WHAT DOES AN IMPLEMENTATION PROJECT MANAGER DO?
Published: Aug 21, 2025 - The Implementation Project Manager is responsible for onboarding new clients through provisioning, design, and implementation while ensuring quality setup and best practices. This role involves driving platform adoption, providing technical guidance, and collaborating with solution teams and Customer Success Managers to deliver seamless integrations and strong client experiences. The manager also manages multiple projects, communicates effectively with clients, and delivers impactful design recommendations that foster confidence and long-term success.

A Review of Professional Skills and Functions for Implementation Project Manager
1. Implementation Project Manager Details and Accountabilities
- Project Management: Manage all project phases, including initiation, planning, execution, monitoring, control, and closure.
- Planning Skills: Create project plans, including deliverables, activities, timelines, and budgets.
- Team Leadership: Direct day-to-day activities of projects and staff in a matrixed organization.
- Milestone Oversight: Ensure milestones are successfully met through oversight of project vehicles and coordination of resources.
- Cross-Functional Collaboration: Work collaboratively with other departments impacting the project.
- Stakeholder Communication: Lead communication with stakeholders and team members through completion of the project.
- Status Reporting: Provide scheduled and on-demand status reports and updates.
- Timeline Management: Direct project timelines and budgets.
- Risk Management: Assess, manage, resolve, and escalate risks and issues.
- Process Tailoring: Tailor processes to meet the needs of individual projects.
- Decision Making: Make decisions based on information and input.
2. Implementation Project Manager Job Description
- Client Communication: Serve as primary point-of-contact for all project-related activities.
- Implementation Management: Responsible for ensuring a successful implementation, on time, on budget, and on quality.
- Customer Advisory: Serve as a trusted advisor to Zoomin customers during the project, providing guidance to Sales and PS teams.
- Project Synergy: Ensure synergies across each customer’s projects.
- Customer Satisfaction: Ensure the highest levels of customer satisfaction.
- Team Coordination: Coordinate all activities of the Zoomin project team and the customer from project inception through successful go-live.
- Project Planning: Devise an initial project plan, monitor the execution, and coordinate any changes.
- Resource Management: Manage and track resource scheduling and team effort.
- Progress Tracking: Track progress and report status internally and to clients during the project.
- Risk Management: Identify, analyze, and respond to project risks as they occur.
- Customer Advocacy: Passionately serve as the customer's advocate.
- Product Feedback: Provide feedback to product management and engineering regarding customers' requests.
3. Implementation Project Manager Accountabilities
- Digital Delivery: Responsible for managing all aspects of the delivery/implementation of digital solutions.
- Project Coordination: Coordinate execution across multiple projects and drive shared approach and outcomes tracking.
- Customer Management: Manage customer relationships, maintain regular customer contact, and manage expectations.
- Schedule Management: Responsible for developing and managing project schedules, budgets, and quality.
- Meeting Leadership: Lead key project meetings and ensure ongoing communication of progress against program objectives.
- Stakeholder Engagement: Meet regularly with project stakeholders to review project progress, status, and metrics.
- Progress Tracking: Track program status and metrics to ensure milestones and internal/external commitments are met.
- Team Leadership: Lead cross-discipline teams to establish an integrated plan to deliver team commitments.
- Deliverable Oversight: Manage the work deliverables of the platform/product/solution and its components.
- Risk Management: Manage risk and dependencies between projects and organizations.
4. Implementation Project Manager Duties and Roles
- Issue Resolution: Proactively identify and resolve issues and make recommendations.
- Scope Management: Ensure that the project and PO scope cover all project requirements.
- Partner Coordination: Work with external partners to ensure that the technical content and quality deliverables are met.
- Technical Planning: Participate in the establishment of technical objectives, work plans, and schedules for projects.
- Solution Delivery: Ensure the solutions are delivered within the scope of the project contract or maintenance agreements.
- Benefits Analysis: Conduct post-installation benefits analysis and achieve successful project closeout.
- Product Feedback: Provide feedback to the Product Line and Development teams for product improvement.
- Product Implementation: Participate in early-stage product installations and create efficient delivery processes for new products.
- Process Improvement: Define and implement processes for improving project delivery capabilities and team competencies.
- Documentation Management: Assure proper documentation of technical data generated for the assigned projects and/or tasks consistent with current policies and best practices.
5. Implementation Project Manager Responsibilities and Key Tasks
- Project Management: Manage Payroll and HR projects from Point of Sale to handover into BAU.
- Process Documentation: Produce and maintain project process and documentation from scratch.
- Implementation Transition: Ensure smooth transition from Sale into Implementation and Tech.
- BAU Transition: Ensure smooth transition from Implementation into BAU.
- Customer Liaison: Liaise with customers and set key timescales and milestones throughout.
- Service Adoption: Encourage adoption of excellent customer service.
