Phase 3: Implementation
Configuration, rollout & training.
You are ready to deploy CPIMS+!
You have completed implementation planning and are ready to deploy. Your deployment team is ready to operationalize with the appropriate roles and responsibilities defined in your workplan. Let’s get going!
STEP 1:
Start the deployment process.
You have already purchased the Primero/CPIMS+ service package. The Primero Team received your request and will set up the software and provision your Primero/CPIMS+ instances. Your system administrator will be provided access to the newly deployed CPIMS+ demo and production environments via email.
If you have not purchased the Primero/CPIMS+ Subscription, access the open-source and directly acquire from GitHub. Please note there will be no applied configuration or direct technical support from the Primero Team if you choose to work from the repository.
Training of System Administrator and CPIMS+ Coordinator/Core Group
Once the system is deployed, you will receive training from the designated deployment team member. This training will include the system administrator as well as the CPIMS+ lead and related focal points for each agency. Training materials have been jointly developed by the CMTF and Primero Team. Click here to access the CPIMS+ User Guide, CPIMS+ Administration Guide, Training Videos, and PowerPoint slide deck and go to the Primero Support Hub find answers to any questions on support.primero.org.
Outcome:
The System Administrator has received credentials to access the demo and production environment. This step is required to be completed to progress to the next step.
Templates for this step:
CPIMS+ User Management Videos for Administrators
CPIMS+ Configuration Videos for Administrators
CPIMS+ User Guide for Case Workers and Managers
Training Videos for Case Workers and Managers
PowerPoint slide deck for Case Workers and Managers
STEP 2: Configure the demo environment (in line with Phase 2, Step 1).
The CPIMS+ implementation (consisting of a demo instance and a production instance) is configured with the CMTF Forms and Fields. The System Administrator will need to make further configuration to align to your SOPs. All configurations are made in the demo environment. This can be done by the in-country team. In the demo environment, you can make configuration changes and test those changes. Primero has been designed and tested to allow many users to interact with a common data set, allowing us to set granular permissions to allow the app to facilitate your programme while protecting data confidentiality.
Outcome:
The demo should be configured to be aligned to the way the real system should be. This step is required to be completed to progress to the next step.
Templates for this step:
STEP 3: Testing and verification.
It is recommended that after go-live, the demo can be used for training and configuration changes. The demo environment will be an exact replica of the production environment. It is the responsibility of the system administrator to maintain the demo environment and they will be trained on how to do this.
Conduct User Acceptance Testing (UAT) by in-country CPIMS+ Team.
Update the configuration based on feedback from testing.
Rollout
Training
Outcome:
The configuration of the system is finalized. This step is required to be completed to progress to the next step.
Templates for this step:
STEP 4: Data migration preparation and data cleaning (if applicable).
To ensure data is safely and securely transferred from legacy and partner systems, the Primero Team works with in-country partners to design and implement safe and secure transfer of existing case records by:
Review our data cleaning and data migration guidance. Data cleaning must be completed to be able to proceed with migration. Once migration is complete, organizations can use the web application to manage caseloads.
Data migration will be conducted by a software vendor. Your team will work with the vendor to ensure the migration is completed correctly.
Outcome:
Migration process is defined and implemented. This step is required to be completed to progress to the next step (if migration is part of the implementation).
Templates for this step:
STEP 5: Use and Go-Live!
Prepare and execute a go-live ceremony to celebrate the success of the implementation of CPIMS+! During this ceremony, key high-level stakeholders present on the intended impact of the CPIMS+, on-going monitoring and evaluation, and scale-up of the system. Take photos and put together communications that we can share on the CPIMS+ blog and social media outlets.
Now that the system is up and running, we have tools that you can use for adoption, change management and capacity building.
You should conduct on-going data analysis, such as those required for quality control, monitoring and evaluation.
Outcome:
The system is live! Case workers, case managers and administrators are actively using the system.
Congratulations!
You have completed Phase 3: Implementation
and can now proceed to Phase 4: Production Support and Maintenance!