Welcome to your Sage Implementation Journey.
This page is designed to help community leaders understand what to expect from your Sage Implementation. You will find a clear overview of the full process from planning through go live and into ongoing success. Each step includes helpful detail, examples of the information your team will provide, and direct links to deeper guides.
Your Implementation at a Glance
Your implementation roadmap is structured into five distinct phases, each one building on the last to create a smooth transition into Sage. This clear structure helps your team understand what to expect at every step and ensures a confident onboarding experience.
(Click on each Phase to expand & learn more)
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IT Cabling & Network Readiness:
Purpose: Evaluate your current systems and confirm your building is ready for Sage installation. Our team will review the following during this phase:
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Confirm Compatibility
Sage will assess your current hardware, software, and network setup to ensure they work seamlessly with your Sage Call System.
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Prepare Your Network
Our team verifies that your IT environment is secure and stable, so there are no surprises during installation.
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What the Community should have Prepared
The Community is to have available a legible floor plan. Ensure a Maintenance lead is available for one focused hour, and share key detailed unit types, layouts and door sensor needs so we can plan equipment and camera placement smoothly.
(Click on the image to learn more.)
Example of Legible Floor Plan
Example of Non Legible Floor Plan
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Kickoff & Data Gathering:
Purpose: Establish timelines, responsibilities, and data needs for your community.
What to Expect:
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Your Kickoff Call With Sage
Kickoff call will introduce your Sage team supporting you throughout your journey. Here Sage will learn more about your community, review care team training and button mounting schedules, and on-site expectations. Your Sage IT and Implementation Leads will collaborate simultaneously throughout the implementation process.
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Data Gathering Requirements
Your Implementation Specialist will work with your enterprise and community leadership to gather required intake data and prepare your Sage account for go-live
To ensure your Sage account is fully set up and ready for go-live, please provide the following data at least 14 days before the on-site implementation:
Community Data Submission:
- Unit Data - assign devices (wall buttons) to the correct units
- Resident Data - link residents to their unit and assign pendants (if applicable) to the correct resident
- Staff Data - to create staff login profiles
- Common Areas - assign devices (wall buttons) to the correct common areas
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Preparation for Sage Training
The community will be in charge of communicating the required training dates and times to their team in preparation for onboarding with Sage.
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Go Live Event
Purpose: Launch your new Sage system.
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Final Checks Before Go Live
Your Implementation Lead will verify your resident data one last time to make sure everything is up to date and accurate before going live.
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Training for Staff
We will train your care teams and provide "Train-the-Trainer" resources for managers so your team is equipped to succeed from day one and continue training new staff with ease.
• Training Resources for Train the Trainer
Sage will coordinate scheduling based on your community’s size and needs
Samples go-live schedules (Click on the image to learn more.)
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System Installation and Go Live
We will coordinate installation with your team, then launch your new system with Sage Support by your side to answer questions and troubleshoot as needed.
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You Are Live With Sage - Now What?
Purpose: Stay equipped with your system running smoothly. Easy tutorials so you can independently manage your new Sage call system with confidence.
Follow the link bellow for easy tutorials and direct links to the most commonly used resources:
• How to add new team members to your community
• How to configure notifications to your team members
• How to make users administrators in groups
• How to order additional Sage hardware
• Sage Post Go-Live Training and Support Resources
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Client Success for Ongoing Success
Purpose: Equip leadership with your analytical tools that support continuous improvement. You will be connecting with your Client Success team and plan your future success after going live.
How We Support You:-
Data and Insights
Your Client Success Manager will provide ongoing analytics training, performance insights, and recommendations.
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Learning and Tools:
Learn how to navigate your data dashboard, pulling reports needed for your community.
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