Plan
- Understanding your goals
- Defining your software stack
- Planning measures for success
- Joining the accessplanit customer community
Build
- Setting up your system with a dedicated implementation manager
- Migrating your data
- Undertaking system training
- Introducing your online help center
Go Live
At 90 days:
- Your implementation project goals are met
- Your system is live for business use
- You are ready to roll out the system to all internal users
- Get your Priority Customer Success pass
Adopt
- Your system is a key part of your business
- You're seeing value every day
- We're planning for ongoing success
- Advanced training is completed
Optimise
From year 1 onward you're:
Free Demo
- Measuring success and revising new goals
- Having ongoing Customer Success reviews
- Accessing Beta features
- An active member of the accessplanit customer community
