MUTUAL ACTION PLAN | [Company Name] & [SaaS Name]

SUMMARY: The following MAP outlines the collaborative steps [Company Name] and [SaaS Name] will take to ensure a smooth and efficient implementation process with minimal disruption to [Company Name]’s daily operations.

Target Go Live Date

[October 1st, 2025]

Projected ROI Date

[February 1st, 2026]

Implementation Start Date

[August 15th, 2025]

Days to Go Live

[Remaining Days]

Average Implementation Duration

[45-60 Days]

OBJECTIVE: To successfully integrate [SaaS Name] by [Target Go Live Date], improving [Company Name]’s [Metric 1], [Metric 2], and [Metric 3] with respect to all [Industry] compliance regulations. Please direct any questions to [POC Name] at [Email/ Phone Number].

DATE

PROGRESS

MILESTONE

PRIMARY POCs

OUTCOME / NOTES

[Aug 15th, 2025]

✓

Introductory project scoping

[Jeff A.]

[Lisa R.]

Identify key features, use cases, and payment details to ensure project alignment.

[Aug 30th, 2025]

✓

Technical validation 

[Tim P.]

[Chris V.]

Assess how [SaaS Name] will fit into [Company Name]’s tech stack.

[Sep 15th, 2025]

IN PROGRESS

Contract review and signatures

[Pam F.]

[Jason W.]

Meet with the legal team to ensure compliance regulations and security protocols are met.

GO LIVE DATE

[Aug 18th, 2025]

NOT STARTED

Customer success manager introduction

[Steve Y.]

[Sandra C.]

Map out employee training and onboarding plans with additional support from the customer success team.

[Aug 25th, 2025]

NOT STARTED

Performance checkpoint

[Lance R.]

[Cole P.]

Assess post Go Live metrics to stay on track with projected ROI date.