Onboarding: user rollout and training

Hi Tariq, I would like to start planning the user rollout. You have 200 licensed users and so far only a small group is active, so I think a staged approach will serve you better than switching everyone on at once. My suggestion is to begin with the credit-control team, then key accounts, then the branches in groups. For each stage I would run a short training session and leave a few days before the next, so questions can be picked up before they multiply. Could you tell me which team you would want first, and when your managers are least busy? I would also like one session with you on the admin side, covering users and connectors, before the first group starts. Kind regards, Laura Penhaligon Implementation Consultant, BB-Demo

Hi Laura, Staged is fine by me, and I agree with starting at credit control. They have the most to gain from seeing orders, disputes and invoices in one place, and they are used to being asked for feedback. I'll need to check with the branch managers before I can give you dates for them, as the busy periods vary by region. I'll come back to you on that by the end of the week. The admin session is a good idea. Can we do that before any of the team training? I'd like to be sure the user setup is right first, so nobody is let in half configured. Cheers, Tariq