Implementation Guide

Technical requirements, integration options, and deployment checklists for seamless program launch

Technical Requirements

Zero technical lift required from your team—all infrastructure handled by Pierce Performance HQ

Your Requirements

Email capability: Ability to send enrollment link to members
Member list: Names + emails (CSV or spreadsheet format)
Branding assets (optional): Logo, color scheme, custom domain
Point of contact: Single person for coordination

Total setup time from your team: ~2 hours

What We Build

White-label enrollment portal (custom domain optional)
Branded member mobile app experience
Automated onboarding workflows
Communication templates (email + SMS)
Training program delivery system
Nutrition tracking interface
Weekly check-in automation
Reporting dashboard + data exports
Member support system

Integration Options

Flexible data workflows—from fully standalone to deep integration with your existing systems

RECOMMENDED FOR FASTEST LAUNCH

Standalone Operation

Zero integration required. Members self-enroll via link. All data lives in our system.

Timeline: 7-14 days

What Happens:

You send enrollment link to members
Members create accounts and self-enroll
All program delivery happens in our app/portal
You receive monthly reports (PDF + CSV export)
No PHI access required—reporting is de-identified

Best for: Fast deployment, minimal IT involvement, pilot programs

API Integration

Automated member sync via API. Enrollment data flows automatically between systems.

Timeline: 3-4 weeks

What Happens:

We provide REST API documentation
Your system pushes new member enrollments to us
We can push engagement/outcome data back to you
Automated de-enrollment workflows available

Best for: Annual partnerships, employers with existing HR systems, high member volume

EMR/EHR Integration

Deep integration with clinical systems. Care coordination workflows with PHI access.

Timeline: 6-8 weeks

What Happens:

BAA (Business Associate Agreement) executed
FHIR or HL7 integration (Epic, Cerner, Athena, etc.)
Bi-directional data flow (member enrollment + program data)
Escalation alerts sent directly to provider portal
Progress notes can be written back to chart

Best for: GLP-1 providers, telehealth platforms, integrated care models

SSO Integration

Single sign-on via SAML 2.0 or OAuth. Members access program through your portal.

Timeline: 2-3 weeks

What Happens:

Members log in through your existing portal
Seamless authentication handoff to our platform
No separate login credentials needed
Works with Okta, Auth0, Azure AD, etc.

Best for: Employers with SSO infrastructure, integrated wellness platforms

Go-Live Checklist

Everything that needs to happen before launch—organized by stakeholder

Your Team's Checklist

Provide member list (CSV/Excel)

Required fields: First name, last name, email. Optional: phone, employee/member ID

Review and approve branded enrollment page

We send preview link for final approval before launch

Approve internal communication template

We provide draft email announcing program to members—you customize and approve

Designate single point of contact

One person responsible for program coordination and receiving reports

Send enrollment announcement to members

Final step—launch day email with enrollment link

Our Team's Checklist

Build white-label enrollment portal

Custom branding, domain setup (if applicable), mobile-responsive design

Configure automated workflows

Onboarding sequence, weekly check-ins, educational drip campaigns

Set up reporting dashboard

Custom metrics based on your success criteria

Test all systems and integrations

Complete QA process including test member enrollment

Brief coaching team on partner program

Ensure coaches understand your member population and success criteria

Launch readiness call with partner

Final walkthrough, answer questions, confirm go-live date

Questions about implementation timelines or technical requirements?

Schedule Technical Discussion