Our Proven Implementation Process

Trusted by global leaders for smooth, reliable, and expert-led launches. 

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White Glove Service

  • Every client receives a dedicated implementation team, ensuring personalized attention and seamless onboarding.
  • Proactive project management with regular check-ins and transparent communication.

Annex Cloud Advantage

  • Dedicated team, hands-on from kick-off to launch

Early Involvement

Provides seamless integration

  • We engage with your stakeholders early—marketing, IT, and business leaders—to align on goals and requirements. 
  • Detailed discovery workshops to map out your unique needs and success metrics
  • Support from product, engineering, and customer success resources. 

Annex Cloud Advantage

  • Cross-functional alignment

Data Management

Expert-led

  • Data is at the heart of loyalty. Our data architects ensure secure, efficient migration to the Annex Cloud platform and seamless integration with your existing systems.
  • Subject Matter Experts guide your migration strategy for an optimized transfer of your member data and history. Our team seamlessly handles large clients with billions of data fields to migrate.
  • Our SMEs will also work with your team to build out the data needs and reporting your team needs to execute loyalty.

Annex Cloud Advantage

  • Standardized and strategic for seamless, secure transfer

Timeline & Flexibility

Accelerated, flexible implementation

  • Our SaaS platform is designed for efficient deployment, adapting to your evolving needs without IT bottlenecks.
  • Flexible configuration allows you to launch quickly and scale as your program grows.

Annex Cloud Advantage

  • Tailored, milestone-driven  and aligned to your needs

Ongoing Success

Success beyond launch

  • Hypercare, managed by Implementation and Customer Success, ensures your new program is running smoothly as customers settle in. 
  • Post-hypercare, your dedicated Customer Success Manager remains engaged, offering ongoing optimization, training, and strategic guidance. 
  • Benefit from regular platform updates and new features that enhance your loyalty offerings, as well as QBRs with our loyalty experts.  

Annex Cloud Advantage

  • Strategic, proactive real-time solutioning with product experts 

Pre-contract

Full technical alignment between tech organizations informing a robust SOW.

Discovery & Planning

Collaborative workshops to define goals, KPIs, and technical requirements.

Solution Design & Configuration

Tailored architecture and integration plan, to configure our flexible platform.

Data Migration

Secure, seamless mapping and transfer of existing data assets.

Integration

Connecting the systems to deliver your desired customer experience.

Testing & User Acceptance

Configuration, QA, and user acceptance testing with your team.

Training & Enablement

Hands-on training for your staff and stakeholders, plus access to the Annex Cloud Academy.

Go Live & Hypercare

Launch support, monitoring, and continuous improvement guided by our North Star approach and seasoned strategy team.

Requirements & planning

We meticulously define project scope, objectives, and success criteria through thorough requirements gathering and careful planning. This phase establishes a detailed roadmap for a smooth migration.

Data definition & source system analysis

This phase focuses on precisely defining data requirements and understanding source system data structures. We perform in-depth data profiling and analyze system schemas to ensure seamless data extraction.

Data design & mapping

Here, we create the migration’s architectural blueprint. This involves detailed target data modeling, defining transformations, and mapping source to target data. We also design necessary migration compliance reporting.

Test data loads and verification

Rigorous test data loads and verification are conducted with varying data volumes to validate the process. These tests refine transformation rules, optimize performance, and provide production timing indications.

Cutover dry run

A cutover dry run is a full-scale simulation of the production migration in a non-production environment. This critical step identifies and resolves issues, fine-tunes the plan, and ensures team synchronization.

Production migration 

The production migration is the execution of the data migration plan, transitioning live data to the target system. This phase requires stringent monitoring and immediate issue resolution to ensure data integrity and minimize downtime during the actual production cutover.

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