Smooth, comprehensive and clear: our onboarding service
We understand that transitioning to a new solution can be daunting. That’s why our onboarding team is committed to making the experience as seamless as possible for you.
Get up and running quickly
We do everything necessary to ensure you have a positive experience as you integrate our solution into your daily operations.
Our onboarding journey has been designed by specialists and it will guide you through the entire process. The intelliflo onboarders are there to answer any questions and address any challenges that may arise. With their expert guidance, you’ll be well-equipped on your journey to utilise our solution to its full potential.
The components of our onboarding process
We provide support at every step of the way to make sure you can begin getting the very most from intelliflo office. Typically, onboarding is done in eight stages
Contract signing
Handover to onboarding
Introduction to your onboarding journey
Account build
Learning guidance
Onboarding support
Data migration
Go-live
System Configuration
Our onboarding journey guides you to understand your unique requirements so you can tailor the solution to suit your needs.
Onboarding support
We provide comprehensive sessions for you and your team, covering all system aspects, ensuring you are well equipped to get the most from it. Support is also available via our intelliflo connect community with a range of in-person events and recorded ‘how-to’ webinars, available 24/7.
Data migration
We’ll help you transfer your existing data to our solution. Our experienced team ensures that the migration process is as smooth as possible and secure, minimising any disruption to your ongoing operations.
Go-live and ongoing support
Once the solution is configured for you and your team is trained, we’ll help you go live with our solution. The ongoing support we provide through our customer success team ensures a positive experience as you further embed our solution and grow your business.
The benefits of our onboarding approach
Our onboarding service provides a seamless, efficient transition as you join our solution. It brings important benefits to you and your business:
Goal-oriented approach
We’re here to help you reach your business goals at a pace that suits your needs. We ensure our services are adaptable and scalable, helping you grow and succeed in the way that suits you.
Minimal business disruption
We understand the critical importance of maintaining your operations during the transition. We do everything possible to keep the disruption to a minimum.
Data cleansing opportunity
Having accurate, reliable information is crucial for making informed business decisions. We help you with data cleansing so you can refine and improve your existing data, ultimately bringing better decision making and increased efficiency.
Understanding, experienced team
Transitioning can be daunting, but we’re here to help your business through the process with compassion and care. We provide tailored support, ensuring you feel confident and comfortable at every stage.
Continuous improvement and support
As your business evolves, our solution and team will continue to support you. We stay up to date with industry trends and technological advancements, ensuring our solution stays relevant and beneficial to you. Our ongoing assistance guarantees that you always have access to the tools and resources you need to succeed.