Process, Communication, and Timeline
Welcome to FL3XX Onboarding - we are excited to welcome you to the process of building your custom-configured FL3XX environment!
Onboarding at FL3XX is a multi-step process. To coordinate the process, we will assign a FL3XX Onboarding Specialist to your team. We ask that you assign a FL3XX Onboarding Manager on your side: a person who can oversee onboarding as a whole, facilitate solutions on your team, and be responsive as we move through the process.
To coordinate the process: we will use the FL3XX Onboarding Management Board (onBOARD), which is hosted on Trello. You will receive a link to the onBOARD before your first onboarding call. The onBOARD has cards with information and a deadline for each step.
To communicate: Please send communication and documents to the email address onboarding@fl3xx.com. This is a shared inbox for our onboarding team, which allows us to answer your inquiries faster. You can send a request for a phone call or a drop-in meeting to this address as well! For quick updates and questions, we will also communicate in the comments of the cards on the onBOARD.
To align timelines: Before your first call, we coordinate a timeline with FL3XX Sales based on your needs, and then create the onBOARD to fit within that timeline. Looking at the dates of the onBOARD cards - especially the GO-LIVE checklist card - you can see the proposed pacing of the onboarding. Accepting this schedule means that you are making a commitment to finish each step by its deadline. FL3XX is making that same commitment to you! The proposed GO-LIVE date marks the beginning of your billing.
The basic process for onboarding is as follows:
- Part 1: In Part 1, you will compile documents, photos, and data. The data is divided into 5 categories and cards, which can be worked on at the same time within your organization. FL3XX reviews the data and builds your basic instance.
- Part 2: In Part 2, you are given access to your FL3XX environment. We work together to configure and integrate your FL3XX. Training sessions are conducted and important email set-up occurs.
- GO-LIVE: During GO-LIVE, a checklist is used to ensure both sides are ready to begin. We remove the "training wheels" from your FL3XX - and celebrate!
We will discuss this process, the timeline, and the onBOARD in more detail during the initial onboarding call. Further questions can be sent to onboarding@fl3xx.com. Let's get started!