For Teams Running Encompass®
Enhanced Conditions Migration Cohort
Enhanced Conditions is a requirement of the Encompass® platform for what's next: Encompass Web, Encompass Partner Connect, and truly automating your condition workflow. The configuration isn't the hard part — the decisions are: which business rules carry over, what breaks downstream, who owns the cutover. This cohort gives you a plan, expert guidance, and a defined 60-day path.
Workflow Before Technology® — the right process saves time, cuts costs, and lifts your bottom line.
How It Runs
Your team drives. We guide.
Your team does the hands-on configuration in your own environment. We bring the plan, the known-to-work business rules, and a review of your work at every phase — for one fixed, one-time fee.
$6,000
one-time fee, all access, per organization — no per-seat charges
Nov 1, 2026
Cohort opens
60 Days
or less to go-live when you follow the plan — and you stay in the cohort as long as you need, at no extra cost
What's included
A Project Plan Built Before You Start
Five phases, mapped to a 60-day-or-less timeline to go-live.
Pre-Recorded Lessons & Collateral
Self-paced lessons with downloadable collateral on Mastering Encompass — yours to keep.
Live Cohort Meeting Every Other Week
One hour with MWP, recorded for replay in the cohort if operations pulls your team away.
Live Chat Through Cohort Access
Questions answered as they come up, with live responses from MWP — plus a free Mastering Encompass membership.
Settings Analysis with Recommendations
A deep review of your configuration with prioritized recommendations, delivered in Phase 1. Sold standalone at $5,000; included here.
Excel Workbook Extraction & Import
Standard and enhanced conditions extracted and imported via Excel workbooks, as needed.
90-Day WorkflowCoach™ Trial
Our platform of known-to-work automation business rules, which houses the project. Optional to keep afterward at $1,500/month per organization, unlimited seats.
One honest note: This is guided — your people drive the configuration. If you'd rather have us do the hands-on work, that's a separate engagement; ask and we'll quote it.
The 60-Day Plan
Five phases. Sixty days or less.
You receive the full plan on day one, with every deliverable mapped to the every-other-week cohort meetings.
Phase 1
Baseline & Settings Analysis
Weeks 1–2
Phase 2
Map & Design
Weeks 3–4
Phase 3
Build
Weeks 5–6
Phase 4
Test & Go Live
Weeks 7–8
Phase 5
Ongoing
As long as you need