OpusFlow onboarding. Get in the flow quickly
90% of our customers opt for some form of support when switching to OpusFlow. We think this is sensible, since a guided transfer process ensures that not only you, but also all your colleagues or employees get the most out of OpusFlow from day one. To develop a tailor-made program for your organization, one of our advisors will be happy to contact you. During a short intake, the following matters will be discussed: how many employees will soon be using OpusFlow, whether data should be imported, what the templates should look like, how the current business operations are set up and how this will work in OpusFlow in the future.
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Kick off
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.
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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.
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Templates & basic automations
Opusflow can make appropriate templates based on your own corporate identity and 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.
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Data migration
The data that you have collected over the years, of course, let's not 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.
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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.
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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
- Preparation by the customer
- Kick-off & mapping
- Additional check-up before going live
- Setting up - day part 1 (general)
- Preparation by the customer
- Kick-off & mapping
- Additional check-up before going live
- Setting up - day part 1 (general)
- Setting up - day part 2 (general explanation)
- Additional check-up before going live
- Preparation by the customer
- Kick-off & mapping
- Additional check-up before going live
- Setting up - day part 1 (general)
- Setting up - day part 2 (general explanation)
- Setting up - day part 3 (in-depth explanation)
- Additional check-up before going live
- Support after going live