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.
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.
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.
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.
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.
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.
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!