Phase details

From first conversation to full adoption

A typical two-to-six-month journey from signature through hypercare and formal handover, organized into six clear phases. Ongoing Customer Success continues afterward.

Action for youmarks every place your team completes a questionnaire or gives written approval. You'll complete three questionnaires before scope is finalized and sign off at four key points: scope, migrated data, testing, and go-live.See all forms in one list

New to these terms? Hover or tap: Kickoff · Discovery · Scope · Data migration · Testing (UAT) · Go-live · Hypercare · Handover

Phase 1 · Before signature

Evaluate

Before anything is signed, we agree what you need, how complex it is, and exactly what has been promised.

Action for you

Evaluate questionnaire. Sent by your Account Executive before contract. Your agency's structure, goals, systems and scope, so your proposal is priced right. Completing it unlocks your proposal and contract.

Open the Evaluate questionnaire

Solution shaping

We shape the proposed Momentum AMP solution, assess implementation complexity, and write down every capability discussed during the sales process.

You receive: A clear proposed solution and a record of every commitment made to you.
Done when: The solution, tier, assumptions, and commitments are ready for commercial review.

Commercial and security

Commercial terms, security, legal, and compliance questions run alongside contracting.

You receive: Resolved commercial and security requirements and a clear contract path.
Done when: Requirements are resolved and the contract is signed.

Phase 2 · 1–2 weeks

Commit

Paperwork is done. We stand up your project, meet your team, and agree how we will work together.

Action for you

Project set-up questionnaire. Sent by your Delivery Lead right after your contract is signed. Your project team, agency record, staff and producer lists, and sign-on. Completing it unlocks the Discovery workbook.

Open the Project set-up questionnaire

Handoff

Your agreement is signed and your account moves from the sales team to the implementation team.

You receive: A named implementation lead and confirmation of everything you have purchased.
Done when: The implementation team has everything they need to start.

Setup

We create your project workspace, governance logs, and communication plan before anyone joins a call.

You receive: A project plan, a communication plan, and a clear list of who does what.
Done when: Your project is set up and your team roles are confirmed.

Customer kickoff

We run the kickoff meeting: introductions, the roadmap you are reading now, timelines, and what we need from you.

You receive: The roadmap, the meeting cadence, and a written list of your obligations.
Done when: Everyone knows the plan, the cadence, and their responsibilities.

Phase 3 · 2–4 weeks

Define

We map how your agency works today, agree what will be built, and you approve the scope in writing.

Action for you

Discovery workbook. Sent by your Delivery Lead during discovery, after Project set-up. If you need discovery before pricing, it may be sent right after the Evaluate instead — documents and uploads aren't needed until your contract is signed, and we'll re-confirm your answers at kickoff. How your agency works today: workflows, data, carriers, finance and reporting. Completing it lets us write your scope.

Open the Discovery workbook

Action for you

Scope sign-off. At the end of discovery, before building starts. You approve the complete implementation baseline, including the questionnaire and discovery sources, Order Form choices, open items, and any custom-work feasibility decision. Building starts after this, and later changes follow change control.

Open the Scope sign-off

Discovery

Working sessions where we document how your agency operates today and what your platform needs to do.

You receive: Documented requirements, a data mapping workbook, and an agreed training plan.
Done when: Requirements are captured and anything out of scope is written down.

Scope sign-off

We present the scope document. Once you approve it, dates become commitments and the build starts.

You receive: A scope document and a dated delivery plan.
Done when: You have signed the scope document.

Action for you · Your approval: Scope approval

Phase 4 · 4–12 weeks

Build

We configure Momentum AMP, move your data, test it together, and train your team.

Action for you

Data accuracy sign-off. Sent by your Data Migration Lead after the final trial conversion. After the final trial conversion, you confirm record counts and samples meet the agreed tolerance, trust and bank balances reconcile exactly, and every exception has an owner. This authorizes the final conversion plan.