- Multi-Project Handling: Deal with multiple small-to-medium projects.
- PMO Support: Support the set-up of a new PMO function.
- Project Closure: Ensure final walk-through is completed.
6. Implementation Project Manager Roles and Responsibilities
- System Implementation: Lead the migration and implementation of a company-wide Learning Management System which provides training and enablement to employees, partners, and customers.
- Stakeholder Collaboration: Collaborate effectively with internal stakeholders across various functions (IT, HR, GTM, Legal, Enablement).
- Requirements Analysis: Identify functional and system requirements and success criteria while helping drive cross-functional alignment.
- IT Alignment: Help drive cross-functional alignment and decisions required across IT.
- Requirement Negotiation: Negotiate competing requirements across business owners and establish project direction with business leaders.
- Vendor Partnership: Partner with the LMS vendor's Professional Services implementation team.
- System Deployment: Successfully deploy the enterprise Learning Management System.
- Risk Mitigation: Routinely identify, assess, and develop mitigation plans for events that could impact the success of the program.
- Dependency Management: Build in mitigation plans anticipating dependencies and risks.
- Adaptive Planning: Actively replan with business and delivery teams, and reset expectations throughout project delivery.
- Team Commitment: Build commitment with delivery teams and business partners.
- Issue Resolution: Effectively address project risks and issues.
- Bottleneck Management: Help identify project/program bottlenecks and proactively communicate and monitor resolution.
- Progress Communication: Communicate project progress by a variety of mediums, leading status meetings, email/Slack communications, and developing project presentations.
- Information Sharing: Ensure that information related to progress, issues, and risks is being communicated with the project teams, business owners, and sponsors.
7. Implementation Project Manager Responsibilities
- Implementation Management: Manage the end-to-end Lender and Financial Advisor Firm implementation process from initiation to closure.
- Strategy Documentation: Produce implementation strategy documents, project plans, and management reports.
- Stakeholder Coordination: Establish weekly cadence with ACE and client stakeholders, publish meeting minutes, log open items, and drive project plan deliverables.
- Risk Management: Identify, report, and manage the risks/issues throughout the implementation process.
- Cross-Functional Leadership: Lead and participate in cross-functional teams.
- Deliverable Assurance: Ensure project deliverables are in line with client expectations.
- Data Validation: Perform data validation analysis and remediate deficiencies.
- User Training: Schedule end-user SSO access, training sessions, and surveys.
- Project Closure: Close out implementation projects, documenting non-standard configurations.
- Service Handoff: Provide proper handoff to ACE Service and Sales groups.
- Software Project Management: Project management of software development or technical operations projects.
- Help Desk Support: Support the ACE Service and operations help desk.
- User Acceptance Testing: Responsible for User Acceptance Testing of software releases.
- Release Documentation: Prepare release documentation, including client release notices, product specifications, and FAQs.
- Business Analysis: Document business use cases and assist with user stories.
8. Implementation Project Manager Duties
- Implementation Oversight: Lead and monitor the full implementation process.
- Deliverable Management: Ensure all tasks are completed on time and deliverables are met according to contract specifications (e.g., customer assets received and integrated into the site, internal and external quality assurance testing is accomplished, and the project is launched into production).
- Strategic Planning: Develop comprehensive strategies that align business needs, product offerings, and industry best practices.
- Best Practices: Ensure that best practices are implemented and decisions are documented throughout the launch/refresh process.
- Process Improvement: Look for opportunities to improve and automate processes, templates, and tools to scale project management and implementation/refresh processes and other projects.
- Lifecycle Management: Follow Appen standards to manage projects through the project life cycles of initiation, planning, execution, and closure.
- Deployment Coordination: Organize on-site deployment efforts, including scheduling and support resources.
- Onboarding Oversight: Oversee general implementation activities and process onboarding with recommendations on critical metrics that matter specifically on projects as part of the creation of the scorecard.
- Product Collaboration: Work with the product team to deploy pilot programs and provide routine feedback from multiple stakeholders.
- Pilot Ownership: Responsible for overall ownership of pilot projects, project onboardings, and proof-of-concept projects until fully transitioned to operations.
- Executive Reporting: Prepare to brief executive staff, both internal and external, on project status, risks, and key opportunities.
9. Implementation Project Manager Details
- Team Collaboration: Work closely with the Senior Project Manager, the rest of the project management team, and the Quality Organization, assuring full alignment with the overall project.
- Process Adherence: Ensure adherence to project management processes for Quality projects.
- Phase Management: Guarantee definition and formal gates between Design, Execution, and Finish phases.
- Project Coordination: Guarantee project development and execution in alignment with site objectives and deadlines by coordinating the Quality project team, assuring timely decisions and completion.
- Multi-Project Oversight: Oversee multiple concurrent projects (QC, QA, etc.), keeping all on track and on budget while meeting regulatory and compliance requirements.
