We lead the build. The few things we need from you are small, but they are what keep onboarding moving. Here is exactly what they are, how ready you are, and a short list to work through before Discovery.
Onboarding delays are almost always caused by data not being ready or key people being unavailable. Being clear about this upfront means we can plan around it together.
One person with the authority to make decisions, named before your Discovery session.
From your Project Lead while onboarding is active, mostly in short, regular sessions.
We provide the templates. You complete and review them within the dates we agree.
Sessions that are missed have to be rescheduled, and that can push go-live back.
Configuration choices and data sign-offs held longer than five business days are noted as customer-held delays.
Teams that explain the why internally and involve people early see faster adoption and better results.
Seven quick questions, about two minutes. You will get a readiness score and a tailored list of what to sort first. Nothing is saved or sent. It is just for you.
Answer honestly. There are no wrong answers, only things worth knowing before we begin.
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Tick things off as you go. Your progress is saved in this browser, so you can come back to it. None of it is sent to us.
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This is the single most useful thing you can do before onboarding begins. One name, with the authority to make decisions and the time to stay close to it. Tell your Joblogic contact who it is, and we will build the plan around them.
