Process, Communication, and Timeline
Welcome to FL3XX Onboarding - we are excited to welcome you to the process of building your custom-configured FL3XX environment!
Onboarding at FL3XX is a multi-step process. To coordinate the process, we will assign a FL3XX Onboarding Specialist to your team. We ask that you assign a FL3XX Onboarding Manager on your side: a person who can oversee onboarding as a whole, facilitate solutions on your team, and be responsive as we move through the process.
To coordinate the process:
We will use the FL3XX Onboarding Management Board (onBOARD), which is hosted on Trello. You will receive an invitation to the onBOARD, which contains cards with information and a deadline for each step.
To communicate:
For quick updates and questions, we shall communicate in the comments of the cards on the onBOARD.
For more complex or project-based items, we shall communicate via email. Please always include both your FL3XX Onboarding Specialist and your FL3XX Sales Manager in emails. You will be introduced to your Onboarding Specialist and Sales Manager no later than the Kickoff call!
To align timelines:
Before the initial Kickoff call, we coordinate a timeline with FL3XX Sales based on your needs and the best practices for success. We create the onBOARD to map out this timeline. Looking at the dates of the onBOARD cards - especially the Journey to Launch card - you can see the proposed pacing of the onboarding. Accepting this schedule means that you are making a commitment to finish each step by its deadline. FL3XX is making that same commitment to you!
The basic process for onboarding is as follows:
- Part 1:
Compilation of your documents, photos, and data. The data is divided into 5 categories and cards, which can be worked on at the same time within your organization. FL3XX reviews the data and builds your basic instance. - Part 2:
You are given access to your FL3XX environment. We work together to configure and integrate FL3XX into your day-to-day. Training sessions are conducted and important email set-ups occur. - Part 3:
Launch. Approaching your launch, a checklist is used to ensure both sides are ready to begin. Once marked off, we remove the "training wheels", provide extra support, and you are ready use FL3XX!
We will discuss this process, the timeline, and the onBOARD in more detail during the initial onboarding call. Further questions can be sent to your FL3XX Onboarding Specialist, or to elizabeth.tombers@fl3xx.com & jesel.delena@fl3xx.com.
Let's get started!