01 / Scope and process
Identify the work to follow, customer processes and first user group. Shape the demo around a representative workflow.
02 / Data and access
Prepare company information and the initial data needed. Review user access and responsibilities around your organisation.
03 / Training and adoption
Walk through daily scenarios with the team. Agree the scope of go-live and follow-up discussions in the project plan.
Frequently asked questions
How soon can we start?
Timing depends on users, data and process scope. We agree an implementation plan after reviewing your requirements.