Clinical or Program Lead
Care workflow fit, pilot scope, and measurable operational outcomes.
Procurement and onboarding flow for SmartClover products
SmartClover uses a structured pre-sales to activation path designed for enterprise healthcare buying motions. Commercial issuance is RFQ-based and paired with security, legal, and governance checkpoints.
Document status: Draft operating baselineLast updated: 2026-02-17Owner: Commercial + Operations
This public flow is the current operating model. Contract-specific responsibilities and timing are confirmed in each RFQ package.
Primary buyer personas
IT and Security Lead
Deployment model, access controls, data boundaries, and review checkpoints.
Procurement and Legal Lead
RFQ scope, contracting envelope, privacy role allocation, and commercial governance.
30/60/90 onboarding path
Day 0-30
Qualification and Scope Definition
- Use case and organization qualification brief
- Deployment mode decision record (managed SaaS, private SaaS, or hybrid/on-edge)
- RFQ scoping package and quotation prerequisites
Day 31-60
Contracting and Environment Preparation
- Commercial terms and legal review summary
- Privacy/DPA posture alignment and security dossier preparation
- Environment readiness checklist and access provisioning
Day 61-90
Activation and Operational Readiness
- Go-live readiness review with role ownership
- User onboarding, SOP handoff, and governance checkpoints
- Pilot-to-scale decision gate with documented outcome
Security, legal, and procurement checkpoints
- NDA and confidentiality controls confirmed
- GDPR role allocation documented per deployment model
- Security controls reviewed (access, encryption, traceability, incident handling)
- Regulatory framing aligned to intended use and MDR positioning
- Contract and RFQ package finalized with authorized sign-off