- Resource Monitoring: Monitor and support the agreed time allocation of the Quality team members.
- Issue Resolution: Work on any issue resolution with the Quality organization and the project management team.
- CapEx Reporting: Report monthly the current CapEx status.
- Capital Forecasting: Forecast for all Quality projects' capital activities to the Senior Project Manager.
- Program Support: Provide support for the program and its management team.
10. Implementation Project Manager Key Accountabilities
- Project Transition: Effectively transition client projects from the Sales team to Operations.
- Project Management: Responsible for scoping, planning, executing, resourcing, and monitoring assigned projects to keep on schedule and on budget.
- Progress Monitoring: Monitor projects on an ongoing basis, evaluating progress and quality, managing the issue resolution process, and taking corrective action.
- Pre-Planning Oversight: Responsible for project pre-planning, milestone tracking, execution, oversight, and lessons learned activities and objectives, involving all relevant stakeholders and ensuring technical feasibility.
- Performance Measurement: Measure project performance using appropriate reporting systems, tools, and techniques.
- Client Needs Analysis: Clearly understand client needs and identify programs to meet those needs.
- Client Communication: Communicate with clients to obtain setup requirements, establish clear parameters, and understand client expectations in return.
- Program Customization: Customize programs, vetting with the manager as to setup, and obtaining sign-off on any additional costs.
- Executive Presentation: Able to prepare and present to senior-level executives with an appropriate level of information and duration.
- Vendor Oversight: Monitor vendor activity to ensure timelines and service-level agreements are being met.
- Vendor Communication: Ensure clear communication throughout the process by dealing directly with vendors to resolve or escalate.
- Risk Analysis: Analyze project risks, issues, costs, and benefits and make relevant recommendations to business and leadership.
- Risk Mitigation: Provide and implement action plans to mitigate risk.
- SME Contribution: Participate in project teams to implement large programs and provide input as an SME from an operational perspective.
- Innovation Leadership: Drive creative, innovative ways to deliver complex projects.
- Best Practices: Utilize industry best practices, techniques, and standards throughout the entire project execution.
11. Implementation Project Manager Tasks
- Implementation Planning: Responsible for developing client-specific implementation project plans, overall delivery, driving projects to meet key milestones, driving accountability, and removing obstacles on multiple concurrent projects.
- Resource Allocation: Secure appropriate internal and external resources for the execution of projects.
- Requirements Definition: Define business requirements in collaboration with the operations team for both IT and BI.
- Issue Monitoring: Monitor IT escalations and production support issues regarding impact to business.
- Business Partnership: Understand business processes and goals of one or more client accounts or internal business partners and partner with them to plan and manage their portfolio of work.
- Client Communication: Partner with operations in client communications and meetings.
- Risk Management: Document, monitor, plan, and highlight anticipated risks and issues.
- Budget Tracking: Record and monitor project actual costs vs. project budget.
- Variance Mitigation: Responsible for proactively identifying variances to the plan and developing appropriate mitigation plans.
- Team Consensus: Build consensus among the team relative to project scope, task execution, staffing, and issue resolution.
- Effective Communication: Provide clear and reliable communications to internal teams, project stakeholders, external vendors, customers, and clients.
12. Implementation Project Manager Additional Details
- Solution Design: Define quality business solutions, using standard offerings and service capabilities.
- Project Management: Manage all phases of assigned projects from initiation to closure, applying project management best practices (e.g., planning, scheduling, and risk management).
- Requirement Mapping: Define plan structures and map all client requirements.
- Plan Development: Create and maintain project plans and timelines that clearly outline task assignments/ownership, deliverables, and targets, allowing for coordinated execution and control.
- Change Management: Proactively manage project changes, risks, issues, and actions.
- Relationship Management: Manage client, advisor, and consultant relationships.
- Delivery Assurance: Ensure project delivery expectations are specified and met.
- Project Communication: Communicate project updates regularly and effectively.
- Stakeholder Engagement: Ensure all internal and external stakeholders are kept up-to-date (meetings, status updates, etc.).
- Team Collaboration: Work with multi-site project teams.
- Leadership Skills: Utilize strong leadership, influencing, and facilitation skills to coordinate and drive projects to successful completion.
13. Implementation Project Manager Essential Functions
- Implementation Planning: Assist in the planning and coordination of software implementations with timelines spanning 6 months to 2 years.
- Status Reporting: Manage weekly client status reports as well as update all communication artifacts, such as change management, for Senior PMs.
- Budget Tracking: Report project hours and budget to customer stakeholders and the management team.
- Risk Mitigation: Escalate and mitigate project risks related to budget, timeline, scope, and resources needed to customer and the management team.
- Client Workshops: Participate in on-site/off-site client configuration workshops, steering committees, and other important project meetings, including presenting formally to client stakeholders.
