Guide: Onboarding & Implementation

Here's what you can expect from the Onboarding and Implementation processes

There are two essential phases to launching and utilizing Allmoxy as a business expansion tool: onboarding and implementation. In this article, we'll review the following: 

• The difference between onboarding and implementation
• What you can expect from Onboarding
• The Implementation Process
  
  

Onboarding equips the right people from your team with the knowledge they need to perform their daily tasks in Allmoxy. Essentially, this process is our Customer Success team teaching your team about the software, how to use it daily, and consulting on best practices to ensure you receive the full value the software can offer your business. 

Implementation is the process of building and customizing the catalog to match your product offering. This process requires a transfer of data from your team to our service providers, whether you're having our services team complete the catalog build or our service providers are training someone on your team to become your company's Allmoxy ninja. 

The good news is that these two processes can happen simultaneously so that when your catalog build-out is complete, your team is also equipped and prepared to implement the software!

What you can expect from Onboarding:

Your company will be assigned a dedicated Customer Success Representative. This person is your point of contact for BOTH processes. You will work with a service provider at times, but consider your Customer Success Rep your advocate and go-to Allmoxy advisor. 

Onboarding is typically a weekly training session to cover various topics within Allmoxy: financial settings, order entry, inventory management, etc. We highly recommend having at least one person attend each session consistently and then inviting applicable members to the sessions depending on the topic. 

Here's a quick rundown of each week's topics: 

• Step/Week 1: Customer Experience

• Step/Week 2: Automation

• Step/Week 3: Shipping & Production

• Step/Week 4: Financial Settings

• Step/Week 5: Onboarding Complete(You can run an order!) & Next Steps

The Implementation Process: 

The implementation process requires a transfer of data. If you're utilizing our services team to build out your catalog, you will be invited to a scoping call where the logistics of your product offering will be discussed and evaluated. You'll then be asked to supply any available resources to our team that would inform their understanding of how your catalog is set up. Here are a few examples of resources you can share: 

• Your catalog offering: a spec guide, spreadsheet, existing order form or website that lists your available products.
• Your current pricing structure: This might be a .csv, a pricing matrix, a spec guide, or a published price list.
• Your available options: materials, construction methods, finish options, hardware selections, etc.
• Your current processes: provide any existing order forms, cut lists, export files, etc that you and your team use daily.
• Make a list of non-negotiables for your new resources in Allmoxy: For example, everything has to display in decimals for our shop. Or, we have to include our labor costs into our product instead of a percentage markup. 

Our team will take these documents and build out your catalog. This is an iterative process that requires someone who is extremely familiar with your catalog to test the build out and certain stages. If you need additional clarity or assistance during the implementation process, please notify your dedicated Allmoxy customer success representative.