Implementations and plan building
Our plan building services are here to help you get your ICM system set up and working the way you need it to whether you're starting fresh or making updates. We take care of building your commission plans, setting up data and integrations, and creating reports that support your goals. Whether it's a full implementation or a plan refresh, we make the process smooth and manageable, so you can feel confident your system is set up for success.
What we provide
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Scoping
Defines project objectives, deliverables, and priorities. Establishes what is in and out of scope to ensure alignment and set expectations before work begins.
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Discovery
Gather information on current processes, systems, and requirements. This stage involves reviewing existing materials, asking targeted questions, and identifying key stakeholders to inform the project approach.
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Building
Translates requirements into system configurations, reports, and documentation. Involves setting up plan logic, workflows, and any supporting tools based on the discovery findings.
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Testing
Validates system configurations and logic through sample data and real scenarios. Identifies and resolves issues to ensure accuracy and functionality before go-live.
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Launch
Finalizes setup and moves configurations into production. Includes user walkthroughs, final reviews, and support during initial rollout to ensure a smooth transition.
Implementations
Our implementation service helps you launch your ICM system with confidence. We set up your data and integrations, build your commission logic, gather plan requirements, and train your team to manage and process commissions smoothly from day one.
Plan refreshes
Our plan refresh service supports updates to your existing ICM setup. Whether you're making small changes or rebuilding commission plans entirely, we adjust configurations, update logic, and ensure everything aligns with your current business needs.
Client success story
The challenge
A client was struggling with recurring errors in their commissions process, making it difficult to reconcile payroll with reporting each month. The inefficiencies were causing delays, frustration, and a lack of trust in their ICM system.
Our approach
We stepped in to assess their current setup, gaining a clear understanding of their plan structures, business requirements, and system pain points. Our team rebuilt their commission plans using the latest features in their ICM tool, ensuring the configuration was accurate, streamlined, and aligned with their reporting needs.
The outcome
With their plans fully rebuilt and optimized, the client now processes commissions smoothly and error-free each month. The system operates as intended, and their team has regained confidence in the accuracy and reliability of their compensation process.