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.
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