Stress-Free Implementation

We do the heavy lifting so you don’t have to.

Concord’s highly experienced Client Implementation Project Managers work directly with your stakeholders, along with your Concord Account Executive and Sales Engineer, to guide your smooth transition to Concord’s solutions, ensuring your people and systems are ready for launch.

A Confident Start to Your Concord Journey

How a cloud software provider handles implementation reveals a lot about what the long-term partnership will feel like. Concord’s Implementation Services focus on making your onboarding experience smooth, organized, and predictable.

What Customers Notice

Getting Your Project Off the Ground

The process starts with a clear understanding of your current environment and what success means to you.
  1. Implementation Kickoff
    Align on goals, timelines, and what a successful deployment looks like.
  2. Project Plan in Place
    Project plan outlines communication cadence, responsibilities, and timeline.
  3. Process Review and Design
    Review how your workflows function today and identify opportunities to streamline them.
  4. Security and Identity Preparation
    Validate identity, access, and compliance requirements.
  5. Reporting and Faxing Requirements
    Assess analytics needs, desktop faxing preferences, and system level fax integrations.
Getting Your Project Off the Ground

Customer feedback in their words

“All team members we interacted with were extremely helpful and more than willing to answer questions.”

Building Your Concord Environment

Once requirements are set, your system is configured
Concord Environment

Setting Up Accounts and Workflows
Creation of user and admin accounts, shared queues, default workflow settings, federation and identity connections.

Installing and Configuring Applications
We guide your team through installing Concord desktop applications and ensure everything functions correctly in your environment.

Enabling Advanced Features
Together, we review advanced feature options, help design workflow logic, and apply automation tools to your top use cases

We prioritize early wins and measurable outcomes, so your teams see value quickly.

Training, Launch, and Long-Term Support

We make sure your teams feel confident and supported throughout the process.
  1. Walking Through Your Environment
  2. Training Your Teams
  3. Handling Number Porting
  4. Supporting Your Go Live
  5. Moving Into Premium Support

See Why Our Implementation Team has an NPS Score of 84

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