Handover of set up Teamogy

It’s almost done. Client knows who will be doing what in Teamogy. Teamogy is set according to the client needs, so this step is about to confirm that everything is ready to for next step what is training and going live.
Usually is this step as a meeting with client and key people from client. 
Onboarding manager will show the whole system, how it is set up and what people are supposed to do.

The emphasis is for following topics:

  • Users – verify and confirmation with client that users are created according to agreement and client knows how to manage the changes
  • Access rights – Groups – verify that the key roles (Supervisor, Financial Supervisor, Management,…) are well set up and client know how to make change if needed
  • Verify the Approvals if activated – key financial documents and its approval recap.
  • Check and verify all dimensions like: Categories, Divisions, Departments are set properly 
  • Check that all initial data are in the system (Contacts, Overheads) and confirm it with client
  • Check that printout of documents/invoices are prepared and confirm it with client
  • Check the numbering sequence especially for Client invoice is set properly

 The output of this step is confirmed phase of initial set up and system is ready to be used by client. 

Onboarding