Onboarding

Your quick start

BigChange Onboarding is our system configuration and setup training package. It’s designed to get you up and running in a few short weeks. It’s a fast-track deployment, to give you the right start for success, with the capability of creating as many items (subject to licences purchased) needed to optimise your operations.

What’s Included

32 hours of remote Onboarding support (valid for use within 3 months from project initation)

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Demonstration & Training on all BigChange core system features via webinar

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Demo & Training on all BigChange system features to a team

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Importation of existing data (in specified formats)1

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Unlimited parent + child contacts1

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Demonstration of how to set up back-office user profiles

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Demonstration of how to set up mobile worker profiles

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Demonstration of how to set up vehicle fleet profiles

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Demonstration of how to set up job types

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Demonstration of how to set up worksheets

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  • 1. Data import is available for a number of specified formats (if deemed necessary).

Who is Onboarding for?

BigChange Onboarding is suitable for the majority of standard deployments where customers are using the system with industry-standard business processes.

To ensure customer success, Onboarding is designed for companies who can dedicate time towards the project.

Standard Onboarding is not suitable for businesses with complex stock/financial requirements or if custom integration/automation is anticipated. Talk to your sales representative who will work with our Professional Services and Onboarding Teams to design a package that suits your requirements.

Our team will assist you with planning to Go-live

We’ll train you how to setup and use the system

We’ll help you identify the best way to configure the system

We’ll assist you in importing your existing data*

  • *We use Excel for the upload, we’ll supply the templates for you to populate

Features of the system covered as part of your onboarding package:

Web Users

WEB USERS

Creating new users, assigning roles, user spec

Job Setup

JOB SETUP

Categories, job cards and custom fields

Resources

RESOURCES

Creating & amending groups, fields & settings

Worksheets

WORKSHEETS

Question types and stages of procedure

Vehicles

VEHICLES

Maintenance activity, costs and grouping

Worksheets

JOB SCHEDULING

Create jobs

Timesheets

TIMESHEETS

Enforcing options and creating reports

Tablet Workflows

TABLET WORKFLOWS

Filling timesheets, worksheets and job completion

Expenses

EXPENSES

Specialised for groups and vehicles

crm

CRM

Creating contacts, groups and relationships

File Library

FILE LIBRARY

Creating doc groups and database

Booking site

BOOKING SITE

Customer access portal

Stock & equipment

STOCK & EQUIPMENT

Product categories, tracking items with simple stock setup and usage

Financials

FINANCIALS

Creating financial documents and simple invoicing processes

QUESTIONS TO ASK…

How long does the onboarding process take?

Our most successful Onboarders are completed within 12 weeks, and involve a full collaboration between our customer and BigChange. Getting your system up and running successfully requires actions to be completed by both parties. The customers who are able to dedicate resources solely to this project are those who get up and running in the shortest time.

Would it be helpful to have a dedicated person to lead the onboarding process?

Absolutely! We would suggest that you form a mini ‘project team’, that is lead by a senior team member. This team should ideally be made up of representatives from all departments which will utilise the features of BigChange. These can include people from your finance department, operations team, and engineers/drivers; they do not need to be present for every session, but should be on hand for the first meeting.

Will BigChange do what my current system does?

BigChange has been built from the ground up, and is used by over 1000 companies in over 60 different market sectors completing jobs, sending out invoices and managing their CRM system in a streamlined manner. By purchasing BigChange you have the perfect opportunity to visit processes that you have been following for many years, and optimise them to a more efficient way. If you are unsure as to whether a particular feature exists within BigChange, or how a certain process would be completed, please do ask your Sales Representative who will be happy to demonstrate the functionality to you.

Can I bring across data from my current system(s)?

Bringing over current data (contact, stock, vehicle and resource information) is possible by using our import service. Our import service allows data that you have placed into a template to be easily added within a few clicks. If you are thinking of bringing over any of your data and wish to see the import template that you need to populate, please ask your Sales Representative who will be happy to provide a copy.

I’m still not sure of something, can I ask you?

Please do! We want to make sure the Onboarding process is as smooth as possible. It is highly unlikely the question you want to ask is one that we have not heard before and don’t have an answer to.

See how BigChange can help with the coronavirus
See how BigChange can help with the coronavirus

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