The Team

Who will implement Teamogy? Do we have Onboarding manager ?
(4 minutes read)

Implementation of the system is a big step and hard task. It is important to choose the best person or team for it. In this chapter we will share with you some good tips and advises, who should be your best Teamogy Onboarding manager

QUICK OVERVIEW OF THIS STEP

1. Who is our candidate? Owner? CFO? Manager?

Think about who will be in charge of to guide your company through onboarding. Who knows your business and has authority in your company and is motivated to this job

2. Onboarding manger duty is

Collect all data needed for proper setup, Knows teamogy perfectly, Is able to share knowledge within the team

3. What else describes onboarding manager?

Person who prefer transparency and simplicity instead of complicated details. Person who is a bit tech savvy.

4. And how much time is needed?

Person should be focused mainly to this project. But aproximately in next 3 weeks it is about 5 mandays (zde si netroufám odhadnout.. zatím musíme to nějak proměřit odhadnout)

Onboarding manager nominee

– Teamogy will be the core system used in company. Experienced person who’s mainly ambition is to have simple streamlined and transparently running company should be the partner from client side

– Teamogy love to cooperate with CEO’s, MD’s CFO’s or any other top managers in the company

note: The more people from the company will be involved the more opinions and various approach will affect the implementation. Just consider that and choose the one, or the team who is able to decide well for your business

Tip: Use our Onboarding checklist to fill who is your Onboarding manger/team

Duties and responsibilities of Onboarding manager

Basic setup of system needs to be done before the other team members will join

– Upload logo and set up the printouts

– Create all users of Teamogy

– Prepare list of companies (clients & brands) to be imported (optional)

– Set up financial part (Numbering sequence of invoices)

– Who will do what in system, who is whom supervisor, who will see what (access rights)

– Decide what advanced features will be implemented (Approvals, Dimensions,..)

Onboarding manager will allways be one step ahead with the knowledge about how to use Teamogy. So is able to share this knowledge with others in the team. Basic training for all users is simple but important

All common training sessions are ready in section of Training, so Onboarding manager is able to first study and than share the knowledge within the team

Self training of users using our Teamogy manuals & guides or face to face training with Teamogy master is possible. System is easy to understand, so it will be smooth

Onboarding manager should supervise at least at the very beginning that people are using Teamogy well and basic entries are created constantly. Activities are becomming into habits usually after 21 days, so in this period is necessary to mainly check:

Jobs are opened for every single new project, activity for clients

Time is tracked on a daily basis by almost everyone in the team

Quotations are created in the documents module

3rd party costs are entered into Teamogy

Clients are billed based on data or directly from Teamogy

Tasks are distributed for all kind of requests coming from clients or from agency itself

Onboarding manager should be mastering Teamogy and should be able to answer various questions from colleagues. Anytime is possible to use Teamogy consultants to have a helping hand with any kind of request or needs. 

RESULT OF THIS STEP: And the winner is?

If you found your best person or members of your team to nominate to the role of Onboarding manager, than we can congratulate!
Now is time to introduce to this person his new role, motivate him and inform other memebers of your team about new role of the person you nominate.

 

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.

Onboarding

Previous
Next

Helpfull articles – Real stories from our Blog

Marco BBN uses Teamogy daily for a real-time overview of the agency.

Marco BBN uses Teamogy daily for a real-time overview of the agency.

by | May 31, 2024 | ,

This year marks 30 years since the brothers Pavel and Petr Marek founded the Marco BBN agency, a relatively unique agency on the Czech market, as its specializations include, among other things, B2B marketing, which has many specifics.

We talked to one of the agency’s founders and its Managing Director Pavel Marek about marketing know-how for B2B clients, interesting case studies, and how membership in the BBN network or the daily use of the Teamogy system helps the agency. And we looked a bit into the near future.