Phase details

From first conversation to full adoption

A typical two-to-six-month journey from signature through hypercare and formal handover, organized into six clear phases. Ongoing Customer Success continues afterward.

Action for youmarks every place your team completes a questionnaire or gives written approval. You'll complete three questionnaires before scope is finalized and approve at three points: scope, data accuracy (when data is moved), and go-live — which includes confirming testing is complete.See all forms in one list

New to these terms? Hover or tap: Kickoff · Discovery · Scope · Data migration · Testing (UAT) · Go-live · Hypercare · Handover

Phase 1 · Before signature

Evaluate

Before anything is signed, we agree what you need, how complex it is, and exactly what has been promised.

Action for you

Evaluate questionnaire. Sent by your Account Executive before contract. Your agency's structure, goals, systems and scope, so your proposal is priced right. Completing it unlocks your proposal and contract.

Open the Evaluate questionnaire

Solution shaping

We shape the proposed Momentum AMP solution, assess implementation complexity, and write down every capability discussed during the sales process.

You receive: A clear proposed solution and a record of every commitment made to you.
Done when: The solution, assumptions, and commitments are ready for contracting.

Phase 2 · 1–2 weeks

Commit

Paperwork is done. We stand up your project, meet your team, and agree how we will work together.

Action for you

Project set-up questionnaire. Sent by your Delivery Lead right after your contract is signed. Your project team, agency record, staff and producer lists, and sign-on. Completing it unlocks the Discovery workbook.

Open the Project set-up questionnaire

Handoff

Your agreement is signed and your account moves from the sales team to the implementation team, who confirm the plan for your implementation.

You receive: A named implementation lead and confirmation of everything you have purchased.
Done when: The implementation team has everything they need to start.

Setup

You complete the Project Set-up questionnaire, and we name every owner, set up your project workspace, and agree how we will communicate.

You receive: A project plan and a clear list of who does what, the meeting cadence, and how issues are escalated.
Done when: Every workstream has a named owner and your Project Set-up questionnaire is complete.

Customer kickoff

We run the kickoff meeting: introductions, the roadmap you are reading now, timelines, and what we need from you.

You receive: The roadmap, the meeting cadence, and a written list of your obligations.
Done when: Everyone knows the plan, the cadence, and their responsibilities.

Phase 3 · 2–4 weeks

Define

We map how your agency works today, agree what will be built, and you approve the scope in writing.

Action for you

Discovery workbook. Sent by your Delivery Lead during discovery, after Project set-up. How your agency works today: workflows, data, carriers, finance and reporting. Completing it lets us write your scope.

Open the Discovery workbook

Action for you

Scope sign-off. At the end of discovery, before building starts. You approve the complete implementation baseline, including the questionnaire and discovery sources, Order Form choices, open items, and any custom-work feasibility decision. Building starts after this, and later changes follow change control.

Open the Scope sign-off

Discovery

Working sessions where we document how your agency operates today and what your platform needs to do.

You receive: Documented requirements, an agreed training plan, and a data mapping workbook when migration is included.
Done when: Requirements are captured and anything out of scope is written down.

Scope sign-off

We present the scope document. Once you approve it, dates become commitments and the build starts.

You receive: A scope document and a dated delivery plan.
Done when: You have signed the scope document.

Action for you · Your approval: Scope approval

Phase 4 · 4–12 weeks

Build

We configure Momentum AMP, move data when included in your scope, test it together, and train your team.

Action for you

Data accuracy sign-off. Sent by your Data Migration Lead after the final trial conversion — only when your data is being moved. After the final trial conversion, you confirm record counts and samples meet the agreed tolerance, trust and bank balances reconcile exactly, and every exception has an owner. This authorizes the final conversion plan.

Open the Data accuracy sign-off

Build

We configure Momentum AMP, build agreed workflows and any integrations included in your scope, and show you progress on a regular demo.

You receive: Regular demos and a record of what has been built and accepted.
Done when: Everything in scope is built and shown to you.

Data migration

When migration is included, after the final trial conversion you review counts and samples, confirm trust and bank balances exactly, and assign every exception before authorizing the final conversion plan.

You receive: A migration reconciliation report showing counts, samples and balances.
Done when: When migration is included, you have confirmed in writing that your data is correct; otherwise this step is not required.

Action for you · Your approval: Data accuracy approval

Testing

Your team tests every in-scope deliverable in a production-equivalent environment. Untested items are explained; Severity 1 and 2 issues block approval, and lower-severity issues need a workaround, owner and date.

You receive: Test scripts, a defect log, and the resolution of anything blocking.
Done when: Every in-scope item is tested with no serious open issues. You confirm testing is complete as part of go-live approval.

Training

We train your team on the categories you purchased. Training on a module can start once that module has passed your testing, and all training is complete before go-live.

You receive: A training schedule, session materials, and attendance records.
Done when: Your team is trained and ready to work in Momentum AMP.

Phase 5 · 4–6 weeks

Launch

We make a joint go / no-go decision, switch you over, and stay close through the first weeks.

Action for you

Go-live sign-off. Sent by your Delivery Lead at the go / no-go meeting, before the switch-over. Before final conversion, you confirm testing is complete (everything in scope accepted, no Severity 1 or 2 issues open), training is done, the earlier approvals, switch-over owners and dates, and your decision: Go, Go with named conditions, or Not ready.

The current controlled document is awaiting verification.

Go-live

Before go-live, we confirm scope approval and data approval when data is moved, testing is complete with no serious open issues, training is done, and every cutover action has an owner. Then we record a Go, Go with conditions, or Not ready decision.

You receive: A cutover plan, cutover notices when needed, and your Go-Live Sign-off.
Done when: You are live on Momentum AMP.

Action for you · Your approval: Go-live approval

Hypercare

We stay close for four to six weeks, fix issues quickly through support tickets, and confirm your administrators can run the system day to day.

You receive: Rapid response to anything that comes up and proven everyday support routing.
Done when: Your administrators run the system and everyday support routing works.

Phase 6 · Handover

Adopt

Formal handover completes implementation; your long-term support and Customer Success relationship continues afterward.

Your Customer Success Manager will schedule regular reviews with you.

Handover

We hand you over to Customer Success with every open item owned and dated. From here, business reviews and future plans are led by Customer Success.

You receive: A handover summary and named ongoing contacts.
Done when: Every open item is closed or has a named owner and date, and your Customer Success team is in place.

Optional route · Stages 4–8 · quoted and priced separately

Custom development (exception only)

Custom development is outside the standard Momentum AMP implementation. We first complete an internal, non-binding feasibility review. Only approved work is converted into a separate Statement of Work and sent through DocuSign.

You receive: A binding Statement of Work that defines deliverables, fee, timeline, acceptance criteria, warranty, support election and IP position before any work begins.
Done when: Both parties have signed the Statement of Work, and the built work is tested and accepted as part of your testing before go-live.
Who takes part: Your authorized signatory, our Delivery Lead, and our Engineering Authority.

Prefer to watch it? Play the narrated walkthrough, or read the FAQs.