SAM Launch - Set Yourself Up for Success.

Be Excited — You’re Building Something Powerful 🚀

You’ve taken an important step forward. SAM isn’t just new software — it’s a tool that will strengthen your programs, support your team, and bring clarity to your operations. The time you invest now will lead to greater efficiency, accountability, and long-term impact, and before long, SAM will feel like a trusted teammate supporting your mission every day.

SAM Leads make SAM work

SAM Leads help make SAM work for you. They manage users, tailor the system to your processes, and serve as the clear connection between your organization and the SAM team — keeping communication streamlined and your voice unified.

A strong SAM Lead understands how your organization operates and aligns your real-world workflows with what SAM can do. Identifying this point person (or small team) is one of the most important steps in a successful rollout.

Who makes a great SAM Lead?

Someone who:

• Is invested in making SAM successful
• Has time to learn and engage with the system
• Understands your mission, workflow, and operational requirements
• Knows the different roles on your team and how they use SAM
• Is comfortable with software and willing to explore, test, and try new features

And don’t forget backups. Make sure two to three people understand SAM and how your agency uses it. This ensures continuity during vacations, sick days, or unexpected absences — and protects your progress.

The right SAM Leads don’t need to know everything on day one. They just need curiosity, ownership, and commitment.

It Takes a Team — Identify Your Go-To Program Partners

Your SAM Leads may be the most comfortable with technology, but they don’t have to be experts in every program. Building the right internal team around them is essential.

Your SAM team should include:

Program Directors
Program experts and key decision-makers who define requirements and approve workflows.

Casework Team
The people doing the day-to-day work. They understand the real-life details, edge cases, and practical needs — and provide critical feedback.

SAM's Support Team
System experts who understand case management language and guide you in translating your workflow into SAM effectively.

When the right people are involved from the beginning, gathering workflows and documents becomes faster, clearer, and more successful.

Make Time for SAM — Learn It. Practice It. Own It. 🎯

Starting something new takes intention. Like any powerful tool, SAM has a learning curve — but the time you invest now will pay off daily.

Set your team up for success:

• Block dedicated time to review the Get Started Series (emails and videos)

• Practice in SAM as you learn — click, explore, and test alongside the training

• Meet as a team to discuss processes, gather electronic documents, and clarify your requirements

Implementation isn’t something you squeeze in — it’s something you prioritize. The time you make now determines how confident and effective your team will be later. Let's go!