Onboarding Process Timeline

During your Onboarding with improveit 360, we follow a phased approach. 

First, we will gather requirements for customization, what features or functionality are you looking for that improveit 360 doesn't come with out of the box? 

In our second phase, improveit 360's team will build out integrations and configuration and review those with your team. Simultaneously we will be evaluating your data mapping. Your team will complete the Data Mapping forms to ensure a clean transfer of data. Once your integrations, configurations and data mapping are finalized, your team will Sign Off and we move onto Phase 3. 

During Phase 3 your Champion will complete their Training Courses on the improveit 360 Academy. Then the Champion will train your internal teams while creating documentation on your internal Standard Operating Procedures. 

In Phase 4, you will send your Final Data Export to our team. improveit 360's Team will complete the Final Data Load on the day your team Goes Live. We will continue to check-in with you and your team to ensure CRM Success as you are transitioned to our dedicated Support staff. 

* Dependent upon Configurations and Integrations and complexity of Data Mapping

** The Champion will want to spend ample time Training your team during Phase 3. Documenting your internal Standard Operating Procedures is also highly recommended in Phase 3. 

*** If adequate training was not provided during Phase 3, the Champion User may be doing extra education for your internal teams during Phase 4.

Remember, documenting your Standard Operating Procedures during Phase 3 will not only help your Go Live go more smoothly but it will also work as a guide to Train new team members when they start.