Implementing PageUp


Implementation methodology

At PageUp, we have a tried and tested implementation approach. Projects are structured across five phases, from planning through to configuration, user acceptance testing, go live and stabilisation. Our established templates, tools and processes support each of these phases and the delivery of project milestones and objectives.

We have outlined a few things that will make your implementation experience unique as a PageUp client.

Regular iterations

The constant rhythm of iteration reviews helps the project run smoothly and means you don’t become overwhelmed.

We run regular iteration reviews during system configuration. This means we break up the system into manageable ‘bite size’ chunks, make decisions and configure one aspect at a time. We share our experiences and best practices during each iteration review and help you - our client - understand how the system works so that you can configure it best for your business. Pre-planning means that all of the iteration reviews are scheduled upfront and you can come prepared to focus on one particular aspect of the system.

Learning and knowledge transfer

We give you the knowledge and power to make sure the system is always adding maximum value.

Our team will consult with you and teach you through the project. Your role is very ‘hands on’ and we ask you to participate in system configuration, with our guidance and support. This is intentional. It empowers you to set up the system to best meet your business needs and develops your internal capability to maintain and optimise the PageUp system on an ongoing basis.
At PageUp, user enablement is one of our corporate goals. The design of our product, as well as our implementation approach, work together to support this.

Implementation team

Clients tell us they love working with the professional and capable members of our team.

PageUp has defined global performance benchmarks to make sure that you have a great experience through implementation. System savvy is complemented with consulting and teaching skills, and your dedicated implementer is well-equipped to act as your personal PageUp Coach throughout the project.

Enterprise implementation process

Diagram of the enterprise implementation process

The PDF below illustrates the different roles and typical steps in the PageUp enterprise implementation process.

Link to PDF

Project phases

Use the information below to learn more about the different phases of an enterprise project.


This phase includes the steps to:

  • Assemble the project team
  • Run a kickoff meeting to establish goals, timeframes, roles, etc.
  • Prepare a project plan
  • Prepare an iteration schedule to outline the sequence and timing of each design/configuration iteration
  • Create an instance and pre-configure based on best practises
  • Initiate website/intranet work
  • Sign off the project plan and schedule.

Resources for PageUp implementers:

  • Kickoff agenda template
  • Sample project plan
  • Sample schedule
  • Iteration design document.

Configure and Validate

This phase includes the steps to:

  • Perform an end to end walkthrough of the pre-configured system
  • Detailed configuration of all elements of the system
  • Iteration reviews throughout the configuration stages
  • Superuser training
  • An end to end walkthrough of the final configured system

Resources for PageUp implementers:

  • Example onboarding portal layout.
  • Jobs pages / Careers site setup guide.
  • Design document template, used to document the full system design.
  • Standard Workshop agenda.

Acceptance Testing

This phase is an opportunity for the client to test the system to confirm that it meets the requirements agreed upon in earlier phases.

Resources for PageUp implementers:

Ready for Service

This phase includes the steps to:

  • Conduct any new user training required
  • Go live with the system.

Stabilisation and Support

This phase includes the steps to:

  • Stabilise the system during the roll-out
  • Transition from an implementation project to business as usual and handover to the PageUp Client Portfolio Management team for ongoing support.

Resources for PageUp implementers:

  • Transition to Support template.



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