UPGRADING TO RK UX. Ariel Norvell AVP, Product Services. Jeffrey Kranz Product Manager. Presentation Management sponsored by
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1 UPGRADING TO RK UX Ariel Norvell AVP, Product Services Jeffrey Kranz Product Manager
2 Agenda RKUX Benefits RKUX Upgrade Process Am I Ready? Next Steps Q&A
3 New User Experience (RKUX) Benefits Modern User Interface Reports & Dashboards Enhancements Flexible, No-Code Configuration/Administration Other New Features
4 New User Experience (RKUX) Benefits Modern User Interface Reports & Dashboards Enhancements Flexible, No-Code Configuration/Administration Other New Features
5 New User Experience (RKUX) Benefits: Modern User Interface New ways to bring data to the user and guide them through a process. Rich Text Component Path Component
6 New User Experience (RKUX) Benefits: Modern User Interface Page Layout options: Highlights Panel & Record Detail
7 New User Experience (RKUX) Benefits: Modern User Interface Page Layout options: Paths, Charts, & Tabs
8 New User Experience (RKUX) Benefits: Modern User Interface Page Layout options: Don t need a sidebar? No Sidebar Bonus: Related List above Details
9 New User Experience (RKUX) Benefits: Modern User Interface Page Layout options: Filter Visibility per Component Claim NOT IN Litigation
10 New User Experience (RKUX) Benefits: Modern User Interface Page Layout options: Filter Visibility per Component Claim IN Litigation RKUX Summary Bar = Highlights Panel + Checklist
11 New User Experience (RKUX) Benefits: Modern User Interface Navigation Options Standard -OR- Console
12 New User Experience (RKUX) Benefits: Modern User Interface Standard Navigation Tab Overflow & Temp Tabs
13 New User Experience (RKUX) Benefits: Modern User Interface Console Navigation Tabs accessed from Menu
14 New User Experience (RKUX) Benefits Modern User Interface Reports & Dashboards Enhancements Flexible, No-Code Configuration/Administration Other New Features
15 New User Experience (RKUX) Benefits: Reports & Dashboard Enhancements Export improvements RKUX Formatted export Classic printable view
16 New User Experience (RKUX) Benefits: Reports & Dashboard Enhancements Dashboard updates New Component Types More Sizing Control
17 New User Experience (RKUX) Benefits Modern User Interface Reports & Dashboards Enhancements Flexible, No-Code Configuration/Administration Other New Features
18 New User Experience (RKUX) Benefits: Administration and Configuration Enhancements Lightning App Builder Admin friendly builder for user-friendly page layouts
19 New User Experience (RKUX) Benefits: Administration and Configuration Enhancements Lightning App Builder Better Home Pages...
20 New User Experience (RKUX) Benefits: Administration and Configuration Enhancements: Home Page Elements
21 New User Experience (RKUX) Benefits: Administration and Configuration Enhancements Setup: Object Manager Object Manager Search by Object Name!!
22 New User Experience (RKUX) Benefits: Administration and Configuration Enhancements Setup: Object Manager Quick Find Improved Navigation
23 New User Experience (RKUX) Benefits Modern User Interface Reports & Dashboards Enhancements Flexible, No-Code Configuration/Administration Other New Features
24 New User Experience (RKUX) Benefits: New Features/Miscellaneous Task Manager Split View
25 New User Experience (RKUX) Benefits: New Features/Miscellaneous Notification/Alerts
26 New User Experience (RKUX) Benefits: New Features/Miscellaneous Favorites
27 New User Experience (RKUX) Benefits: New Features/Miscellaneous Utility Bar
28 New User Experience (RKUX) Benefits: New Features/Miscellaneous Utility Bar Recent Items
29 New User Experience (RKUX) Benefits: New Features/Miscellaneous Utility Bar Quick Links
30 New User Experience (RKUX) Benefits: New Features/Miscellaneous Utility Bar ObjectSpecific Search
31 RKUX Benefits: WHAT STAYS THE SAME? DATA WORKFLOWS & APPROVAL PROCESSES LIST VIEWS SERVICES USERS TRIGGERS SECURITY & SHARING PORTALS
32 RKUX UPGRADE PROCESS
33 RKUX Upgrade Project: Initiation 1. Express interest in upgrade 2. Account Team assesses readiness Identify any client-specific requirements and discuss RKUX Solution options 3. Project scope defined 4. SOW executed
34 RKUX Upgrade Project: Project Scope Defined Key Standard RKUX Product Configuration Delivered and Installed Delivered and Installed - Full Sandbox Tied to profiles/record types Delivered and Installed Production Custom UI elements Transition to RK Standard Product Solutions Redesign using RKUX available features (using Custom components needed Non-Standard objects design Consulting - 10 hours Additional consulting hours Custom components needed Admin Training 1 admin - 4 hr course Additional Admin Users Personalized Admin Training End User Training End User Training Videos Custom Videos In-person Training Sessions consulting hours) Basic Standard Custom
35 What are Core Components? All Base RMIS, HC objects Claim Policy Property Certificates Patient Events Patient Feedback Root Cause Analysis Hierarchy Assets.etc. Custom Components 13 Base Product Apps 10 Quick Action Buttons 17 Custom Components Hierarchy Tree Files 36 JavaScript Solutions Notes 183 Detail Page Layouts View Notes 188 Record Pages Change Status Void Payment 327 Update Actions 400 Compact Page LayoutsChecklist Financial Matrix And counting... Claim Abstract Reviewer Home Page Convert to Claim/etc. Utility Bar Search Fishbone Communication
36 RKUX Upgrade Project: Execution 1. Project Kick-off meeting Client Team, RK Upgrade Team, RK Account Team Riskonnect demo of RKUX options Client demo of their user personas
37 RKUX Upgrade Project: Execution User Persona Importance Knowing what is important to a user can let us tailor a page layout to present the most important things first Also important to identify how we can best transition custom functionality from Classic to RKUX. Riskonnect Product worked with 3rd Party UX Design Experts
38 RKUX Upgrade Project: Execution Full Sandbox Refresh Lightning turned on RK Upgrade Team installs core components Regular Status Meetings Show and Tell Administration/ Config Exposure Remediation RK Upgrade Team migrates: Attachments to Files Notes to Enhanced Notes Client-specific solution implementation* * depending on RKUX project scope
39 RKUX Upgrade Project: Training and Promotion Training Videos General Navigation Platform Reports Files Admin Training* User Training* Promote configuration to Production Recommended: Prevent users from switching back to Classic Allow time for users to review updates in Sandbox *depending on RKUX Project Scope
40 RKUX Upgrade Project: Post Go-live Monitor usage Check in with Users Provide Feedback to Riskonnect Assess any changes
41 Am I Ready? Features Not Yet Available in RKUX: Platform Manual Sharing of Records Recycle Bin Printable View Create a Joined Report
42 Am I Ready? Features Not Yet Available in RKUX: Product Payment Processing Scheduled Payments Disability Guidelines ERM
43 Am I Ready? Browser Support in RKUX: Do your users use Internet Explorer? IE 8 X IE 9 X IE 11 EOL 12/31/2020 Consider switching to: Chrome, Firefox, Edge, Safari
44 I AM READY! Now what? Community Account Team <screenshot>?
45 Great! Riskonnect will continue to support you! Keep an eye out for RKUX announcements to see if anything changes your mind.
46 Q&A
47 Coming Up Next: 3:30 5:00: Cocktails & Connections
TAKE A TOUR OF RISKONNECT S NEW USER EXPERIENCE RK UX. Ryan Schorr Senior Training Consultant, RKU. Presentation Management sponsored by
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