Your Ottimate Onboarding Roadmap

Throughout the onboarding process you’ll feel supported by a team that is always looking ahead to ensure you move seamlessly from one phase to the next. One step at a time, the Ottimate team will see to your success!

Important Milestones

Kickoff

    Kickoff Call Held

    Account Build Begins

Implementation

    Key User Training

    Account Build Confirmed

    Required Export(s) Functional

    Successful End to End Workflow

Go Live

    Onboarding Benchmarks Hit

    Secondary Onboarding Tasks Completed

    Secondary Users Trained

Adoption

    Migration to Customer Success and Support Teams

    Continued Adoption

Essential Benchmarks

During implementation, your Onboarding Specialist isn’t just looking to teach you how to use the system; they’ll also be monitoring your progress with adoption and your success with transitioning from your old workflow to the new flow that includes Ottimate.

Ottimate Core Benchmark

40% of invoice threshold exported from Ottimate to your ERP within your first two months

Ottimate VendorPay Benchmark

40% of invoice threshold processed through VendorPay within your 1st two months

It’s only after you’ve successfully met your benchmarks that our team will consider transitioning you from onboarding to our Customer Success and Product Consulting teams.