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RIO Recipe

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RIO Recipe

Our cookbook for a successful implementation

  • Overview
  • Single org vs multi-org setup for CRM and SIS
  • Student Enrollment Benchmark Test
  • Handling New Details

Project Management & Governance
  • Overview - Project Management & Governance
  • RIO Wants You
  • How we will share our documents with you
  • Sharing data with us via Hightail
  • RIO Readiness

Discovery
  • Overview - Discovery
  • Discovery Sessions
  • Master Data Preparation
  • Setting up RIO Ready for Demo or Prototype Instance
  • CPD Course Requirements

Design & Prototype
  • MVP Requirements
  • Overview - Design & Prototype

Build & Implementation
  • RIO Ready Overview
  • Implementing Program Discipline
  • RIO Education: Transcript Setup
  • Flow Screen Stages
  • Components in the Admissions process
  • Consideration for implementing Record Type

UAT
  • UAT & You

Deployment & Metadata
  • RIO Education Deployment Process

RIO Recipe: Training
  • Training Sessions (Customers)
  • RIO Recipe Partner Training

Popular Articles

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