Get Started
Once your ShareVision site is created, our training team will connect with you to line up a date and time to take your “Getting Started“ training sessions. Once you’ve completed those you should have a great sense of what you need to do to get your site up and running. If you feel you need a bit more help, you can always consult with one of our product experts to develop an implementation strategy based on your specific needs and priorities. You will also need to designate one person as the primary administrator of your ShareVision system. This person should be someone who understands your agency’s processes and will connect with your ShareVision project manager and ShareVision Support as needed.
What's involved?
The process of implementation involves setting up your ShareVision site to match your organization's specific operating procedures and process. You’ll want to assign access with individualized permissions for all your staff, import your existing data into ShareVision, and customize site content to put everything your team needs for working in ShareVision within easy reach.
How do I get my data in?
The amount of time and effort it will take to import your data will depend on the number of staff, clients and services your organization manages and the volume of data and content you need to migrate. There are two ways to do this and you will likely use both. Paper documents and forms can be scanned and uploaded to your site along with any electronic files you may have. Data such as staff, supported clients, programs, etc. is imported into ShareVision using the provided Excel spreadsheet templates. Our technical team would be happy to assist you with importing some or all of your existing data at our hourly rates, or have your team manage it without incurring any cost.
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