- Project Coordination: Coordinate the activities of several concurrent projects with drastically different schedules, scopes, and stakeholders.
- Multi-Project Management: Manage 10–15 projects with a dedicated project team staff.
- Team Leadership: Manage a project team staff of 10 with resources both onshore and offshore.
- Checkpoint Meetings: Conduct regular status checkpoints with internal teams and external teams, including the client’s resources and third-party vendors.
- Application Configuration: Partner with business analysts, developers, and client process owners to configure clients’ applications.
- System Integration: Manage system integrations, interfaces, and data migrations.
14. Implementation Project Manager Key Accountabilities
- Business Readiness: Lead aspects of project delivery related to business readiness from planning through post-implementation, with superb planning and communication skills.
- Timeline Management: Establish timelines, prioritize work, and manage stakeholder expectations.
- Team Collaboration: Work collaboratively with business and technical teams.
- Change Management: Support development, software delivery, and business change management.
- Strategic Partnerships: Build and seek out strategic relationships that will increase team output, process accuracy, improve time to market, and enhance customer experience.
- Business Transformation: Assist in maturing the enterprise’s ability to adopt and implement transformative business change.
- Rollout Planning: Support business units and functional areas to develop the rollout strategy and deployment plan (internal and external).
- Agile Facilitation: Organize and facilitate daily stand-up meetings, reviews, estimation, retrospectives, sprint and release planning, demos, burn-down tracking, and other related meetings.
- Agile Coaching: Coach the development team and stakeholders on how to use project management best practices at a sustainable and comfortable pace for the team and organization.
- Risk Resolution: Monitor team development velocity and brainstorm resolutions for risks and blockers.
15. Implementation Project Manager Roles and Details
- Delivery Assurance: Ensure the project deliverables are on time, within budget, and at the required level of quality.
- Resource Management: Identify, secure, and manage required resources both internally and with vendors.
- Task Distribution: Distribute and manage work within the sprint team (internal, vendor onsite, and vendor offshore).
- Vendor Engagement: Engage vendors and establish relationships.
- Status Reporting: Report project and program status to senior leadership.
- Task Delegation: Identify and delegate tasks with concrete due dates and criteria for successful completion.
- Deployment Planning: Engage with the Delivery Manager to create, own, manage, and execute an IT deployment plan for major and minor releases, including aspects of production, system, and business readiness.
- Facilitation Skills: Facilitate discussions and take ownership of outcomes.
- Design Collaboration: Establish design alternatives with multi-functional teams.
- Backlog Management: Collaborate with the Product Owner and business analysts in user story prioritization and product backlog grooming via emergent requirements.
16. Implementation Project Manager Functions
- Requirements Management: Help define requirements and guide the delivery team to execute on those requirements.
- Obstacle Resolution: Identify and help remove obstacles from the day-to-day operations of the team, and isolate any communication risks.
- Testing Coordination: Define testing throughout the project lifecycle and coordinate User Acceptance Testing.
- Capacity Planning: Drive capacity planning process and management for sprints, maintenance, and major releases.
- Defect Management: Facilitate and drive solutions for defect triage, deployment, and go-live activities.
- Change Management: Assist the business owner and delivery manager with change request processes.
- Cross-Functional Collaboration: Coordinate discussions with cross-functional teams.
- Dependency Tracking: Track and manage dependencies both internally and externally.
- Progress Monitoring: Proactively monitor progress, communicate statuses, risks, upcoming milestones, and recent releases to leadership teams.
- Effective Communication: Communicate effectively across all channels for project plans, milestones, requirements, and RACI.
17. Implementation Project Manager Job Summary
- Implementation Management: Utilize CipherHealth's standard implementation methodology, manage all phases of the implementation lifecycle, from sales turnover and kickoff to go-live launch and turnover to the Customer Success Management team.
- Client Engagement: Meet with the client to assess and help form project goals, scope, timeline, and deliverables.
- Project Planning: Develop, manage, and routinely publish project plans and related materials with and for stakeholders utilizing IntelliCentrics standard templates.
- Consultative Guidance: Provide consultative recommendations on product configuration and workflow based on client goals, scope, and expectations, steering the client towards IntelliCentrics’ best practices and core product capabilities.
- Stakeholder Facilitation: Facilitate and lead interaction between internal and external project stakeholders with a bias towards expediting the time-to-value cycle and lowering project risk.
- Product Configuration: Ensure configured product offerings match client specifications.
- Product Communication: Understand and effectively communicate product features, functions, and benefits to the client, emphasizing IntelliCentrics' best practices and seeking support appropriately when client requirements deviate from product capabilities.
- Product Demonstration: Demo products to key stakeholders and end users at the client site.
- End-User Training: Plan, develop, and conduct end-user training.
- Client Transition: Comprehensively transition the client to the Product Support team for ongoing routine support following established processes.
