Contracting Companies: Implementation

IMPLEMENTATION

A blueprint designed for IC Workforces.

Each customer receives a unique plan for their business needs to ensure a smooth transition process for the business, their teams, and the their ICs every step of the way.

IC Communications

IC Benefits

Discover.

Detailed and consultative information-gathering processes to clearly identify what is most important to your business, key requirements and desired outcomes for success when it comes to managing independent contractors.

Identify pain points

Map business needs to system functionality

Plan for compliance

Create a project timeline

Provide a solution blueprint for acceptance

Configure.

We design your workflows according to the agreed upon requirements captured in the Blueprint. This includes formatting and mapping all of your compliance documents for electronic signature, adding specified features and creating your custom onboarding and compliance management solution.

Solution build

Internal QA testing

Review & refine configuration

Confirm.

Beyond meeting the stated and documented requirements, we work closely with you and your stakeholders to validate the workflows and systems solutions.

User acceptance testing

Final configuration review

Solution acceptance

Deploy.

During this critical phase of getting our software platform into the hands of you and your ICs, we’ll walk you step-by-step through the milestones to ensure a successful deployment.

Equip client solution administrators

Deliver IC presentations and enrollment

Transition to success and settlement managers

Fund and disburse initial IC settlements

15

days to IC invites

45-50

days to IC settlement

100

net promoter score

300K+

ICs enrolled

Focused on Customer Experience.

Initial Kickoff Meeting

A 1-hour meeting with your Openforce Implementation team to review your customized workflow blueprint. We’ll also provide you with an email template, FAQs and an Openforce benefits flyer to send to your IC workforce.

Follow-Up IC Comms

We'll send a series of text messages and emails to your ICs to inform them about Openforce and prepare them for their upcoming enrollment.

Configuration Review

Approximately a week after kickoff, we'll review the system setup with you and agree on the IC enrollment workflows. You’ll want to include the same stakeholders from the kickoff meeting.

Enrollment Kickoff

We'll officially invite your ICs via email and text message with a direct link to complete their enrollment on the Openforce platform.

Initial IC Comms

We'll ask you to confirm that you’ve communicated the transition to Openforce with your ICs. Feel free to use the materials we’ve provided to you at the kickoff meeting as templates.

Daily IC Grid Management

You’ll need to be active in your Openforce Enrollment Grid on a daily basis at this point to avoid IC enrollment or settlement delays.

IC Enrollment Nudging

Everyday until your first settlement date, we’ll send friendly nudges to ICs via email and text message to help make certain ICs get enrolled, contracted and paid quickly.

Client Success Transition

Once all your initial ICs are onboard and receiving settlements, we'll then part ways as we transition you to your very own Client Success Manager and Settlement Services Representatives. Sad to say goodbye, but you’ll be in great hands!

Building IC Relationships

As soon as your ICs complete their enrollment, we'll send a series of email communications to show them around their Openforce portal as well as how to utilize the many money-saving benefits we make available to them.