Your implementation journey follows four structured phases. Each phase is designed to build momentum, deliver measurable outcomes and prepare your team for long-term success.
Interfolio client services
Our Client Services team draws on years of experience to support your institution at every stage of your partnership with Interfolio. From the moment you begin exploring our products to long after implementation, we are here to ensure your continued success.
These pages outline the range of resources, services and support available to you, including implementation and advisory services, training, news updates and data protection.
Your Interfolio implementation journey
Implementing the Interfolio Faculty Information System (FIS) is a collaborative, guided experience designed to deliver value from day one. Our process combines best-in-class support, strategic planning and expert consultation to ensure a smooth transition that meets your institutionโs unique goals.
From kickoff through launch, your dedicated Interfolio and institutional teams will work together through four key phases โ each one ensuring clarity, accountability and measurable progress.
The Interfolio team
Every Interfolio user is supported by a strategically structured core team to help ensure a successful and smooth implementation.
Your dedicated project manager serves as the main point of contact, collaborating with consultants and subject matter experts throughout the process.
After implementation, our Product Support team will provide continued support, answer product-related questions and ensure your institution continues to derive value from your Interfolio solutions. If you have purchased our Client Advisory Services, you will also be introduced to your assigned Customer Success Manager at this time, who will continue to advise on strategic usage of the platform post-implementation.
The client team
Successful implementations thrive when there is a clear partnership between Interfolio and your institution. We recommend assembling a core team with defined roles and responsibilities, including:
Executive sponsor: Provides strategic direction, champions the project and removes roadblocks when necessary.
Project manager: Serves as the primary liaison with Interfolio and oversees timelines, communications and testing.
Software administrator: Manages ongoing configurations and updates post-implementation.
Data manager (IT): Oversees SSO, data transfers and integrations.
Subject-matter experts: Provide insights into faculty data, academic processes and related systems.
1. Discover: Laying the foundation for success
Our Implementation Services team begins with a kickoff meeting to align on goals, priorities and success criteria. Together, we will:
Conduct an in-depth business analysis of your institutionโs data and workflows
Define project roles, responsibilities and milestones
Establish a detailed project plan and cadence
Introduce supporting resources and tools
Regular meetings are held to track progress and manage risks.
Timeframe: Approximately 40% of the total implementation.
2. Execute: Building and configuring your solution
Using insights from the discovery phase, we begin the configuration and setup of your FIS according to your defined requirements. Key activities include:
Data provisioning and review
Initial configuration of the FIS
Integration with your existing systems and workflows
Timeframe: Approximately 20% of the total implementation.
3. Apply: Empowering your team
In this phase, Interfolio transfers knowledge and empowers your team to manage and maintain your system confidently. Together, we:
Review your configuration with subject-matter experts
Conduct knowledge transfer workshops
Finalise communication, deployment and end-user training plans
Timeframe: Approximately 30% of the total implementation.
4. Launch: Going live with confidence
Your system is ready to launch across campus. Interfolio will:
Conduct an implementation debrief
Transition your institution to ongoing support via your client success manager
Provide continued access to Interfolio University, best-practice webinars and live office hours with our experts
Reintroduce your account manager for long-term relationship support
Timeframe: Approximately 10% of the total implementation.
From discovery to launch, our mission is to ensure your institution feels confident and supported every step of the way.
Ongoing support
Throughout implementation, your team will have access to Interfolio University, our e-learning platform featuring self-paced workshops that complement the guidance you receive from your project manager during each implementation call. This resource helps your team build and maintain a strong foundational understanding of product functionality both before and throughout the implementation process.
Following implementation, we will ensure you continue to realise value from your FIS through regular advisory meetings, optimization recommendations and product updates. Youโll also have ongoing access to:
Product Support team for technical support and product questions
Interfolio Product Help Site full of articles, end-user eLearning, technical documentation, webinar offerings, and more.
Interfolio University for continuous learning for our system administrators
Best-practice webinars and office hours for community engagement
Your account manager for strategic growth and expansion discussions
Client advisory services
Our Client Advisory Services team works in close partnership with your institution to ensure lasting success with Interfolio. We focus on strategic guidance, adoption support and continuous improvement so that you can maximize the value of our solutions.
Technical and product consultation
Your customer success manager (CSM) serves as your strategic advisor. They offer guidance on implementation, integration and single sign-on (SSO). They also provide workflow optimization recommendations and share partner feedback to help shape the product roadmap.
Annual executive business review
Your CSM facilitates periodic strategic reviews with your leadership team. Together, we analyze system adoption, usage trends and return on investment to identify opportunities for growth and expanded impact across your institution.
Customer success manager
Your institution is assigned a CSM who provides:
Strategic guidance and operational support
Regular advisory meetings and progress reviews
Workflow optimization and best practice recommendations
Change management and faculty adoption support
Consultation on new use cases and system expansion
Customized end user training
We offer both virtual and in-person training tailored to specific audiences, including faculty, academic leaders and administrative staff. Each session builds user confidence, deepens system understanding and promotes best practices for daily use.
Training and learning resources
Interfolio University
All partners receive unlimited access to Interfolio University, our e-learning platform that supports continuous learning and system mastery. The platform offers 24/7 training modules, video tutorials and practical guidance to help faculty and staff make the most of Interfolio.
Interfolio product help site
Our online product help site is publicly available to all users and provides access to help articles, user guides, best practices, technical documentation, release notes, role-specific eLearning courses, and registration for webinars and office hours.
Best practice webinars
Experts from our Client Success and Product teams regularly host our Best Practice Webinars to walk through new product features, common use cases, strategies for increasing adoption, and ways to bring more value to your institution using Interfolio products.
Interfolio client community
Institutional administrators receive access to our client community where they can manage cases submitted at their institutions, view and follow known issues and operational status updates, vote on product ideas, join user groups, and explore product roadmap information.
Newsletter sign up
Join our mailing list to receive updates on:
Product releases and enhancements
New features and best-practice guidance
Webinars, workshops and collaboration opportunities
Stay informed about the latest developments and insights that help you get the most from Interfolio.
The Elsevier Impact Conference
The Elsevier Impact Conference provides a unique platform for our customers and users to explore shared challenges, build cross-departmental partnerships and drive innovation across academic, research and library fields. With dedicated solution tracks, interactive workshops, and ample networking opportunities, the series aims to foster collaboration and empower attendees to elevate their work and their impact.
Data security and protection
Protecting your institutionโs data is our highest priority. Our certified Information Security Management System (ISMS) ensures governance, control and continuous improvement across all operations.
Our security framework
Organizational security: Managed by dedicated security teams with ongoing staff training and awareness programs.
Access controls: Strict physical and logical access measures restrict data access to authorized personnel only.
Operational security: Continuous monitoring, event logging and rapid incident response ensure data integrity.
Business continuity: Robust disaster recovery and continuity plans maintain system resilience.
Compliance: Elsevier complies with global data protection standards and all relevant legal requirements.
Continuous improvement: Our policies, standards and controls evolve in alignment with industry best practices.
ISO 27001 Certification
Elsevierโs Information Security Management System is fully certified under ISO/IEC 27001:2022, confirming our commitment to maintaining a secure and compliant environment for all customers and partners.