Client On-boarding Process

Authors

ProcessFast

Created

01/02/2020

Modified

09/08/2021

What To Expect

To be filled in.

Overview

  1. Secure Connection Setup and Testing

  2. Free Trial Period

  3. Becoming a Client

  4. TPS Usage Assessment

  5. Confirming Your Organizational Structure and Process Flow

  6. Collecting or Laying out Internal SLA’s for Touchpoints in Your Process Flow

  7. Deployment of Access Roles based on Assessment, Structure and Process Flows

  8. Assign Roles to People in Your Organization

  9. Filling in the Gaps - Adding Any Needed Custom Reports

  10. Setup of Automated Deliveries (Emailed Reports)

  11. Setup of any KPI Alerts