– What are you going to call your product?
– Where do users log in? Will you add our login widget to your own agency homepage?
- Are you going to segment your business by size/revenue and provide different levels of service?
- What is your roll-out strategy? Will you add companies based on renewal date, size, service?
Information you need to know before deciding what clients to implement and when
- Rolling out a perfect site with lots of content to all of your clients is not scalable
- If you do all the work for your clients they are not vested in the system and they don’t appreciate the amount of the work
- Adding plan documents and managing benefit communication on plans naturally fits with HR.
- Get them to put these benefits on the site themselves
- They will become vested in in the site if you let them
What areas will you train HR to be self-service?
- Will they be responsible for all documents that need to be loaded?
- Will they be doing adds/terms?
- Will they be running reports?