- Domain Ownership: Responsible for the assigned domain of responsibility, even in the face of events outside of one's own control.
18. Implementation Project Manager Overview
- Project Management: Manage projects from project inception through deployment.
- Quality Control: Ensure a stringent quality control process is followed for all deliverables.
- Scope & Planning: Develop and execute project scopes, timelines, budgets, and staffing plans.
- Documentation Management: Produce and maintain project documentation, including statements of work, meeting notes, status reports, change management, and client approval documents.
- Team Collaboration: Work with development, support, and QA teams.
- Deliverable Assurance: Make sure all deliverables are correctly executed and meet client expectations.
- Timeline Oversight: Drive the project team to meet the agreed-upon timelines, maintaining the critical path and overseeing the project budget.
- Effective Communication: Communicate with internal and client teams effectively.
- Expectation Management: Ensure expectations are set and all deliverables are met on schedule.
- Problem Solving: Demonstrate initiative and resourcefulness to meet project milestones, internal team needs, and client expectations.
- Stakeholder Communication: Construct clear, concise written and verbal communications that provide the details required for project stakeholders.
19. Senior Implementation Project Manager Accountabilities
- Client Engagement: Get involved with clients during early contract negotiations.
- Project Leadership: Act as the project lead and primary point of contact all the way through successful delivery of the AR solutions, and hand-off to customers and support teams.
- Partner Management: Manage relationships with key partners and retailers, establishing project goals, KPIs, and setting up the projects for success across all parties.
- Workflow Governance: Establish effective workflows and project governance, ensuring efficient communications and collaboration across all teams and contributors.
- Implementation Planning: Develop detailed project plans for each of the store implementations, managing clearly, accounting for dependencies, and pursuing opportunities.
- Outcome Acceleration: Accelerate business outcomes, reduce implementation costs, and make it a smooth process for all involved.
- Creative Problem-Solving: Understand unique project challenges and find new, creative solutions.
- Transparency Practices: Role-model extreme transparency on projects by providing broad visibility on progress, status, risks, next steps, exposing critical milestones and decision points, and bringing all the key players along every step of the way.
- Risk Ownership: Take responsibility for every risk, delay, or friction point on projects as an opportunity to learn and mature procedures, team, and ultimately the business, to gain an ever-growing advantage in this new industry.
- Process Innovation: Develop and constantly iterate on new tools, simplify and/or automate repeatable processes, templatize solutions to achieve more with less, and rapidly scale the ability to deploy new stores globally.
20. Implementation Project Manager Role Purpose
- Lifecycle Management: Manage the full project life-cycle implementation.
- Requirements Gathering: Lead workshops to collect client specifications and provide industry standards.
- Application Configuration: Configure the application based on client specifications.
- Team Coordination: Coordinate implementation solutions teams (configuration, IT, product).
- Committee Leadership: Lead steering committees and follow-up meetings.
- Risk Analysis: Identify and analyze project risks and dependencies.
- Delivery Validation: Control customer delivery and validate customer go-live.
- Performance Measurement: Measure project success and identify improvements.
- Product Knowledge: Stay abreast of new features and products released.
- Subject Expertise: Act as a Subject Matter Expert on identified topics/products.
- Knowledge Sharing: Contribute to maintaining and growing internal team knowledge.
21. Implementation Project Manager Key Accountabilities
- Customer Liaison: Act as a customer liaison, managing customer expectations.
- Project Leadership: Manage large-scale projects using win/win negotiation principles.
- Presales Support: Conduct assessments, presales, and implementation activities that require matching skills with specific agendas, services, requirements, and tasks.
- Team Assignment: Identify and review assignments of team members for these activities, including adding domain, administration, and contracts expertise.
- Account Collaboration: Work with account management teams.
- Proposal Development: Assist with the development of proposals for software and services deals.
- Risk Assessment: Complete risk assessments and participate in deal review sessions.
- Fiscal Responsibility: Assume fiscal responsibility for projects and ensure that quality assurance and test plans are included.
- Project Planning: Develop, communicate, and track all aspects of project plans with the project team.
- Conflict Resolution: Resolve conflicts between the project and other organizational units.
- Customer Satisfaction: Oversee activities with respect to customer satisfaction, change and knowledge management, as well as the overall summary for each engagement.
22. Implementation Project Manager Responsibilities and Key Tasks
- Business Analysis: Perform analysis of business and user needs, document requirements, and determine a strategy.
- Project Planning: Develop a plan/proposal for the delivery of the project, leading to client adoption and improved efficiency or effectiveness.
- Solution Advisory: Advise clients on solution adoption and integration into business processes based on a solid understanding of client businesses, industries, regulatory environments, and markets.
- Barrier Resolution: Drive success while overcoming barriers and satisfying staff, management, and stakeholder commitments.
- Committee Facilitation: Facilitate client/customer steering committees related to the broader aspects of the program/project being implemented.
