Our approach to installation is based on efficiency and accuracy. Our goal is to be precise in our planning and expedient in our delivery.

Step 1

Upon execution of an agreement, we begin with a conference call in which we set our key milestone dates:  pre-installation site assessment, installation and configuration, administrator training, and end-user training. During this first conference call, we exchange contact information and determine each person’s role in the installation and rollout. We also discuss additional logistics, such as transportation and lodging for our team when we are on site.

Step 2

Next we build a project plan detailing the work that needs to be done to complete the installation. We identify critical task dependencies so everyone understands the issues that affect the installation. We assign tasks to personnel at CallCopy and at your company. This includes the technicians, telecom administrators, and operations staff (for training).

Step 3

Your system is built.  Server components are assembled and put through a rigorous QA process before software is installed.  We conduct full burn-in testing in our labs prior to shipping the server to your facility for installation.  We will also import data from the configuration workbook—which increases the effectiveness of training because we’ve installed a system that is ready for use. 

Installation & Training

After installation of the system, we will take time to monitor and optimize the system before training. This enables our technicians to ensure that any unique attributes of your environment are accounted for. It also gives time for the system to begin recording calls, so when we train your staff they will have data available.  Training is available on-site or via web conferencing.

Post-Installation Check-up

Our Director of Client Services and your Account Manager will schedule a follow up after installation to answer any additional questions you have.  Our goal is to ensure your satisfaction with the cc: Discover suite and with our service team. You will also hear back from us periodically as we announce user conferences and promote new products and features.