PULSE Academy / Administration

Rollout 1: discovery

Map what the team needs before configuring anything.

Advanced · 7 minutes · Article

You'll learn to

• Run a discovery for a rollout
• Write a rollout plan

Before configuring anything, map:

• Departments and roles: which PULSE areas each needs (projects, messages, people, CRM, service desk, product).
• Work types: recurring projects that should become templates.
• Systems being replaced: what has to be migrated and what can stay as an archive.
• Security: two-step verification, SSO, retention, guests and clients.

Write this down as a short rollout plan with owners and dates. A PULSE project works well for it.

Related

• Members, roles and invitations
• What each role sees
• Plans, seats and billing
• Data, retention and exports