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About Client Advisory Service & Additional Services

The Client Advisory Service (CAS) offers personalized support, strategic guidance, and ongoing training to help clients maximize their success with Interfolio.

  • Standard Implementation of all purchased modules
  • Customer Success Manager (CSM) for post-implementation support. CSMs offer guidance on best practices, change management, workflow optimization, and use case expansion
  • Two virtual end-user training sessions per year, customized to client needs, recorded and shared for ongoing access to training materials
  • Partnership Review to assess usage, adoption, best practices, and strategic goals for the coming year
  • Access to continuous learning resources, including Interfolio University, Office Hours, and Best Practice Webinars
 

What is Included with CAS

CSM

All Clients

  • Two virtual standard end-user trainings a year​
  • Periodic Partnership Review for FAR, RPT, FS, and LM. This includes a discussion around product usage (data, analytics, and best practice recommendations) and a review of the current contract with your Account Manager.
  • Support with faculty buy-in​
  • Point of contact for support ticket escalation
  • Best Practices on usage, product roadmap consultation, and optimization​
Support Desk
Implementation

All Products

  • One tenant
  • Client enablement to manage software independently with a detailed working knowledge of and/or configuration of module
  • Interfolio University​
  • In-product reporting ​
  • Client business analysis, project plan with estimated timeline, roles and responsibilities, detailed communication of when implementation ends
  • 'Train the trainer’ model to manage the tool effectively post-implementation on an ongoing basis​
  • Provision access to Interfolio APIs
 
 

Faculty Search

Estimated Timeline: 8-10 weeks

 
 
 

Review, Promotion & Tenure

Estimated Timeline: 24 weeks

 
 
 

Faculty Activity Reporting

Estimated Timeline: 36+ weeks (varies with data considerations)

 
 
 

Lifecycle Management

Estimated Timeline: 12 weeks

 
 
 

Web Profiles

Estimated Timeline: 18 weeks

 
  • Project Initiation
  • Setup Data Preparation
  • Configuration Feature Verification
  • IDS Setup Mapping 
  • URL Configuration Launch

Check out this article about the Implementation of Web Profiles for further guidance.

 
 
 
Technical Services

All Products

 
 

Faculty Activity Reporting

  • Setups for ongoing data syncs to Grants, Scholarship, Degrees, and up to three (3) custom sections or attachments
  • Routine system modification support​ that is not self-service in the UI
  • Ad-hoc cloning between databases​ for FAR (excludes Staging)
  • Ad-hoc data consultation​
  • Setup and maintenance of ongoing data syncs via SFTP​
  • Daily for auto-loaded content (deltas)​
  • 1X/weekly autoloads for non-autoload content not available via the UI & provided as a delta
  • Manual loads of non-autoload bulk data loads.​
    • Cadence for Attachments, Degrees: up to 1x/monthly
 
 
Data Migration
  • Comprehensive, holistic audit of client data in source system​
  • Tailored consultation on big-picture data management plan​
  • A data preview for ~5-10 pilot group users of sample data​
  • Data migration is performed 2x maximum, upon sign-off​, within designated scope of the implementation project
  • Data migration team will work with client team to identify the correct data fields to be mapped, undertake the mapping, migrate the data and ensure the data is available for use as set out in the scope. Data migration is performed 2x maximum (1X test on sample data loaded into the system and 1x final after client approval)​
  • Pure-to-FAR migration (if applicable and not already covered by another migration source)

 

 

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