CaseForge 3.x · Enterprise Onboarding
Onboarding Kit
Post-sale onboarding package for enterprise CaseForge AML customers. A 30-day time-boxed program guiding your team from contract signature through go-live and into hypercare.
How to use this kit: Work through the documents in order. Each document corresponds to a phase of the implementation. Your CaseForge CSM will guide you through the program, but this kit is designed so your team can reference it independently at any time.
Program overview
The standard CaseForge enterprise onboarding runs seven weeks from kickoff to go-live, followed by a four-week hypercare period. The table below maps each document to the relevant phase.
| Document | Phase | Weeks | Owner |
|---|---|---|---|
| Implementation Guide | All phases — master reference | 1–12 | CaseForge CSM |
| Integration Checklist | Phase 2: SSO & integrations | 3–4 | CaseForge IE + Customer IT |
| Admin Training Guide | Phase 4: Training | 5–6 | CaseForge IE |
| Go-Live Checklist | Phase 5: Go-live | 7 | CaseForge CSM + Customer PM |
| CSM Playbook | Full lifecycle (internal) | 1–52+ | CaseForge CSM |
Milestone summary
M1
Environment ready — Weeks 1–2
Tenant provisioned. Customer admin can log in and email notifications are delivering.
Tenant provisioned. Customer admin can log in and email notifications are delivering.
M2
Integrations complete — Weeks 3–4
All contracted integrations connected, tested end-to-end, and confirmed by the customer IT admin.
All contracted integrations connected, tested end-to-end, and confirmed by the customer IT admin.
M3
Configuration and migration complete — Weeks 3–5
Core workflows configured, user roles set up, migrated data verified.
Core workflows configured, user roles set up, migrated data verified.
M4
Training and UAT complete — Weeks 5–6
Admin training complete. All UAT test cases passed or deferred with agreed resolution dates.
Admin training complete. All UAT test cases passed or deferred with agreed resolution dates.
M5
Go-live — Week 7
Production cutover complete. First production case created. Go-live signed off by customer PM and CaseForge CSM.
Production cutover complete. First production case created. Go-live signed off by customer PM and CaseForge CSM.
M6
Hypercare complete — Weeks 8–12
Four-week monitored period. Issues resolved. Handoff to Business As Usual support.
Four-week monitored period. Issues resolved. Handoff to Business As Usual support.
Roles and responsibilities
| Role | Responsibilities |
|---|---|
| CaseForge CSM | Overall engagement ownership, stakeholder communication, escalation point |
| CaseForge Implementation Engineer (IE) | Technical configuration, integration setup, environment validation |
| Customer Project Manager | Internal coordination, scheduling, change management, milestone sign-off |
| Customer IT Administrator | SSO configuration, network access, integration endpoints, directory services |
| Customer Workspace Administrator | User provisioning, workflow configuration, report setup |
Start here
If you are new to this onboarding kit, start with the Implementation Guide. It covers the full seven-week program and references the other documents at the right point in the process.