The Crucial Role Onboarding Plays in Unlocking the Value of EBIS
Through our extensive experience with numerous customers, we recognize the utmost importance of onboarding in order to maximize the value you and your team derive from the software, regardless of your prior familiarity with EBIS.
Also, during the initial Go Live phase, we take proactive measures to reduce any operational challenges. By collaborating closely, we ensure that the transition to Go Live is smooth and doesn't adversely affect your operations or revenue.
Virtual & On-Site Onboarding and Support
To ensure you and your team start out on the right footing, no factor is more important than ensuring EBIS 5 is deployed correctly with an effective, proven and process-driven implementation.
Get data and system prepared and ready prior to kick-off of ongoing training sessions including setting up the system and business rules such as Users/Profiles, Permissions, Billing Profiles, W/O Types, Sign-offs, etc.
Set up the system and business rules such as Users/Profiles, Permissions, Billing Profiles, W/O Types, Sign-offs, etc. for Admins, DoM's, Billing Personnel, etc.
Support technicians, parts managers with time tracking, ordering parts, working with quotes, tools, completing W/Os, etc
Provide answers & guidance with any specific questions or topics. Pre Go-Live support is typically under 2 weeks of go-live date and Post Go-Live includes one week after Go-Live.
What Others Are Saying About Onboarding
“It was best for us to partner with your implementation team to get the best practices and the reasons why to configure the system a certain way..it allowed us to go live more quickly and efficiently than we would have otherwise.”
"I told my guys as we were training, don't compare EBIS 3.2 to 5. Come at it with a fresh perspective. With a fresh perspective you realize how intuitive it is and easy it is to use."
FREQUENTLY ASKED QUESTIONS
Yes, we require for some of the reasons below:
Familiarization: It allows our clients to become acquainted with the software's interface, functions, and features. Understanding these aspects is crucial for efficient and effective use.
Maximizing Potential: Proper onboarding ensures that EBIS users grasp the full potential of the software, enabling them to utilize all available features, ultimately maximizing the value and benefit they receive from the product.
Reducing Errors: Training during onboarding minimizes the potential for user errors or misuse of the software, which can lead to inefficiencies or issues down the line.
Accelerated Adoption: Onboarding accelerates the process of adopting the software, ensuring a smoother transition for users or clients integrating it into their daily operations.
Customer Satisfaction: Proper onboarding contributes to higher customer satisfaction as users feel supported, empowered, and confident in using the software, leading to a more positive overall experience.
Support and Troubleshooting: During onboarding, users learn how to seek help or troubleshoot common issues, reducing support queries and enabling smoother resolution of any potential problems.
- Dedicated onboarding specialist
- 10+ hours of prep, onboarding & training (Additional training can be purchased in 5-hour blocks)
- Continued support via EBIS Help Desk
- Combined with Virtual Onboarding & Training
- (2) EBIS Trainers to be on-site to assist with data migration, setup, configuration and training. Minimum 2 days onsite/visit
- 1-hour/week (max 5 hours) of status check-ins between visits
We've designed a structured onboarding service that was based on work with numerous other clients and ensures we cover at least the minimum material. We additionally offer on-demand training sessions as needed. While we are willing to discuss your custom needs, we typically don't do custom onboarding as this limits our ability to best serve our clients.