Traverse Implementation Services
Trusted onboarding, training, and support from health and human services and technology pros.
A Full-Service Partnership
Human know-how + digital power = implementation excellence
Tech projects are people projects. Your Traverse subscription comes with more than a software product. Our best-in-class Northwoods services and support teams have extensive experience in health and human services.
Those teams are part of your Traverse solution—let’s set you up for simpler, smarter work.
99% Support center satisfaction score
Under 3 minutes Live chat response time
45,000 Workers using Traverse
50% Support team members with direct health and human services experience
The Benefits of Traverse Implementation
Our trained team, tools, and support ensure you get the most out of Traverse.
Change Management
We guide your agency through every stage so that your team is confident in using new tools.
- Prepare for a fresh way of working with proven change management resources.
- Empower your internal champions to become long-term Traverse advocates.
- Promote agency-wide buy-in and long-term usage.
Professional Project Management
A dedicated Northwoods project manager keeps your team aligned and on track.
- Coordinate people, resources, and timelines across agency departments.
- Guarantee delivery on time, on budget, and within project scope.
- Use our experience managing implementations for agencies like yours.
Business Process Discovery
Traverse adapts to your agency’s structure, starting with how you name and organize files.
- Collaborate on a shared naming convention and digital folder structure.
- Reduce time spent locating client documents or case content.
- Create consistency across teams and program areas.
Taxonomy Development
Traverse adapts to your agency’s structure, starting with how you name and organize files.
- Collaborate on a shared naming convention and digital folder structure.
- Reduce time spent locating client documents or case content.
- Create consistency across teams and program areas.
Forms Building and Maintenance
Our forms design team customizes digital forms for your agency.
- Convert your existing paper forms into accurate digital versions.
- Match state, local, and partner forms exactly.
- Maintain and update forms over time with our partnership.
Data Integration and Document Migration
Your IT team works with ours to transfer data securely and reduce manual effort.
- Build a solution that moves data between systems, bidirectionally when possible.
- Automate regular transfers to maximize accuracy and save time.
- Import documents from your current document management system directly into Traverse.
Training
We train your team your way, whether we lead it or support your in-house trainers.
- Train end users with hands-on, practical guidance.
- Lead a “train-the-trainer” model to build internal expertise.
- Prepare change champions involved since day one of the project.
Support
When your team needs help, we’re here—right inside the software and one call away.
- Access walk-through videos, contextual help, and chat tools within Traverse.
- Get answers from our support center through live chat, video, or screen share.
- Rely on fast, empathetic help from human services specialists.
Customer Success
Your Northwoods account manager is with you beyond implementation.
- Optimize Traverse as your agency evolves.
- Get updates on relevant product changes and best practices.
- Stay connected with your trusted Northwoods partner.
What To Expect During Traverse Implementation
When you’re with us, we’re with you for the long haul.
You embark on a Traverse implementation journey that’s collaborative, straightforward—and progressive. We understand that tech transitions can be draining.
We strive to make implementation easy: No unclear frameworks. No staff overload. No lost data.
Kickoff & Planning
We align with your goals, timelines, and team structure. A dedicated Northwoods project manager coordinates every step.
Business Process Discovery
We review current workflows together to see how Traverse will polish your daily operations.
Change Management & Champions
We prepare your Traverse champions and your staff for a smooth transition, including
future onboarding, training, and product adoption.
Systems Configuration & Integration
Our team works with your IT department to build secure, bidirectional integrations and migrate documents from your existing systems.
Custom Taxonomy & Forms Development
We help you build the right folder structure (taxonomy) and digitize required forms to streamline documentation processes.
Training & Support Setup
You choose a complete training or Northwoods-led training model. We offer in-app resources and live support options for every user.
Go Live & Ongoing Gains
After launch, your account manager works alongside you. Our support center makes sure you continue getting maximum value from Traverse.
Traverse implementation takes an average of 90 days or fewer. State systems often take 36 months or more for development and implementation.
Agencies See the Difference
Implementation is the first chapter in a story that keeps delivering results. We listen to you.
Get More Than Software. Get a Partner.
Northwoods stands with your agency from kickoff to rollout and beyond.
New software implementation should be efficient and exciting, not a long-term headache or a worker’s nightmare. We’re on a mission to make that your reality. Northwoods’ top-tier teams make your Traverse experience intuitive—and far from overwhelming.
Let’s modernize your health and human services agency together. Speak with one of our social services experts.
Let’s Get Started
Talk to a Northwoods social services expert to explore how our solutions can modernize your human services agency.