Step 1: ENGAGE
Before any technology discussions occur, we engage with you for deep planning.
It’s critical to identify your business stakeholders, including account executives, sales engineers, professional services team members, product managers, people from customer service management, human resources, and other departments.
All of these people must be involved at every step of the way.
As a team, we will review the Titus implementation methodology and align on the functionality your organization needs to implement.


At this initial stage, it’s critical to
discuss roles and responsibilities, identifying specific individuals who will approve each step along the way.
- Set up a process for providing feedback during implementation.
- Review key success factors.
- Align on a communications plan and strategy that keeps employees informed — beginning now.
- Map out user acceptance testing (UAT) strategy and identify stakeholders.
- Review requirements from important departments or countries.
- Consider compliance mandates and other external factors.
- Determine whether your existing technologies will leverage the classification metadata for optimization (data loss prevention (DLP), archiving, etc.).
- Identify a long-range vision for classification in the organization (with flexibility in mind).