Onboarding Project of a New Customer | WiseNetwork Oy

Onboarding Project of a New Customer

CONTRACT ANNEX 1. The onboarding process starts with the launch meeting, after which your system is opened. The project manager sets up the system with you and instructs your staff to use it. Finally, your system is published to your main domain, after which the onboarding is complete.

The Onboarding Process

1. The Launch Meeting

In the meeting we both

  • schedule the project
  • set more precise tasks for both
  • agree on communication guidelines
  • the necessary information for opening the system is collected.


2. Opening the system

The website is opened in the customer's domain as a sub-domain. Our graphic designer makes a visual structure according to your wishes, either by renewing old homepages or as a new structure for you based on one of our website models. Customer's responsibility is to generate the text and image content.

The admin side of the system is opened simultaneously, and you can find there all of the applications and tools included in your contract. The project manager makes the necessary settings based on the information you provide, instructs you how to use the sub-areas and guides you in building the content.

3. Guiding sessions

During the onboarding the following areas will be guided:

  1. CRM and CMS
  2. Sales
  3. Marketing
  4. Calendars (if in use)
  5. Economy
  6. Customer service actions


More in-depth trainings can be held as needed even after onboarding.

4. Responsibilities and duties

Tasks of the Customer

CMS

  • choosing the visual lay out of the website
  • delivery of website information: domain, proxy exchange key and delivery of DNS records
  • defining website menus
  • producing the text content of the website
  • Google Analytics credentials, if the customer has Google Analytics
  • providing the names and e-mails of the participants in the training sessions


CRM

  • housekeeping the customer register and submitting it to WiseNetwork according to the instructions
  • tag map design/selectio
  • planning/selection of user roles
  • providing the names and e-mails of the participants in the training sessions


Sales

  • sending the payment intermediary information of the online store (Stripe keys)
  • forwarding the supplier information of the payment terminal's card settlement service
  • delivering the accounting sales accounts
  • POS payment methods and accounts
  • adding and categorizing products for the POS and the webshop
  • providing the names and e-mails of the participants in the training sessions


Marketing

  • providing email marketing information; sender email, names of mailing lists (based on tagging),
  • providing transaction information; event categories
  • providing information on data collection forms; links to current form
  • providing the customer representative with the names and e-mails of the participants in the training


Economy

  • invoicing and recurring charges:
    providing information; invoicing methods, invoicing interval, reminder billing principle and collection principle
    valid consumer invoice notification


Tasks of WiseNetwork

CMS

  • opening the system with the visual appearance desired by the customer
  • website settings based on the information provided by the customer
  • implementing the lay out of the website
  • Activating Google Analytics
  • CMS training




CRM

  • exporting the customer register to a new position according to the file provided by the customer
  • assisting in the creation of the tag map
  • advising user role settings according to the employee role
  • CRM training




Sales

  • entering payment intermediary information
  • entering card billing information into the database
  • ordering possible new POS devices, if the customer wants to integrate the devices with the system
  • entering information on POS
  • setting up POS payment methods with accounts
  • sales training



Marketing

  • Setting up email marketing
  • Setting up event categories
  • Accept the privacy statement button in data collection forms
  • Marketing training





Economy

  • Settings for the recurring charges


The onboarding is completed within an average of 20 working days from the launch meeting. The project manager makes sure that you get the system up and running smoothly and that your staff learns to use it. After onboarding, the customer is been helped by the support, in other words our support services help with technical matters or problems related to the use of the system. If you have any thoughts or questions about using the system, the assigned service manager will go through these issues with you.