CLEAR + Salesforce - Implementation Process

This document outlines the typical process implementation flow, detailing the key stages involved in taking a process from its initial design to its successful deployment and ongoing management. Understanding this flow is crucial for ensuring efficient and effective process implementation, minimizing risks, and maximizing the benefits of process improvements.

1. Project Kickoff (Cloud Maven, Inc and the Client)

• This is the formal start of the engagement where both parties align on goals, timelines, and deliverables.

2. Install Application & Grant Login Access (Client)

• The client installs the latest version of the application.

• Required login access is provided to Cloud Maven to begin setup and configuration.

3. Answer Onboarding Questions (Client)

• The client fills out a structured onboarding questionnaire.

• This includes critical information for configuration, such as workflows, user roles, and automation preferences.

4. Configure the Application and Automation (Cloud Maven, Inc)

• Based on onboarding inputs, Cloud Maven configures the app and its automation workflows.

• Core Features (Green Box) - Available in POC/Free Trial

  • Confirm ID

  • Risk Inform

  • Adverse Media (Manual + Automated)

  • Court Search

• Advanced Features (Blue Box) – For Contracted Clients

  • Monitoring

  • Batch Alerts

  • Case Management

5. Flagging & Filtering Based on Client Requirements (Cloud Maven, Inc)

• Cloud Maven will collaborate with the business team to understand the current vetting process and underlying conditions.

• Cloud Maven will document the workflow, conditions, and provide the automation proposal to the business for sign-off.

• We will extend automation to automatically create parent records and automate the workflow based on CLEAR results.

• We will partner with the client to design and publish reports and dashboards for enhanced visibility.

6. User Acceptance Testing (UAT) (Both Cloud Maven, Inc & Client)

• The client will test the configured system to validate setup and workflow automation.

• Any issues or change requests are resolved collaboratively.

7. UAT Sign Off(Client)

• Once the client is satisfied, formal sign-off is obtained to proceed to production.

8. Production Release (Cloud Maven, Inc. & Client)

• The application is moved to the production environment.

• Final production setup and quality checks are performed.

9. Final Sign Off (Client)

• The client formally approves the production implementation.