Open the Data accuracy sign-off

Action for you

Testing sign-off. Sent by your Delivery Lead once your agency's testing is complete. You confirm every in-scope deliverable was tested or explained. It can't be signed while a Severity 1 or 2 issue is open; any Severity 3 or 4 issue needs a workaround, owner and target date. Signing unlocks training and go-live readiness.

Open the Testing sign-off

Build

We configure Momentum AMP, build agreed workflows and integrations, and show you progress on a regular demo.

You receive: Regular demos and a record of what has been built and accepted.
Done when: Everything in scope is built and shown to you.

Data migration

After the final trial conversion, you review counts and samples, confirm trust and bank balances exactly, and assign every exception before authorizing the final conversion plan.

You receive: A migration report and a data validation review.
Done when: You have confirmed in writing that your data is correct.

Action for you · Your approval: Data accuracy sign-off

Testing

Your team tests every in-scope deliverable in a production-equivalent environment. Untested items are explained; Severity 1 and 2 issues block approval, and lower-severity issues need a workaround, owner and date.

You receive: Test scripts, a defect log, and the resolution of anything blocking.
Done when: Your project manager and Delivery Lead sign; training and go-live readiness may then proceed.

Action for you · Your approval: Testing sign-off

Training

After testing is signed off, we train your team on the categories you purchased, matched to how your agency actually works.

You receive: A training schedule, session materials, and attendance records.
Done when: Your team is trained and ready to work in Momentum AMP.

Phase 5 · 4–6 weeks

Launch

We make a joint go / no-go decision, switch you over, and stay close through the first weeks.

Action for you

Go-live sign-off. Sent by your Delivery Lead at the go / no-go meeting, before the switch-over. Before final conversion, you confirm the prior sign-offs, readiness evidence, switch-over owners and dates, accepted issues, and your decision: Go, Go with named conditions, or Not ready.

Open the Go-live sign-off

Go-live

Before final conversion, we verify all prior sign-offs and readiness evidence, assign every cutover action, and record a Go, Go with conditions, or Not ready decision.

You receive: A cutover plan, cutover notices, and the go / no-go decision record.
Done when: You are live on Momentum AMP.

Action for you · Your approval: Go / no-go decision

Hypercare

Hypercare. We stay close, fix issues quickly, and track how Momentum AMP is being used.

You receive: A hypercare log and rapid response to anything that comes up.
Done when: Issues are resolved and usage is steady.

Steady-state Handover

We confirm your administrators hold Momentum AMP and that business-as-usual support routing works before releasing the account from hypercare.

You receive: Confirmation that hypercare exit criteria are met and your administrators hold the system.
Done when: Hypercare exit criteria are met and steady-state ownership is accepted.

Phase 6 · Handover, then ongoing

Adopt

Formal handover completes implementation; your long-term support and Customer Success relationship continues afterward.

Your Customer Success Manager will schedule regular reviews with you.

Handover

We confirm everything is running as business-as-usual, then hand you over to your long-term support team, with nothing outstanding.

You receive: A Stage 12 Handover Record and named ongoing contacts.
Done when: No open risks remain, support routing is proven, and your ongoing team is in place.

Grow

Regular business reviews to check Momentum AMP is delivering, and to plan what comes next.

You receive: Business review sessions and an agreed plan for future phases.
Done when: Ongoing — this continues for the life of the partnership.

Optional route · Stages 4–8 · quoted and priced separately

Custom development (exception only)

Custom development is outside the standard Momentum AMP implementation. It is only considered when a requirement genuinely cannot be met with standard configuration, and it is quoted and priced separately from your implementation.

You receive: A written scope of work and change order, quoted and approved before any work begins, with built functionality tested and accepted before go-live.
Done when: The custom work is approved and priced separately in writing, built outside the standard timeline, and tested and accepted during UAT.
Who takes part: Your project lead, our engineering authority, and your executive sponsor for written approval.

Prefer to watch it? Play the narrated walkthrough, or read the FAQs.