Key milestones

🎯 Duration: e.g. 3-6 weeks

🎯 Planning and setup

🎯 Configuration and testing

🎯 Training and launch

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Here’s an example of Oneflow onboarding process for customers requiring a full implementation support:

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Planning and setup

✔️ Kickoff meeting: e.g. a start-up meeting to set expectations and requirements

✔️ Define project scope: e.g. stakeholders identification, timeline, workflow, integrations, etc.

✔️ Schedule subsequent meetings: e.g. halfway meeting, testing, follow-up meeting, etc.

Configuration and testing

✔️ Integrations and technical setup

✔️ Migrate data: e.g. converting existing contracts to Oneflow contracts in HTML, importing contracts into the platform for archiving and analysis

✔️ Conduct user testing

Traning and launch

✔️ Develop training materials

✔️ Schedule training sessions

✔️ Conduct user training

Success metrics

🎯 Implementation metrics: e.g. on-time delivery, adoption rate, etc.