Patra Implementation Spotlight with Jacqueline Eldredge

My name is Jacqueline Eldridge.

I am the manager for one of the managers for our implementation department. Our implementation department is pretty much the first line after the deal closes.

In most all of our divisions throughout Patra, we are the first person that the client is handed off to from our sales team.
We get the download of all of the information with regard to how we are solving the client’s problems, and we run with it. We have an incredible implementation team of implementation consultants.

They’re really good with connecting with our clients, building processes, putting them in place with any of our offshore teams, and then getting things going.

After signing with our sales team, our clients really wanna kind of take a step back and identify who are we going to be working with number one, to develop the best processes to lift that load from their staff And number two, who are we working with on their side to establish the connectivity so that we can access their systems effectively.

I think it’s really important for, clients to come into the conversation understanding, like, what are their pain points. Usually, they’ve talked about those types of things with our sales team, and and we can come into the to kinda just build on that conversation.

We don’t want them to have the same conversation they’ve already had with our sales team, but we really wanna dig a little bit deeper usually and make sure that what it is that we’re gonna put in place for them is gonna lift that load and serve their team the best that we can. For implementation, generally, and I’m we’re talking across all the divisions of Patra.

It standard, it’s it is generally about a four to eight week timeline, throwing on the extra two weeks there because of Select usually being about sixty days.

And in that time frame, again, we’re focusing on accessibility for your systems, building your process or processes, and also installing and training your team. It is really gratifying, I think, as far as, like, the before and after. When we’ve worked through perhaps, you know, nine months or six months of consecutive or concurrent implementation with the client to establish, you know, a large volume of services for our and our team to take off of their hands.

And just the the difference you can see each time a service goes live and the less of a load that they’re having to carry and their the the the capacity as it expands, it it’s really incredible and how much relief, you know, you see at the end of it.

Video: Patra Implementation Spotlight with Jacqueline Eldredge

We get the download of all of the information with regard to how we are solving the client’s problems, and we run with it. We have an incredible implementation team of implementation consultants.

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Contact Patra today!

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