Enterprise Implementation: Close to Go-Live

Enterprise software implementations fail when handoffs break down. Sales closes the deal but context gets lost. Technical requirements live in scattered docs. Customers don't know who to contact. Go-live dates slip.

This playbook makes implementation predictable:

  • Seamless sales handoff — Deal context automatically flows from CRM to implementation team via Slack
  • AI implementation planning — Custom project plan generated based on requirements and best practices
  • Parallel workstreams — Configuration, data migration, and training tracked as coordinated but independent streams
  • Customer champion portal — Your customer's project lead sees progress, completes their tasks, and escalates blockers
  • Adoption tracking — AI monitors usage post-go-live and generates success reports automatically

Enterprise SaaS Implementation

Structured enterprise software rollout - from deal close to successful adoption.

Data sources:
SlackSlack
AsanaAsana
ZoomZoom
IntercomIntercom
OpenAIOpenAI
Participants:CSMTechnical LeadCustomer ChampionAI

Contract Value
User Count
Adoption Rate
Time to Value
36
  • Deal Handoff
    Kollab
    deal_closed2025-12-01
    Kollab
    handoff_complete2025-12-02
    Slack
    Deal Channel#acme-corp-deal
    Kollab
    Contract$48,000 ARR
  • Kickoff Scheduled
    Kollab
    handoff_complete2025-12-02
    Kollab
    kickoff_scheduled2025-12-03
    Zoom
    Kickoff CallKickoff Call - Dec 5, 2pm
    OpenAI
    AI AgendaGenerated agenda with 5 topics
  • Kickoff Complete
    Kollab
    kickoff_scheduled2025-12-03
    Kollab
    kickoff_complete2025-12-05
    Zoom
    Recordingkickoff_recording.mp4
    Asana
    ProjectAcme Implementation Project
  • Requirements Gathered
    Kollab
    kickoff_complete2025-12-05
    Kollab
    requirements_complete2025-12-10
    Asana
    RequirementsTechnical Requirements Doc
    Slack
    Tech Channel#acme-tech-impl
  • Implementation Plan
    Kollab
    requirements_complete2025-12-10
    Kollab
    plan_approved2025-12-11
    OpenAI
    AI Plan12-week implementation plan
    Asana
    Tasks32 tasks created
  • Environment Configured
    Kollab
    plan_approved2025-12-11
    Kollab
    config_complete2025-12-16
    Asana
    Config TaskEnvironment Configuration
  • Data Migration
    Kollab
    config_complete2025-12-16
    Kollab
    data_migrated2025-12-20
    Asana
    MigrationData Migration - 50k records
  • Training Materials
    Kollab
    data_migrated2025-12-20
    Kollab
    training_ready2025-12-21
    OpenAI
    TrainingCustom training modules
  • User Training
    Kollab
    training_ready2025-12-21
    Kollab
    training_complete2025-12-23
    Zoom
    Training CallTraining Session - Dec 22
    Intercom
    SupportOnboarding Support Queue
  • UAT Sign-off
    Kollab
    training_complete2025-12-23
    Kollab
    uat_approved2025-12-30
    Asana
    UAT TaskUAT Sign-off Checklist
    Slack
    Feedback#acme-feedback
  • Go-Live
    Kollab
    uat_approved2025-12-30
    Kollab
    go_live2026-01-06
    Slack
    Launch#acme-go-live
    Intercom
    Support QueueGo-Live Support Queue
  • Success Review
    Kollab
    go_live2026-01-06
    Kollab
    implementation_complete2026-01-13
    OpenAI
    Success ReportImplementation Success Report
    Kollab
    Adoption78%
Turn implementation from your biggest bottleneck into a competitive advantage. Faster time-to-value, happier customers, scalable CS team.
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