
Tailored implementation
We design your instance of Beamery together, mapping solutions to the challenges you’re trying to solve and configuring the platform based on your unique business requirements.
Easy data migration
Beamery’s data team simplifies data migrations to make sure all your data is correctly mapped, de-duplicated and even enriched and updated when we go through the import process.

Implementation Steps
Discover
We collaborate with functional SMEs and technical Stakeholders to determine how Beamery needs implementing to deliver success for you.
Delivery
We implement & integrate Beamery. Technical stakeholders provide systems access and—along with SMEs—participate in testing.
Enablement
We train your SMEs and share best practice, following the change management program to ensure ongoing success.
Implementation FAQ
Who should be part of our implementation team?
We know it can be a challenge getting resources allocated to technology projects. We provide a list of recommended core project team members, their roles, responsibilities and time commitments to help you plan ahead and appropriately staff your project.
What can I do to get ready before kicking off the project?
There are lots of things that can help prepare for a successful project. Here's a few places to start.
Have a clear vision of your overall business objectives.
Analyse your value proposition, marketing initiatives, segmentation strategy and upcoming hiring initiatives to add clarity to your Beamery objectives and you’ll get more value out of the system.
Establish and document your TA, recruiting, marketing and talent management processes.
But don't worry, we're here to support you, and even offer business intelligence and value consulting services if you need them.
How can I prioritize change management?
Implementing a new software for your business is only successful when team members use it.
Our top tips for keeping users engaged is to communicate, focusing on the benefits to your company as a whole, your team and individual users.
We also recommend that you decide on a communications strategy before kick off. This includes picking which channels for communication or to share milestones (like lunch and learns, blogs, email recaps, town hall meetings and so on).
How do I identify users and what access they will need?
This is something you need to do at launch.
One thing that is a great idea to decide early is who your admins will be. That way we can ensure they are part of implementation discussions and ongoing admin training.
It's also sensible to think about which users will need access to the Sandbox environment for testing, often your admins and key SMEs or power users.
How do we train our users?
User adoption only happens when your team members have the knowledge and tools they need to succeed, which makes training one of the most important steps for a successful Beamery implementation.
We provide full training and enablement materials, and conduct Train the Trainer sessions as standard. We can also deliver further bespoke training as needed.
What does our technical team need to prepare for the integration?
Your Beamery Integration Consultant will walk you through all the technical requirements as the project gets kicked off. Because our customers have different requirements, we cannot give you a defined list, but one of the first things to think about are the data sources you use, what data you want to migrate to Beamery, and the way data in other systems is used (for example thinking about your ATS, and the different job requisition stages you use).
What does my Employer Brand / Talent Marketing team need to do to get ready?
We'll need your Talent Marketers or Employer Brand team to think about their different use cases (like talent community sign up, or diversity recruitment). They will also need to think about the core assets (imagery, email templates, colours, official fonts and so on) which they will need to have in Beamery.
What else can we do to prepare for implementation?
There are two more things that can really help are project run smoothly.
First, pick a sharing platform. Over the course of the project, we'll have lots of materials to share with you, and you'll have lots to share with us. In the spirit of keeping one source of truth and helping each other to collaborate, it is best to decide the platform for sharing and collaborating up front!
Secondly, assign a Data Manager. During implementation, we share a template to organize data that will need to be migrated. Having one person responsible for gathering that data from other systems increases alignment and ensures a single source of truth.
Further resources
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