What to Expect during on-boarding
The On Boarding Process can seem daunting but at its core there are several distinct phases that break the process into manageable pieces.
We will walk you through every step using a shared checklist that has been developed over years of migrating new clients.
The Basic Phases:
- Initial Kickoff Meeting: We will discuss the absolute first steps in the process and orient you to the checklist.
- First Data Pull: As a launching point we will bring the data in from your old system.
Training and Data Validation: Using your data that has been migrated, we will begin training you on eCELLAR. We will also work with you to ensure accuracy and validity of the data.
We have found the most success when this process is scheduled for six to eight weeks.
- Systems configuration: We will assist you in setting up the essential systems within eCELLAR for your operation and support with any additional tasks.
- Public Website Staging: Your web designer will provide a staging or test web site. This is used to ensure functionality with eCELLAR, as well as for training.
- Final Data Pull and Go-Live: The night before your desired "go-live" day, we will perform a second final data pull. We will then work with you and your team to ensure a smooth transition.
While each individual's clients' needs are different, these are the steps we take to ensure everyone's data and use of eCELLAR.