Gatekeeper Implementation | Project Charter

 

To ensure the successful implementation of Gatekeeper, we would like to agree on the following Project Charter with you.

This ensures 100% clarity on our mutual engagement and supports our Solutions Engineer to work with your team to secure value with Gatekeeper most efficiently and effectively. 

Your Gatekeeper Project Team

Gatekeeper will provide you with named team members with the following responsibilities.

Role name Description Responsibilities Time Period
Account Executive

The team member that worked with you through the buying process.

They will have supported you in documenting the agreed Success Criteria for the initial phase of your Project.

 They will have agreed on the terms of your initial Order and are responsible for ensuring a smooth transition into the implementation phase. Entire project duration
Solutions Engineer Your assigned Solutions Engineer (SE) will guide your appointed Gatekeeper Administrator (GA) through the configuration of Gatekeeper during each week of the implementation timeline. Guiding and assisting your Gatekeeper Administrator (GA) through Implementation, providing training for each milestone to ensure your GA is empowered as an administrator of the platform for your ongoing, long-term success. *

Ongoing
Account Director Your primary point of contact at Gatekeeper, who is dedicated to your success on our platform. They will become your ongoing commercial contact, ensuring your lasting ROI on our platform. Ongoing

 

Escalation

In the unlikely event, you are unhappy with the service received from one of your Gatekeeper Project Team, the following escalation avenues can be requested:

Level Role Name Responsibilities
 1st Regional Professional Services Leader Leading the function and team within the region.
2nd VP of Customer Leading the Customer Teams globally.
4th CEO Leading the company.

 

Your Team

Role name Description Responsibilities Time period
Implementation Project Lead The main point of contact for Gatekeeper during the implementation. Coordination of resources to ensure availability during the Project. Entire project duration.
Gatekeeper Administrator (GA)

The user or users that will be trained on Gatekeeper by the Solutions Engineer throughout the implementation. 


This may be a group of users and/or the same person as the Implementation Project Lead.

 Will provide guidance on the configuration of Gatekeeper, sign off on workflow processes and conduct testing, attend each implementation call, and serve as your organisation’s administrator for Gatekeeper. Ongoing.
IT Lead A technical contact for any configuration of SSO or integration services listed on your order form.  Ensuring the appropriate technical responses are provided to support the configuration of Gatekeeper. As needed. 
Gatekeeper Champion

The Champion will oversee the successful roll-out of Gatekeeper, promote its use, complete Train the Trainer training, lead User Acceptance Testing (UAT), and ensure ongoing adoption within their organisation

This may be the same user as the Implementation Project Lead and/or Gatekeeper Administrator.

Attending implementation, steering committee (SteerCo) and enablement calls, helping ensure the successful adoption of Gatekeeper at your organisation.

Also, coordinating with your Gatekeeper AD on a regular basis for ongoing discussions on business goals and objectives, and any wins or challenges you face in your roll-out, adoption, and usage of Gatekeeper.

Entire relationship
Project Sponsor Organisation's executive who is ultimately responsible for ensuring Gatekeeper is providing a positive ROI by solving for business challenges faced prior to using Gatekeeper. Responsible for managing and optimising the use of Gatekeeper within your organisation, including all commercial dialogues like purchases and renewals. Entire relationship

 

Joint Implementation Commitments

All Gatekeeper implementation projects have a defined start and end date along with weekly calls to ensure project momentum to secure first value for you and get you operational on our platform.

To ensure the availability of implementation resources, we listed our joint commitment to you and our expected turnaround time from our respective teams.

Project Item Gatekeeper Commitment Your commitment
Project Duration - 5 -21 weeks (dependent on your Plan and Modules)

Project team resources applied for the entire Project Duration 

The Project Duration has fixed Start and End Dates.

 Your resources are applied between the Implementation Start Date and End Dates when your Implementation Consultant is applied to your account.  
Implementation Milestone A shared, measurable, agreed definition of implementation success by the Implementation End Date. A shared, measurable, agreed definition of implementation success by the Implementation End Date.
Kick-off Call


We will present & introduce the Project team, including your Account Executive and Solutions Engineer.

 Present & introduce your Project team and lead contact for the Implementation phase of your relationship with Gatekeeper.
Implementation Start Date Have the team ready for this mutually agreed Start Date to begin Implementation.  Have the team ready for this mutually agreed Start Date to begin Implementation. 
Implementation End Date The agreed End Date for the Implementation Phase of our relationship.  The agreed End Date for the Implementation Phase of our relationship. 
Adoption and ROI Maximisation Post-implementation, your SE and AD remain assigned to your account to support adoption and maximise ROI, with your AD providing commercial guidance.

Regular Executive and Adoption reviews will take place.		 Your resources will be available to attend regular reviews to discuss the value derived from Gatekeeper and agree on additional success criteria to be met.
Data Migration Assistance and advice in importing your data Providing a finalised data set ready for import
Weekly calls Resources available on the same agreed slot per week Resources available on the same agreed slot per week
Workflow Diagram We will apply your feedback within 3 business days Provide feedback/signoff within 4 business days
Workflow Testing We will apply your feedback within 5 business days Provide feedback within 4 business days

 

Pausing your implementation with Gatekeeper

To ensure the availability of resources for your project we need to plan our implementations around defined start and end dates. Should you need to pause your implementation within the agreed project timeline we are able to support one pause of up to 2 weeks. Please plan to provide the dates of any pre-planned pause time prior to the kick-off of the project.

In the unfortunate situation where you need longer than 2 weeks from the agreed project duration, we will need to place your project into ‘On hold’ mode for up to 2 months. In this event, your Solutions Engineer will be assigned to another project and we cannot guarantee they will be available when you are ready to begin your implementation project. We will need up to 4 weeks to assign the same, or a new, Solutions Engineer.

Communicating with Gatekeeper

All communication with our team will be via the approved Gatekeeper systems and channels. We regret that we are unable to join external customer messaging platforms such as Slack as we need to measure performance to provide you with the highest level of service.

Our standard Implementation includes one weekly call during the project for a maximum of 60 minutes.