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.
Please send communication and documents to the email address firstname.lastname@example.org. 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:
Compilation of your 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:
You are given access to your FL3XX environment. We work together to configure and integrate FL3XX into your day-to-day. Training sessions are conducted and important email set-ups occur.
- Part 3:
GO-LIVE. During Go-live, a checklist is used to ensure both sides are ready to begin. Once marked off, we remove the "training wheels", do a little dance, and you are now ready use FL3XX!
We will discuss this process, the timeline, and the onBOARD in more detail during the initial onboarding call. Further questions can be sent to email@example.com.
Let's get started!