Onboarding
Implementation & Consulting
Your dedicated implementation consultant handles the full setup, trains your team, and configures OpusFlow around your workflows. No generic onboarding decks. No call centre. Just a specialist who knows the solar and energy installation industry.
What is an OpusFlow Onboarding?
Every installation business is different—and so is the onboarding journey. Depending on your company size and the specific integrations and automations you need, the onboarding timeline may vary.
Our consultants will sit down with you to understand how your team works and configure your OpusFlow environment based on the most efficient workflow for your business. This ensures a streamlined setup tailored to your operations.
While your environment is being prepared, you’ll get access to step-by-step interactive video tutorials to learn the platform inside out. You’ll also receive a dedicated sandbox environment where you can explore, test, and learn by doing.
This approach leads to a smooth onboarding experience and a shorter learning curve for you and your team.
Benefits of OpusFlow’s onboarding process:
- Tailored setup based on your team’s workflow
- Hands-on support from OpusFlow consultants
- Smooth and secure data migration
- Access to interactive, step-by-step video tutorials
- Test environment to explore and learn risk-free
- Shorter learning curve for your team
- Faster return on your software investment
When does onboarding occur?
Onboarding can take place under two main circumstances.
For new users
If you’re new to OpusFlow, we will set up your environment from scratch, configure the software to align with your business processes, and provide thorough training to ensure your team is well-equipped to use the platform effectively.
For existing users
If you’re already using OpusFlow, you may need to make changes to your existing setup. This could include:
- Optimizing existing processes: Seeking our expert advice to refine or change your current workflows within the platform.
- Implementing new features: Learning the best way to incorporate new OpusFlow features into your operations.
- Additional training: Enhancing your team's proficiency with the platform through more advanced training.
- System updates: Updating your knowledge and usage of OpusFlow to take advantage of new capabilities.
Why do you need onboarding?
Software plays a critical role in your company’s effectiveness and efficiency, but it may not always be your main focus. OpusFlow is a versatile tool that can be adapted to support your specific business processes. To ensure you get the most out of the software, it’s essential to configure it according to your unique needs.
Our consultants are not only experts in the OpusFlow platform but also bring extensive experience in industry best practices. They provide valuable advice and insights that can improve your operations and customer satisfaction. The implementation process also includes comprehensive training, enabling you and your team to become OpusFlow experts and empowering you to use the software to drive business growth.
How does the onboarding process work?
The onboarding process is tailored to the size and complexity of your business. Factors like the number of departments, roles, and users all influence the onboarding timeline and approach. Here’s an overview of how the process typically unfolds:
Initial cost estimation
Our sales advisors will provide you with an estimate of the costs involved in the implementation process, including setup, training, and ongoing support.
Scheduling
Our planner will contact you to schedule the onboarding sessions. These sessions will be coordinated to fit your availability. Your active participation is crucial—this includes providing necessary documents, practicing the workflows, and giving feedback.
Consultation
You’ll have an online meeting with your dedicated consultant to discuss your workflows and how OpusFlow can best support them.
Environment setup
Your consultant will configure the OpusFlow environment based on your business processes. You will be asked to provide relevant data and documents to ensure an accurate setup.
Onsite training
The consultant will conduct a defined number of onsite training sessions where you and your team will walk through the environment, provide feedback, and suggest improvements. These sessions are structured to ensure your team gains the knowledge needed and the OpusFlow setup meets your company’s requirements efficiently.
This targeted approach ensures that OpusFlow integrates seamlessly into your operations—driving productivity and aligning the system to your business from day one.
Custom
Onboarding is different for each company, based on the requirements and processes we will put together a customized onboarding process.
