Screen Shot 2022-10-06 at 3.28.22 PM

 

Hi there!

Congratulations on your decision to join the Bitfocus community! Changing software requires thoughtful planning, and we’ve worked to capture key success factors in this guide.

Here, you’ll find proven tools that we use with customers every day, organized into phases that mirror how we help communities make changes at Bitfocus.  

Each section includes:

  • A brief summary of the phase
  • Actions items and key decisions
  • Resources to help support you in this phase

If you haven’t already, you will soon have a welcome call with your Bitfocus team to review this process and help you get started.

Every change process will look different, so feel free to jump around to different phases. Have questions? Don’t hesitate to connect with us!

Let's get started!

The Phases Broken Down

Phase 1:

Plan Your Work Group 

  • Task 1: Choose your team
  • Task 2: Define your decision-making process
Head to Phase 1

Phase 2:

Plan Your Project and Set Goals

  • Task 1: Understand your legacy system 
  • Task 2: Learn about optional Clarity features
  • Task 3: Create your project plan and goals
Head to Phase 2

Phase 3:

Engage Your Community

  • Task 1: Identify stakeholder needs
  • Task 2: Create communication plan
  • Task 3: Draft initial communications
  • Task 4: Plan stakeholder engagement
Head to Phase 3

Phase 4:

Plan Technology Solutions

  • Task 1: Plan user support
  • Task 2: Dig into data sharing
  • Task 3: Understand data migration
  • Task 4: Understand reporting needs
  • Task 5: Understand the blackout period
Head to Phase 4

Phase 5:

Onboarding with Bitfocus

  • Task 1: Meet your Bitfocus project management team
  • Task 2: Attend Clarity Human Services training
  • Task 3: Complete configuration
  • Task 4: Work through data migration
Head to Phase 5

Phase 6:

Go Live with Clarity and Beyond

  • Task 1: Train your end users
  • Task 2: Complete the blackout period
  • Task 3: Go live!
  • Task 4: Provide user support
  • Task 5: Monitor and analyze data
  • Task 6: Migrate custom data
HEAD TO PHASE 6

Vendor Transition Summary

Want a quick overview? Use this document to review all phases and steps in the transition process!

Download Vendor Transition Summary

Head to Phase 1: Plan Your Workgroup

In Phase 1, you'll create a team to lead your preparation and onboarding process and determine your decision-making structure.

 

GO TO PHASE 1