CommunityBridge Implementation Guide
Starter guide for planning rollout with a new customer organization.
Implementation goals
- Align stakeholders on the intended use case, audience, and rollout goals
- Confirm technical, privacy, procurement, and support requirements early
- Define role setup, launch communications, and onboarding materials before go-live
Suggested implementation phases
Phase | Focus | Typical outputs |
Discovery | Use case, stakeholders, timeline, and constraints | Success criteria, core contacts, requirements log |
Technical review | Environment, access, support, and security review | Configuration checklist, document packet, decision log |
Setup | Roles, content, organization defaults, support path | Initial admin setup, communications plan |
Pilot | Small-group testing and workflow validation | Pilot feedback, issue log, launch readiness |
Launch | Broader user enablement and support | Go-live checklist, user guides, support routing |
Inputs to confirm
- Primary organization contacts for leadership, operations, IT, and support
- User groups and approximate user counts
- Required documents for procurement, privacy, or legal review
- Launch dates, pilot windows, and communication milestones