Implementation process for Chimney Home

This follows a structured timeline designed to ensure a smooth and efficient setup. Here are the key phases and activities involved below, including a graphic.

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Kickoff:

• Finalize and Sign Paperwork:
  • Complete all necessary agreements and documentation to officially initiate the project.
• Schedule Kickoff Call:
  • Set up an initial kickoff call to introduce key stakeholders, outline project goals, and establish timelines.
• Fill Out Intake Form:
  • Please fill out your Chimney Home Intake Form so our team can gather essential information for setting up your Chimney Home instance.

Setting Up Your Account:

• Admin and Offers Configuration:
  • Configure administrative settings
  • The Chimney Team will help to configure all offers, feel free to go in and edit based on what is relevant.
  • Continue refining these configurations to ensure alignment with your branding and product offerings.

Testing Phase:

• Alkami Assigns a Project Manager:
  • Alkami will designate a project manager to oversee the integration process and coordinate between teams.
• Begin SSO Configuration:
  • Start configuring Single Sign-On (SSO) to enable seamless user authentication.
• SSO Configuration:
  • Complete the SSO setup to ensure secure and easy access for users.
• End-to-End Integration Testing:
  • Conduct comprehensive integration testing to verify that all components work together as expected.
• User Acceptance Testing (UAT) Sign-Off:
  • Perform UAT to ensure the solution meets all requirements and is ready for launch. Obtain formal sign-off from key stakeholders.

Pilot Phase:

• Launch Test Packages:
  • Deploy test packages to a select group of users to validate the system in a live environment.
• Determine Full-Scale Rollout Plan:
  • Based on feedback and performance during the pilot phase, develop a detailed plan for a full-scale rollout.

Full Rollout:

• Go Live in Production:
  • Deploy the fully configured and tested Chimney Home solution to all users in the production environment.

Post Launch:

• Optimization & Measurement:
  • Continuously monitor performance, gather user feedback, and make necessary adjustments to optimize the solution.

Primary Settings and Options for Integration:

• User Targeting:
  • Pre/Bulk-Enroll Users: Automatically enroll users into the Chimney Home platform.
  • Targeting via Alkami Flux: Use Alkami’s targeting capabilities to reach specific user segments.
  • Creating a Custom Homeowner Package: Develop tailored packages to enhance the user experience.
• Integration Options:
  • Personalized Home Tile: Create a customized home tile within the Alkami app for personalized user experiences.
  • Interstitial: Implement interstitial screens to highlight key features and offers.
  • Static Menu Link: Add a static menu link to access the Chimney Home features easily.

Summary

The integration process ensures that the Chimney Home features are seamlessly incorporated into the Alkami platform, providing homeowners with a customized and engaging experience!

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