What we need
Where your team is needed
Implementation is a joint effort. These are the decisions you own and the moments where your people carry real load.
Approvals you own
Phase 3 · Scope sign-off
Scope approval
Phase 4 · Data migration
Data accuracy approval
Phase 5 · Go-live
Go-live approval
The shape of an implementation
Typical · 2–6 months
From signature through hypercare and formal handover. Phase widths show the typical shape of the work, not additive commitments; your dates are confirmed together during planning.
Where your team carries load
These are the two windows where your people are most involved — plan for them early.
Peak 1 — Discovery & scope
Stages 4–5Your subject-matter experts join working sessions and review the scope document.
Peak 2 — Migration review, testing & training
Stages 7–9Your team reviews migrated data when applicable, tests Momentum AMP, and attends training alongside their day jobs.
Before we start
- Complete the short Evaluate question set your Account Executive sends during your early conversations — before any contract is signed.
- Name an executive sponsor and a day-to-day project contact.
- Identify the subject-matter experts who know how your agency works today.
- Protect calendar time for discovery, testing and training weeks.
- Agree internally who can approve scope, data accuracy and go-live.
- Plan who will be your internal champions after go-live.
You'll complete three questionnaires before scope is finalized, then approve scope, data accuracy (when your data is moved), and go-live, which includes confirming testing is complete — see all forms & sign-offs. Want the phase-by-phase view? Review phase details.