to a typical two-to-six-month range from signature through hypercare and formal handover.

  8. 2026-09-11v2026.09.11-b

    Added the narrated Asana Project Setup and Management SOP learning module with eight guided chapters and the full source document.

  9. 2026-09-11v2026.09.11-a

    Cleaned up the logo and top bar, and re-checked the customer walkthrough so it matches the internal process wording.

  10. 2026-09-10v2026.09.10-a

    Added the live last-updated stamp and update history, and deepened the royal purple colour scheme across the app.

  11. 2026-09-09v2026.09.09-a

    Added the AI voice guide on the step-by-step process page and read-aloud for Ask the playbook answers.

  12. 2026-09-08v2026.09.08-b

    Established the Phase 2 - Commit - Stage 1 - Handoff - INTERNAL Assessment as the sole sales-to-delivery handoff record.

  13. 2026-09-08v2026.09.08-a

    Added the RACI chart to Who does what and phase assessments to the step-by-step process.

  14. 2026-09-01v2026.09.01-a

    Simplified navigation: one main process view, a plain Start here home page, and fewer duplicate pages.