AI-powered onboarding built for success

Phase 1: Project kickoff
This first phase brings your team together to define goals, confirm stakeholders and align on how you’ll use Prism. From there, we validate integrations, prepare your data and standardize workflows across each package.
By the end of this phase, you have a clear plan, clean data and a strong foundation for consistent, efficient operations.

Phase 2: Data load and configuration
For phase 2, we will import your data into Prism and validate it with your team to ensure accuracy. At the same time, we’ll configure system settings to match how you work.
Throughout the implementation you’ll receive weekly progress updates. We recommend setting aside two to three hours each week for reviews to keep everything moving forward.

Phase 3: Training and go-live
Before launch, we’ll complete User Acceptance Training (UAT) and deliver role-based training to prepare your team for day-to-day use.
Once Prism launches, you get access to enhanced support and office hours, along with ongoing guidance to drive adoption, data analysis and optimized reporting.
Frequently asked questions
What does the Building Engines implementation process include?
Our implementation process follows a structured, step-by-step approach led by a dedicated Implementation Project Manager (IPM). It includes discovery, project planning, setup and configuration, and hands-on training to prepare your team for a high-quality Building Engines experience.
Will we have a dedicated point of contact during implementation?
Yes. You’ll work with a dedicated IPM who leads the project from kickoff through go-live.
How does Building Engines ensure the project stays on track?
We use project tracking tools to manage milestones, tasks and communication throughout the process.
What support is available during implementation?
Your IPM is available throughout the project by phone, email and virtual meetings during business hours. We stay closely involved to answer questions and support your team at every step.
Can you help migrate data from our current system?
Yes. We have extensive experience transitioning customers from a wide range of systems. Our team handles data migration to make your move to Prism as seamless as possible.
What onboarding options are available if we need more support?
We offer flexible onboarding options based on your needs. You can take a self-service approach with access to our 24/7 support center, or work with our experts through a guided onboarding process.
What can I do for additional learning after implementation?
Visit Prism University to keep building your expertise after launch. You’ll find on-demand courses, guided training and practical resources designed to help your team get more value from Prism every day.

Onboarding resources to keeping you moving
Start your implementation with confidence. Connect with our team to begin a clear, three-phase rollout built for your success.




