- Kick Off Call
- This is the big date where we start supporting you and your team. We will introduce you to your Onboarding team, go over how to engage us for support, timelines and then we will start going over the filled-out Workbook.
- Client Understanding Call
- This is a 20 to 30 min call with your Onboarding Engineer and one of your power users. The purpose of this call is to see how you work and it gives our Onboarding Engineer a chance to take a look your current systems in action. This will allow us to make adjustments to our platform.
- Setting up the platform
- Data / email syncing to platform
- Training Sessions (Admin / User)
- Live Admin Training – Compliance Training with Client on the meeting
- User training – Recorded Training.
- Cut Over Date
- This is where we go live. We’ll typically do a cutover on a Thursday night into a Friday morning. What this means is that we’ll ask you not to access your files Thursday night after 5pm until Friday morning. This allows us to do a final sync of the data and then you are up and running that Friday morning. Our team is on standby if there are any questions.
- First Post Migration Follow-up call 48 hours after Cut-Over Date (1 hour in length)
- 48 hours after Cut-Over Date (1 hour in length) – Onboarding Engineer, Service Manager & Client (Point of Contact)
- Second Post Migration Follow-up call 7 days after First Post Migration Follow-up (1 hour in length) (if needed)
- 7 days after First Post Migration Follow-up (1 hour in length) – Onboarding Engineer, Service Manager & Client (Point of Contact)
- Transition to Support Team