This guide is designed to introduce you to your Lean Library implementation project.
Introduction
The first step in your journey with Lean Library is placing your order. Once we have this the following items will start:
Implementation setup form
Your dashboard is your instance of Lean Library, and will be configured during your project.
You will have been set the implementation setup form, this contains key information we need to make your system work.
If you can't answer any questions, don't worry we can help.
Project kick off call
A member of our Customer Success Team will contact you to arrange your project kick off call. We advise you set aside 1 hour for this call, and that you have all your project team attend so all those that will be involved in the setup and rollout for your University.
This call will discuss:
- Your adoption of Lean Library and success
- Project Management
- Implementation Overview
- Overview of your dashboard and how the extension works
- Considerations
- Questions and Next steps
Basecamp
Before the project kick off call or shortly afterwards we will set you up in Basecamp, this is our project software where we will be able to keep track of the project progress. Basecamp has 3 main areas:
- Implementation Overview
- Support throughout your implementation
- Dashboard access
- Set up questions
- Review your setup
- This is a series of tasks that will introduce you to the main areas of the dashboard, where you can configure them, and how these will appear to your patrons.
- Rollout and Sign-Off
- Rollout plan and marketing Lean Library
- Implementation Sign-off
Sign off
Once all of the above has been completed and you are happy with your Lean Library setup we will complete the final sign-off and transition you into our normal support streams. As part of this we will set a date for our first regular call.