Canary Implementation Guide

Published On May 11, 2026
1. Overview 

This document outlines the standard process Procurated uses to onboard and implement Canary for customers. The typical implementation timeline spans approximately 8-12 weeks from data being received by Procurated to full roll out of the software and reviews being collected.  This timeline may fluctuate depending on customer readiness and availability. 

2. Roles & Responsibilities 
  • Procurated: 
    • Provide onboarding and training  
    • Configure customer’s Canary instance 
    • Support data ingestion 
    • Support ongoing adoption for the duration of the agreement
  • Customer: 
    • Provide data 
    • Participate in training 
    • Monitor performance alerts and engage in vendor management as appropriate 
    • Execute communications to relevant parties such as: 
      • Procurement team 
      • Contract end users 
      • Suppliers
3. Implementation Phases 

Phase 1: Data Provision & Setup 

Customer to provide the following data which is required for the configuration of the Customer’s canary instance and for review collection purposes: 

  • Contracts 
  • Suppliers  
  • Supplier points of contact 
  • Purchase order data including: 
    • Purchase date 
    • Purchase description 
    • Contract 
    • Purchase amount 
    • Purchaser contact name, email and phone number 
    • Purchaser division/department 
    • Ship to/receiver contact name, email and phone number

Phase 2: Communications & Training

  • Training for procurement users
  • Communications to end users and suppliers
  • Templates and materials provided by Procurated 
  • Webinars for end users and suppliers (if desired)

Phase 3: Go-Live & Review Collection

  1. Finalize strategies for review collection methods 
  2. Landing page goes live 
  3. Agreed upon additional review outreach methods begin  

Phase 4: Monitoring & Supplier Engagement

  • Customer monitors alerts for performance issues as identified 
  • Customer engages with end users and suppliers as appropriate based on issues flagged by Canary 
  • Customer invites all supplier contacts to access their version of Canary 
  • Procurated hosts supplier training session via webinar (if desired) 
  • Customer begins to conduct supplier business reviews with performance data in Canary as a key element of the review (if desired) 
  • Customer uses data for decisions where appropriate 

Phase 5: Ongoing Support 

  • Customer will be assigned a Customer Success Manager 
  • Procurated will assist customer with any webinars for onboarding, training or announcing/spreading awareness of Procurated & Canary 
  • Procurated to schedule regular meetings with the customer 
  • Customer Success Manager available on demand as needed 
  • Procurated to schedule quarterly reviews with Customer 
  • Procurated to provide regular communications regarding new features and best practices available to the Customer. 
4. Timeline 

Typical implementation: ~8-12 weeks 


5. Dependencies & Assumptions 
  • Customer provides accurate and complete data 
  • Stakeholders are available when needed 
  • Communications are executed