OpusFlow onboarding

OpusFlow onboarding facilitates a smooth transfer for all users. To customize a program for your organization, our consultants will discuss matters such as user numbers, data importation, template design, and business operations during a brief intake.

Kick off

When you get started with OpusFlow and choose support with the transition, we start With an online kick-off. During this session we discuss the Most important goals and we discuss the best approach to migrate.
Furnishing and configuration

We will work together to set the master data, to continue the institutions of OpusFlow and to introduce all employees. Together with the Business Consultant we look at all OpusFlow modules thoroughly. In addition to the basic settings, we also discuss the PV designer, projects, planning, stock and bookkeeping.
Templates & basic automations

Opusflow can make appropriate templates based on your own corporate identity. After the one -off setting you can be sure that all communication towards your customers is uniform, regardless of which employee is working on it. The basic automation is also set up so that no tasks are forgotten.
Data migration

The data that you have collected over the years won't be lost. After we all have discussed goals and the settings are correct, we can migrate the data from your old system. How easy or difficult this is depends on various factors, but we do our best to do so much as possible to get data.
Training

Every company is unique. That is why OpusFlow is happy to make one or more tailor -made training sessions for you. In A short intake we discuss your needs. Possible topics that may be discussed are: working with the PV designer, working with the stock module, working with the CRM, planning projects and automations Set up.
Aftercare

After the migration, we inspect everything thoroughly. You have the opportunity to ask questions about the design And optionally we can also reserve time for training, so that you can get used to your brand new system. Let's enter into a great collaboration together!

Onboarding

Custom

Onboarding is different for each company, based on the requirements and processes we will put together a customized onboarding process.

More info

OpusFlow onboarding

Onboarding

Frequently Asked Questions

How do I prepare for onboarding?

Do I have to use the onboarding service?

Can I get assistance after onboarding?

Can I take all my data with me to OpusFlow?

How long does an oboarding take?