The Interfolio Implementation Services team will schedule the kickoff meeting with the Institutional Project Team. The purpose of this meeting is to:

• Define goals, objectives, and priorities
• Understand project milestones and deliverables
• Identify project roles
• Tailor the overarching project plan.

Following the kickoff meeting, Interfolio will lead/conduct the client business analysis through a series of discussions, followed by an introduction to deployment planning. Additionally, they will review the project management tool and establish meeting cadences to ensure that the team is meeting regularly to discuss progress, timeline, and potential risks.

Based on the information gathered during client business analysis, the Interfolio Implementation Services team will begin initial configuration and build-out of the FIS.

The Interfolio Implementation Services team will begin this phase by demonstrating product functionality while reviewing the configuration with the Institutional Project Team. This knowledge transfer will ensure the Institutional Project Team has a solid understanding of the solution and will empower the client to fine-tune configuration to meet their institution specific use cases.

Upon completion of the Apply phase, the solution is ready for deployment! Deployment is the realization/execution of the above three phases. The Interfolio Services team will perform a debrief on the implementation and transition the client to ongoing/long term support resources. The institution will be provided with ongoing access for all end-users to our online knowledge base, user guides, webinars, and to any of our e-Learning courses post deployment.

Executive Sponsor 

(Typically the Provost; Vice Provost, Assistant Provost for Faculty Affairs, Dean of Faculties)

• Provides oversight and guidance and regular feedback to the implementation team 
• Has a vested interest in the implementation of the project from kick-off to close as well as long term interest for successful adoption 
• Links project to organizational strategy and faculty investment 
• Champions initiatives throughout organization by being active and visible within the academic community 

• Coordinates participation and activities from stakeholders, including academic and technical experts 
• Manages all University tasks in accordance to project plan and monitors delivery while identifying and mitigating project risks 
• Assures validation of implemented site (User Acceptance Testing) 
• Communicates closely with Implementation Team and Executive Sponsor 
• Facilitates user training and roll-out 
  Transitions technology ownership to appropriate technical and academic owner

• Responsible for configuring the Interfolio products and dedicated resource post implementation. 
• Supports, maintains, and administers Interfolio during and after implementation 
• Serves as end-user support for faculty and faculty affairs 
• Maintains user access and controls 
• Monitors utilization and training needs 

• Manages on-going data transfers and integrations from University to Interfolio product 
• Responsible for building and managing any data integrations 
  Setup Single Sign on (SSO) 
• Extracts data and builds scripts or jobs for automating data feeds

• These are the data owners or data stewards. 
• Have detailed knowledge on the current data environments, how data is accessed today, and reporting needs of the organization 
• Enhance basic information with details on faculty service, research, publications and teaching 
• Expert on faculty actions, workflows, search process, etc.