Set up properly. Then maintained.

Six Weeks

1. Weeks 1–2 · Design

   workflows, escalation rules, integration map, compliance boundary

2. Weeks 3–4 · Build

   configure, integrate, test against your own recorded calls

3. Week 5 · Your team

   training, updated procedures, revised roles

4. Week 6 · Live

   launch with daily monitoring

5. Day 60

   re-measured against your audit baseline

Then Every Month

• Tuning what the software gets wrong
• New request types as they come up
• Rebuilds when carriers or your AMS change
• New-hire training
• One-page monthly scorecard
• Quarterly review with you, not your staff

Tools decay when nobody owns them. That's what you're paying for.