Onboarding overview
What does it mean and how to onboard your company to Teamogy?
4 min. read
We all can’t wait to have new important member of your team called Teamogy in place and working. Let’s go through our onboarding guide and we are sure it will help you with the succesfull implementation.
Teamogy is great choice for each company that wants to work proffesional way and that wants to have one solution instead of many various, but new system, new processes and change of many habits is something what is in front of your company. It will not be easy, but we are ready to guide you through it and deliver it!
Our onboarding guide is here to be your helping hand.
QUICK OVERVIEW OF THIS STEP
From one point of view it is so easy to start Teamogy. Briefly said it is all about the basic setup of Teamogy and provide the training to team and you can go live.
On the other hand there are steps what we recommend to consider and may be invest time and energy to reach the best you can from having Teamogy.
Especialy for Management of company might be interesting some details in following topics what are shown below in the “Onboarding timeline”.
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Prepare for Onboarding | Week 1 | Duration |
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Kick Off | Set your goals and expectations. Think about, who is doing what and think about the date of going live, don’t forget to check our FAQ’s | 60 min. |
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The Team | Choose your onboarding manager or nominate team who will be responsible to onboard your company | 30 min. |
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Timing | Set the timing to each of following activites. It shouldn’t last more than three weeks and you can have fully working Teamogy in your company | 30 min. |
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Setup | Week 2 | |
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Create clan | Create your own Teamogy, choose your domain | 5 min. |
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Essentials | Set up the financial and regional essentials of Teamogy (like VAT rates, timezone, language,…) | 5 min. |
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Appearance | Make your Teamogy familiar. Upload your logo for prinouts of documents and for Teamogy environment | 5 min. |
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Users | Create your users in Teamogy, set up job titles, cost of manhours, set company structure by specify user’s upper managers | 30 min. |
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Access | Wisely think about the access of users and they priviledges | 30 min. |
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Addons (optional) | … | depends on the scope |
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Training of the Team | Week 2 | |
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Prepare Training | Prepare the training groups, prepare training environment, physical or remote training room, prepare the scenarios | 60 min. |
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Training | Each user involved in Teamogy should attend the relevant training (online videos are available or personal trainee may handover the knowledge) | 60 -180 min. |
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Going live | Week 3 | |
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Launch plan | Prepare the plan what users will start and with what. What application will be replaced as a first and how you want to add a new and new activities in the first week of going live | 60 min. |
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Check before life | Perpare the real environment, invite all users, check the access righst again and preapre the welcome mail with instructions | 60 min. |
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Go live | Start using teamogy according to your launch plan and control everyday the performance. Be ready for some issues, but you will stand it J | |
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Done! |
Now, you know what is whole onboarding about. Each step of onboarding has its own, similar post to this one. We believe that your onboarding will be succesfull.
Don’t forget that our team is ready to help you in case of need. Also below you can find our latest related posts section from our Blog. Great tips and real stories mostly shared by Teamogy users are ready to give you inspiration and help you to decide how to manage your company the best.
Helpfull articles – Real stories from our Blog
Referencje agencji i Teamogy
Czego tak naprawdę oczekuje klient, prosząc o „referencje?
W jaki sposób Teamogy może pomóc ci lepiej sprzedawać klientom?
Każdemu zdarzyła się sytuacja – wysyłasz klientowi wycenę i zdajesz sobie sprawę, że klientowi nie podoba się proponowana cena. Klienci wyrażają swój brak zgody na cenę na różne sposoby. Tych sposobów jest wiele, od prostych i ostrzejszych słów, takich jak „Chyba oszalałeś”, po bardziej kulturalne.