Onboarding is structured so you always know where you are, what is next, and what good looks like. Select a stage to see what happens inside it.
We start by understanding your business and agreeing what a successful onboarding looks like. This stage sets the direction for everything that follows, so the build is right first time.
Output: a signed-off project planWe build the system around the way you work and bring your data in, starting with live work in progress. Training is delivered in phases so people learn what they need, when they need it. This is where your first value moment lands.
Output: your first live jobs raisedThe full switch. Historical data comes in, we run a readiness review together, and once it is signed off you go live across the business. Your Customer Success Manager picks up the relationship from here.
Output: full operational go-liveGoing live is the start, not the finish. Your Customer Success Manager tracks how the system is being used and the return you are getting, and helps you grow into more of the platform as you are ready.
Output: adoption and return, trackedMost customers reach full go-live within 90 to 120 working days. Projects move faster when data is ready and the right people are available. If a timeline ever needs to shift, we will tell you in writing and explain why.
Smaller teams often prefer to set up at their own pace. Most choose a dedicated consultant to run it end to end. Complex, multi-site businesses get a structured project management service.
Best for smaller businesses that want to configure at their own pace.
A named Onboarding Consultant who runs your implementation end to end.
For complex, multi-site implementations that need formal project governance.
Not sure which fits? Your Joblogic contact will recommend the right option based on your size, your data, and how quickly you want to be live.
The teams that prepare a little before Discovery move fastest. See exactly what we need from you, and check how ready you are.
