Commercial scope
Confirm product, users, sites, modules, integrations, support level, data responsibilities and success measures.
Output: agreed scopeImplementation depends on the product. Self-service users can begin quickly; institutional customers require configuration, governance and validation before production use.
Confirm product, users, sites, modules, integrations, support level, data responsibilities and success measures.
Output: agreed scopeCreate organisation structure, permission groups, roles, branding and initial module configuration.
Output: configured workspaceConnect contracted data sources or APIs only where lawful, technically supported and necessary.
Output: validated connectionsTest workflow, evidence states, security controls, access, auditability, privacy and agreed acceptance criteria.
Output: launch checklistTrain users, activate production access, publish operating procedures and define support/escalation routes.
Output: production launchReview usage, response times, data freshness, workflow outcomes and commercial value against the agreed baseline.
Output: optimisation planThese are indicative planning ranges, not guaranteed deployment times.
Public/core tools can be used without institutional implementation.
Individual access can be self-service; practice workflows and permissions require configuration.
Depends on users, sites, workflow scope, SSO, integrations and data onboarding.
Workspace and portfolio configuration; enterprise data/API scope may extend this.
Self-service for individuals; institution workspaces require user/project configuration.
Public-sector pilots and national programmes require agreed governance, scope and data sources.
Select your role and objective first. Institutional customers can then submit a scoped enquiry with the correct product already identified.
Find my product