Onboarding new technology can be overwhelming. Whether it’s a simple tool or a complex enterprise resource planning tool that impacts every department, there’s a lot to consider.

At Procurify, our dedicated Implementation Team works closely with every mission-driven customer that adopts Procurify to make sure the onboarding process is as seamless as possible.

Here’s everything you need to know about onboarding as a customer at Procurify.

Onboarding the Procurify Platform at your organization varies depending on a variety of factors.

Organization size, customer commitment and goals, business objectives, your accounting software, and your existing tech stack all play their part in whether or not your onboarding experience is short and simple or a little more complex, and your time to implementation can range anywhere from four weeks, all the way to 12.

For customers of all sizes, there are five core steps to onboarding the Procurify Platform:

Stage one is the official first step towards using Procurify! We’ll set up a call with key members of your team to kick off your onboarding journey and you’ll meet your Implementation Manager and Customer Success Manager for the first time.

We use this project planning time to begin understanding how you intend to use Procurify so that we can get you set up for success and get your account optimized.

With a plan now in place, we’ll begin working with you to set up and configure your domain so that you can get the most from it. At this stage, we’ll ask you to import specific data into Procurify to get your team started. For simple data sets, we encourage you to self-upload (with guidance from your Implementation Manager, of course!).

After this, we’ll finish working through tasks defined in your project planning document, configuring your domain and building your customized approval workflows so you can begin testing the platform.

Next up, your team will review the domain configurations, as well as run tests to ensure your purchasing and accounting workflows are optimal to your team and that they, well… work!

Your team is encouraged to surface Procurify Academy to your end-users, run test transactions, and configure the Settings module so that you’re educated and aligned on how to get the most value from the Procurify Platform.

After this, we’ll regroup with you and answer any testing questions and feedback you may have, adjusting your domain (within the Procurify Platform’s capabilities) to meet your specific needs.

This is the stage you’ve been waiting for! At stage four, your Implementation Manager will prepare you to go live. This is performed with your consent and at a date that suits you.

If you aren’t quite ready to go live, that’s okay! We’ll continue to work with you until you’re comfortable with the platform and have a good grasp on how to use it. You can also revisit our Procurify Academy until you are completely set up for success with Procurify.

Once you’re live, you can begin rolling out the Procurify Platform across your organization and start driving user adoption.

With your domain ready for live order requests, you are fully implemented! Our Implementation Team will wave their friendly farewell and they’ll introduce you to the Procurify Support Team, who are available 24 hours a day, five days a week to answer any questions and help you maximize your success with the platform.

Your main point of contact will be your Customer Success Manager, but our knowledgeable Success Team also remains available to assist you.

Once your domain is live and you’ve transitioned from the Implementation Team, every customer will move into an ongoing success phase. Here, you’ll have access to a Customer Success Manager, who will help you get the most out of your domain. Here are a few ways our Customer Success Managers can help you:

Shortly after your go-live date, one of our Customer Success Managers will reach out to you to check in on how things are going. You can use this time to discuss any general feedback you may have regarding your domain, as well as to discuss things like change management, user adoption, customer experience, new features, platform capabilities, and more.

These check-ins are a regular part of your ongoing support as a customer of Procurify, and we encourage you to use this time to your advantage. Ask those hard questions, provide that constructive feedback, and help us help you! Your Customer Success Manager is your advocate internally at Procurify.

The Business Review is a customer usage benchmarking brief. Within this brief, we identify new ways you can make the most of your Procurify domain, and we work with your team to transition smart ideas into quantifiable outcomes.

This interactive meeting will cover:

As you work closely with your Customer Success Manager throughout the year, you will likely have discussed your goals for Procurify within your organization and with that, any potential growth opportunities. Planning for the next 6 to 12 months ahead is crucial to successful adoption of any software, and discussing your needs ahead of the renewal with your Customer Success Manager will mean that you are always set up for success. Renewal time is a time to mark your milestones of success and look forward to a new year of growth.