01 / THE WEEK

ViaQuest Hospice progress this week.

June 22 to June 26, 2026

The training platform is nine days from its July 1 launch, and the training work is all targeted to close this week. This week the new-design training module prototype goes to the ViaQuest Hospice team to review and confirm the content is ready for launch, and the new-employee onboarding presentation is being rebuilt together with the HR department. The Microsoft tenant migration is in progress and on track, with IT support working through it, and the data transfer from the ViaQuest Inc tenant is in its final stages. The live portal moves to the updated design this week, and the IT support area is gaining an FAQ section and a ticketing dashboard to make help requests faster. Last week the team remade five compliance videos to the new design standard and added a direct phone number to the site for faster contact.

9
Days to launch
17/ 17
Hospice Foundations videos
Live prototype
Updated June 22nd, 2026
Training platform
In build
Prototype to the team for review, launch July 1st
6 tasks active · 2 recently delivered View
IT infrastructure migration
In progress
Migration in progress, on track
4 tasks active View
Portal operations
Launched
Updated design live this week, plus IT support FAQ and ticketing
5 tasks active · 2 recently delivered View
02 / PILLAR DETAILS
Training platform
In build
Pre-launch testing

The full company launch is set for July 1st, 2026, nine days out, and the training platform work is all targeted to close this week. The new-design training module prototype goes to the ViaQuest Hospice team to review and confirm the content is good and ready for launch, and the new-employee onboarding presentation is being rebuilt together with the HR department so it covers portal access and navigation. The set of 17 Hospice Foundations videos is complete. Four-section architecture: Orientation, Company Resources, Role-Specific Training, and Hospice Foundations.

Task Owner When Notes
Training module prototype to the team AIDM This week The new-design prototype goes to the ViaQuest Hospice team to review and confirm the content is good and ready for launch.
Onboarding presentation rebuild AIDM This week The new-employee onboarding presentation is being rebuilt together with the HR department to cover portal access, downloads, and navigation.
Reward model AIDM This week The staff reward model is being reworked, with training required for all staff.
Company resources section AIDM This week Wording being finalized across the nine sub-sections.
Liaison training videos AIDM This week Production of the Liaison training program: the intro series, playbook videos, and AI scenarios.
Leadership welcome videos ViaQuest Hospice Awaiting Welcome videos from Rich, Ron, and Cindy. Awaiting recording. If they will not be ready before the July 1 launch, the launch pages carry interim content until the videos are done. Please confirm the timeline.
IT infrastructure migration
In progress
Migration in progress, on track

The migration runs in two phases. The data transfer from the ViaQuest Inc tenant, handled by ViaQuest Inc IT, is in its final completion stages. Phase 1, the Microsoft 365 tenant migration, is in progress and on track, with IT support actively working through it. A staff login continuity plan is in place to keep disruption to a minimum. Phase 2, hardware procurement and deployment, follows over July and August 2026, where provider lead times run 7 to 12 weeks. The AIDM team is finalizing a provider comparison for review.

Task Owner When Notes
Data transfer ViaQuest Inc IT Nearly complete Data transfer from the ViaQuest Inc tenant, handled by ViaQuest Inc IT. In its final completion stages.
Tenant migration Phase 1 AIDM In progress The Microsoft 365 tenant migration is in progress and on track, with IT support actively working through it. A staff login continuity plan is in place.
Hardware provider comparison AIDM This week Provider lead-time comparison for Cindy and Rich to review. Sending this week.
Hardware decision Cindy and Rich Once comparison lands Choice triggers Phase 2 procurement kickoff.
Portal operations
Launched
Daily use, refinement underway

The portal is built and running, and this week it moves to the updated design. The IT support area is gaining an FAQ section and a ticketing dashboard to make help requests faster and cut back on manual support email. Refinement work continues alongside daily operations.

Platform status

System Status Notes
HR Dashboard and ATS Launched Hiring platform integration nearing completion, email marketing automation underway
CRM System Launched 1,114 accounts active
Census Retention Launched, tested Live HCHB API pull, recommended as single source of truth
IT Support Feature Launched, in progress FAQ section and a ticketing dashboard being added to speed up help requests, full company rollout after tenant migration completes
Website and SEO Completed Location references cleanup complete, content publishing continues
Social Media Automation Active Currently focused on a 3:1 hiring to care content ratio
Task Owner When Notes
Portal design update AIDM This week The live portal moves to the updated design this week.
IT support portal additions AIDM This week Adding an FAQ section and a ticketing dashboard to the IT support portal to speed up help requests and reduce manual support email.
Census dashboard refresh AIDM This week Simplified view with cleaner drill-down, a refreshed color scheme, and tidied-up branch labels. Audit and reconciliation underway.
Portal questionnaires AIDM Next week Survey framework added to the prototype for Cindy review. Awaiting question list from Cindy to populate further.
Family and facility survey content Cindy Open Survey portal build awaiting question list and permitted-question constraints.
03 / RECENTLY DELIVERED
Recently delivered
Recently delivered, past 2 weeks.
What was completed between June 12th and June 19th, 2026.
4 items

Training platform

Jun 19th Five compliance videos remade to the new design standard, ahead of the June 30 target.
Jun 12th Hospice Foundations video course complete, all 17 modules.

Portal operations

Jun 19th Site search replaced with a direct phone number for faster contact.
Jun 19th Google Search Console issues resolved.
04 / MEETINGS
Meetings
Meeting cadence and on-site visits.
Weekly Tuesday Cindy meetings and standing Thursday Keith and Cindy one-on-ones, leading into the July 1 full company launch.
3 meetings
Date Meeting Agenda
Tue, Jun 23, 2026 Weekly Cindy meeting Launch readiness, training final review, portal refinement
Thu, Jun 25, 2026 Keith and Cindy one-on-one Standing Thursday cadence
Tue, Jul 1, 2026 Training platform full company launch Full company go-live across all roles
05 / DEADLINES