- Issue Resolution: Resolve issues between the project and other organizational units in a satisfactory manner, engaging management.
- Goal Communication: Communicate project goals to those outside the project and engage management or leadership in other units to ensure customer success.
- Customer Satisfaction: Assure overall customer satisfaction through determination and attainment of project success criteria, engagement, and discussions with customers and leadership.
- Relationship Building: Build relationships with clients that characterize partnership, cooperation, and trust.
23. Implementation Project Manager Duties and Roles
- Project Delivery: Lead project delivery, driving projects to meet key milestones.
- Accountability Management: Drive accountability and remove obstacles on multiple concurrent projects.
- Business Alignment: Understand business processes and goals of client accounts and partner with them to implement their brand.
- Problem Solving: Work creatively and analytically in a problem-solving environment, demonstrating teamwork, innovation, and excellence.
- Requirement Definition: Contribute to the definition of business requirements in collaboration with the agile team.
- Client Communication: Partner with operations in client communications and meetings, providing client updates related to the project roadmap and standing client meetings.
- Variance Mitigation: Identify variances to plan and develop appropriate mitigation plans.
- Performance Standards: Responsible for performing this job successfully, an individual must be able to perform each essential duty satisfactorily.
24. Implementation Project Manager Tasks
- Multi-Project Management: Manage multiple, concurrent projects ensuring quality, on-time, and on-budget implementation.
- Project Progress: Plan, manage, and communicate the progress of the project, achieving milestones and maintaining momentum.
- Resource Utilization: Utilize a mix of global resources within a matrix environment to ensure maximum productivity.
- Implementation Methodology: Utilize Ceridian’s methodology to drive implementations to successful completion, ensuring a high level of customer satisfaction.
- Expectation Management: Set and manage customer expectations regarding project scope and timeline, Ceridian and customer responsibilities, stakeholder roles, project governance (communication, change control, escalation), risk management, and organizational readiness.
- Milestone Management: Present and manage sign-off of key milestones and deliverables, such as project kick-off, Discovery workbook, Discovery recap document, project plan, status report, steering committee report, change requests, Sandbox review, user acceptance testing, support transition, and project closure.
- Customer Transition: Effectively transition customers to Support.
- Post-Go-Live Review: Participate in project health checks and post-go-live analysis on completed projects with PMO.
- Quality Standards: Adhere to and promote the highest quality standards in project delivery and contribute to PMO.
25. Implementation Project Manager Job Summary
- Knowledge Management: Motivate the team to document solutions and leverage and contribute to a solutions repository.
- UAT Support: Assist the customer in driving the UAT process.
- Methodology Improvement: Contribute to the enhancement of the Ceridian implementation methodology and PMO.
- Best Practices: Provide feedback on tools and templates and contribute to best practices.
- Continuous Learning: Participate in continuing education sessions.
- Release Training: Complete new release training on a timely basis, and stay familiar with new and/or enhanced functionality in each product release.
- Mentorship: Mentor consultants on best practice consulting, facilitating workshops, soliciting, and documenting requirements.
- Change Management: Prepare change requests to capture changes in scope and/or timeline.
26. Implementation Project Manager Functions
- Client Transition: Oversee effective, accurate, and timely transition of new clients to Capital Rx.
- Project Planning: Establish implementation project plans, define and gather requirements, outline project objectives, and define success.
- Client Communication: Lead client communications and presentations throughout the implementation process.
- Progress Tracking: Maintain meticulous notes and constantly assess progress against key milestones.
- Risk Mitigation: Proactively identify execution risks and develop solutions to address them.
- SME Collaboration: Collaborate with internal and external subject matter experts (SMEs) to facilitate successful implementation.
- Relationship Management: Build and maintain trusting relationships with clients and associated third parties through superior customer service and oversight.
- Time Management: Demonstrate exceptional project/time management, prioritization, and organizational skills.
- Customer Satisfaction: Ensure customer satisfaction during the onboarding experience.
- Process Improvement: Support the development of internal implementation and project management best practices.
27. Implementation Project Manager Essential Functions
- Implementation Management: Facilitate project management of the implementation and integration of customer point-of-care solutions.
- Post-Close Execution: Take full responsibility for post-close responsibilities to shorten implementation-to-revenue time with the goal of 60 days.
- Lead Implementation: Serve as lead implementation resource providing effective and efficient project management of product installation and integration, utilizing implementation best practices.
- Resource Coordination: Coordinate involvement of customer, local i-STAT Solution Specialists, and other resources for executing successful utilization and adoption of i-STAT products at an accelerated rate.
- Business Protection: Protect key base business in collaboration with field sales, serving as the clinical lab resource.
- Sales Support: Support i-STAT Solution Specialists with the development and implementation of strategies to secure base business and reduce loss and declining business.
- Growth Cultivation: Cultivate growth opportunities in targeted accounts, working as the pre-close lab technical specialist.
