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PlanSource Launch Journey
Your Implementation Experience
Our proven plan for a successful, on-time implementation
Briefing
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Briefing
Countdown
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Countdown

Preparing for launch

In this phase, you’ll start learning the system, and we’ll gather all the info we need about your benefits to prepare for Lift-Off.
Lift-Off
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Lift-Off
Staging
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Staging

Post launch Action

Next, you’ll travel through the Requirements, Configuration, and Audit & Testing stages before signing off on the system.
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Requirements

We’ll work with your team to document all of your unique business requirements, workforce configuration and eligibility rules in detail
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Configuration

Next, our specialists will help set up your system and put it through a comprehensive inspection before handing off to you for final testing
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Audit & Testing

Finally, your team will be able to walk through the entire system using test employee data to make sure everything is exactly how you want it
Go Live
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Go Live
Orbit
All systems go (live)! Now you’re live, your team is trained, and your data is syncing with your insurance carriers and other partners
The Right Methodology

Clear Expectations & Communication

We know how important it is to clearly define project requirements, timelines and owners upfront. Our detailed project plans and real-time collaboration tools ensure our teams stay tightly aligned on project needs, responsibilities and progress.
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Extensive Training & Enablement

Your entire HR team will have access to initial and ongoing training – including custom sessions, live webinars, on-demand certifications and courses, and more! – so you can start learning the system before you’re even live and new ways to do more.
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Experienced Guidance & Best Practices

Our Launch team brings decades of benefits and platform experience to your implementation project, giving you strategic guidance, helpful advice and peace of mind from running 1,000s of successful implementations.
Explore the Platform
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Stacy Colby-King
The project team provided top tier expertise and service for our launch. They did an excellent job of managing our timeline to ensure we launched in time for OE.
STACY COLBY-KING

VP of HR, Clearway Energy

Renee Chaloupka
"We are very pleased with our implementation. The team did a great job resolving issues quickly and met deadlines on time. Great job!"
RENEE CHALOUPKA

Director of People Experience, Thrive Restaurants Group

John Tomko
"Our Launch Project Manager was an amazing asset to our project. She worked very hard and successfully to keep our project on time and delivered. What a Rockstar."
JOHN TOMKO

HR Generalist, AmeriVet Veterinarian Partners

Sarah Dare
"PlanSource is thorough and responsive. We had an amazing, dedicated team that took us to a smoothly operating system."
SARAH DARE

Benefits Coordinator, Bloomfield Hills School District

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The Right Team
You’ll have an entire team behind you to ensure your team and your platform are set up for success.

Onboarding Specialist

The Onboarding Specialist introduces you to the Launch journey and helps you prepare for your transition to the Launch team.

Project Manager

The Project Manager manages your Launch journey and timeline, ensuring that deadlines are met and project status is communicated throughout the project.

Benefits Coach

The Benefits Coach leads requirements gathering and provides guidance to ensure that the configuration meets your needs and reflects best practices.

Configuration Analyst

The Configuration Analyst sets up the system to reflect your benefits and business rules defined by you and your Benefits Coach (i.e. plans, rates, eligibility).
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EDI Analyst

The EDI Analyst delivers the integrations between PlanSource and third-parties such as insurance carriers and HCM systems.
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900+ EMPLOYEES

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.

Kickoff on 07.27, Live on 11.09 (live in less than 3.5 months!)

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1,500+ employees

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.
Selected PlanSource Premium to outsource their entire benefits program to PlanSource.

Kickoff on 07.13, Live on 09.04 (live in ~2 months!)Kickoff on 07.27, Live on 11.09 (live in less than 3.5 months!)

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17,000+ employees

Implemented PlanSource benefits technology plus Employee Contact Center.

Kickoff on 07.27, Live on 11.02 (live in less than 100 days!)

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13,000+ employees

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.

Kickoff on 05.04, Live on 10.12 (live in ~5 months)

8 EDI integrations plus APIs with ADP and UKG Pro

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Flexible Options for Small and Midsized Customers
Our implementation packages let you choose the experience you want, based on your enrollment style (active, passive, mid-year), benefits complexity, budget & internal resources, technology proficiency and timeline.
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