Pathway Comparison Matrix for Neos Implementation

This guide details the Pathway Comparison Matrix for Neos implementation, which outlines three defined pathways available for firms based on their size and data-conversion needs. Each pathway follows a seven-stage implementation journey, from kickoff to handoff to customer success, ensuring a structured approach to onboarding. Pathway A is designed for smaller firms of 3-30 users who prefer a self-managed rollout. Pathway B caters to firms of 3-70 users requiring data conversion support from Assembly. Pathway C is intended for larger or more complex firms needing full-service data conversion and customization. The document elaborates on customer profiles, expected outcomes, customer effort requirements, and the average time to go live for each pathway. Additionally, it outlines roles and responsibilities for both the Assembly Professional Services team and the customer's team throughout the implementation process. A detailed description of the seven-stage implementation journey is also included, highlighting key tasks and milestones.