- Pre-Close Support: Support i-STAT Solution Specialists with pre-close implementation-based activities to expand sales of the company's portfolio of products in existing accounts.
- Business Development: Develop new business for targeted opportunities.
- Process Restructuring: Engage in the process of restructuring an institution’s internal processes to better facilitate patient care utilizing APOC products.
- Educational Presentations: Make educational presentations to audiences of physicians, nurses, medical directors, departmental and hospital administration concerning the most current trends in faster therapeutic turnaround times for clinicians who require immediate diagnostic results.
28. Implementation Project Manager Accountabilities
- Client Success: Help the largest clients achieve their business goals by successfully implementing MedBridge.
- Technical Integration: Manage all technical integration (EMR, HR, and SSO) implementations across new and existing enterprise clients, including data review, testing, and troubleshooting.
- Launch Planning: Develop a custom launch plan for each new client and be responsible for all aspects of launch, onboarding, and training.
- Client Adoption: Drive client adoption and utilization in the first 30 days by innovating training materials, reporting utilization, and sharing best practices around adoption.
- Consultative Guidance: Challenge and consult with clients to think differently and make changes to their business processes with the support of best practices.
- Transition Management: Own the client transition experience from Sales to Customer Success Management, engaging with the client late in the sales cycle and taking them to early adoption.
- Deadline Management: Consistently hit deadlines and milestones (launch dates, training schedules, contract dates) by coordinating internal resources.
- Custom Development: Manage all custom development requirements or contract items needed for launch, including integrations.
- Goal Setting: Identify key goals and metrics for the organization’s use of MedBridge (such as current patient satisfaction levels).
- ROI Tracking: Collect baseline metrics before adoption to provide ROI information to the Customer Success Manager.
- Cross-Department Collaboration: Collaborate across many departments.
- Positive Experience: Drive a positive experience and activation across sales, account management, support, and sales enablement.
29. Implementation Project Manager Additional Details
- Project Oversight: Overall proactive management, execution, supervision, and coordination.
- Onboarding Management: Responsible for the zero-failure implementation of customer onboarding projects in Contract Logistics BeNeLux.
- Team Collaboration: Collaborate with substream leads and ensure that the team achieves the internal KPIs.
- Issue Resolution: Responsible for escalation of resources, problem-solving, and solution coordination on all issues that arise.
- Stakeholder Interaction: Interact and collaborate with project stakeholders and ensure an overall view is available.
- Process Compliance: Guard the application of the KN CTI standard project management and agreed reporting system during all projects.
- Governance Leadership: Prepare and execute the bi-weekly project SteerCo boards.
- Content Alignment: Ensure content is aligned by the Customer Onboarding Project Managers with their respective Project Executives and Project Teams.
- Continuous Improvement: Maintain and strengthen the existing continuous improvement culture by actively stimulating and supporting continuous improvement initiatives.
- Lessons Learned: Apply lessons learned from past customer onboarding projects to identify improvement areas.
- Quality Delivery: Drive improvement to increase performance and quality, delivering zero-failure projects on time, in scope, and within budget.
- Initiative Rollout: Roll out corporate customer onboarding initiatives/changes within the project team.
30. Implementation Project Manager Responsibilities and Key Tasks
- Client Onboarding: Onboard and implement individual clients, deeply understanding customer workflows, maintaining successful partnerships, and accelerating their “revenue-live” status.
- Resource Alignment: Orchestrate post-sale alignment of appropriate resources.
- Implementation Support: Support implementation activities from customer kick-off to production and revenue live.
- Escalation Management: Manage both business and technical owner escalations during the client implementation phase.
- Client Communication: Ensure appropriate and proactive client communications while setting realistic expectations.
- Technology Adaptability: Quickly learn new technologies and adapt to customer demands.
- Requirement Analysis: Identify customers’ requirements while recognizing potential gaps and critical success factors.
- Customer Advocacy: Advocate for customer business use cases to product development alongside the Technical Delivery Managers.
- Success Partnership: Partner closely with the Customer Success team.
- Transition Management: Ensure the successful transition of the customer post-revenue go-live.
- Process Improvement: Design and continually improve processes for implementation, including materials that enhance efficiency and customer experience during onboarding.
- Cultural Promotion: Promote, maintain, and enhance cultural values of humility, passion, inclusion, and leadership.
- Continuous Learning: Show strong passion for learning about products, fraud trends, identity solutions, and the market through in-house and independent training.
31. Implementation Project Manager Additional Details
- Client Contact: Act as primary contact for the client during the implementation process.
- Issue Resolution: Resolve issues, answer questions, and ensure expectations and deadlines are met.
- Needs Assessment: Determine the client’s product needs to ensure expectations are properly set.
- Sales Partnership: Establish and maintain partnerships with the Sales Manager and Sales Representatives.
