Done for you onboarding is perfect if you want a seamless, efficient, and hands-off experience when integrating new systems or processes into existing operations.
With Done For You Onboarding, you can expect a personalized approach where our team of experts do all the work. From the initial setup, customization, data migration, and integration with other tools, to thorough testing and employee training, every detail is meticulously handled for you.
Deliverables:
Your systems and processes are configured to your needs.
Secure and precise transfer of all your important data from existing systems to Topline OS.
Seamless integration with your other business tools.
Comprehensive testing is carried out to ensure that everything is running efficiently.
Topline OS expert training sessions for your team to help understand and utilize the new system to its full potential.
Product Details:
Custom configuration: user accounts, permissions, and roles set up according to the company.
Integrations: Connecting the software with other tools like Google My Business, Slack, and more.
Customization: Tailoring features like dashboards, reports, or notification settings to match your preferences.
Automation Setup: Creating workflows or automations that save time and increase efficiency.
Security Setup: Ensuring proper security protocols are in place, such as two-factor authentication and data encryption.