- Client Support: Ensure that all new and current client needs are assessed and met.
- Timeline Management: Create and manage an implementation timeline, including all tasks to be completed, to ensure a successful client launch.
- Team Communication: Manage communications and meetings with internal team members.
- Task Management: Ensure tasks are being completed and deadlines met.
32. Implementation Project Manager Roles
- Scope Risk: Manage changes in project scope, identify potential risks, and devise contingency plans to ensure client needs are being met.
- Teamwork: Work closely with the Implementation team and Sales.
- Client Support: Provide outstanding support and product implementation to clients.
- Status Updates: Provide regular status updates to the Implementation Supervisor/Manager and Sales to ensure all necessary tasks are being completed.
- Documentation: Ensure all end-user documentation is complete and delivered to the client, allowing effective product utilization.
- Client Handoff: Perform a professional and thorough transition of the client to the Ongoing Support Team to finalize the implementation phase.
- Process Improvement: Make recommendations regarding needs analysis and process improvements for the implementation team.
- Training: Provide or oversee client training to ensure client expectations are met.
33. Implementation Project Manager Responsibilities and Key Tasks
- Project Management: Responsible for managing multiple complex projects at a time.
- Client Contact: Contact following the sale and customer signed approval.
- Kickoff Meetings: Set up kick-off meetings with customers to explain the onboarding process, timelines, and expectations through web conferences.
- Data Integration: Ultimately responsible for getting customer data integrated into the software.
- Project Planning: Responsible for building, delivering, and executing a project plan.
- Issue Resolution: Identify issues and effectively pivot to keep the project moving forward.
- Best Practices: Teach customers best practices for data collection and delivery.
- Workflow Training: Provide best practices and training of the services to integrate with the client's existing workflows.
- Data Validation: Format and validate data that is provided by the customer, so it can be imported into their database.
- Onboarding Success: Contact during the onboarding period and is responsible for the successful implementation of the customer.
34. Implementation Project Manager Details
- Customer Support: Respond and deliver high-quality and friendly customer support.
- Customer Needs: Understand the various needs and requirements of customers from different industries (healthcare, retail, hospitality, manufacturing, etc.).
- Feedback Reporting: Manage and report customer feedback for product improvement.
- Team Support: Provide documentation and support for the Sales and Customer Support teams.
- Implementation Management: Be proactive in managing implementations.
- Scope Assessment: Assess project scope and customer requirements to build out project deliverables and timeline.
- Workshops: Conduct workshops to guide customers through configuration options and present best practice solutions.
- Data Validation: Validate and understand customer data, site configuration, data input, documentation, and task management.
- Product Knowledge: Grow product knowledge and skills through internal training opportunities and self-learning.
35. Implementation Project Manager Essential Functions
- Client Onboarding: Responsible for onboarding new clients through provisioning, design, and implementation of their new platform.
- Platform Adoption: Ensure platform adoption and build client confidence in the Emarsys application.
- Quality Assurance: Oversee the quality of setup and ensure best practices.
- Support Reduction: Reduce the burden on the Support organization post-onboarding.
- Solution Delivery: Work with the solution team to ensure the scoped custom solution can be delivered in good quality.
- Customer Experience: Collaborate with Customer Success Managers to ensure the customer experience is of the highest quality.
- Technical Guidance: Provide technical guidance and training to the client, supporting them through setup.
- Multi-Project Management: Proficient in handling multi-project workloads with clear, demonstrable client communication planning.
- Client Environment: Fully understand the client's application environment and data.
- Design Recommendations: Provide insightful and effective design recommendations for integration in a timely and impactful manner.
36. Implementation Project Manager Overview
- Implementation Delivery: Plan, organise and manage client implementation stages to exceed client and stakeholder expectations.
- Scope Planning: Collaborate with the engagement team to define scope, goals, deliverables, and create schedules, milestones, and timelines.
- Budget Planning: Work with the Engagement Lead to establish commercial aspects of delivery, ensuring accurate budget and financial plans.
- Impact Analysis: Manage impact assessments, including customer contractual issues.
- Quality Control: Ensure quality controls and plans are defined, including managing testing stages and client communications.
- Data Migration: Manage the data migration process, ensuring a smooth cutover to the Iress solution.
- Change Control: Proactively manage and escalate deviations from delivery plans using acceptable change control procedures.
- Stakeholder Communication: Constantly communicate with stakeholders, managing expectations and reporting on progress, challenges, and solutions.
- Status Reporting: Prepare and present status reports.
- Risk Management: Manage issues and risks and implement action plans.
- Project Closure: Ensure engagement completion criteria are met, obtain final stakeholder approval, and complete the final report.
- BAU Transition: Ensure smooth transition to BAU, including upskilling the Commercial and Product Support teams.
- Lessons Learned: Conduct delivery evaluations against goals through post-implementation review.