Onboarding Framework
We've perfected a 4-week process for a seamless transition. You get the full power of Routiq without the lengthy timelines.
Week 0: Discovery
Week 0: Discovery
A 15-minute call to understand your practice's challenges and goals, ensuring Routiq is the right fit for you.
What Happens:
- Discuss practice challenges and objectives
- Map your needs to Routiq's features
- Confirm integration compatibility with your existing systems
- Select the right plan and provide a clear onboarding timeline
Week 1: Configuration
Week 1: Configuration
We configure the Routiq platform to match your practice's unique workflows and define your key performance indicators (KPIs).
Your Role:
- Provide access to necessary systems for integration
- Collaborate on workflow mapping and KPI targets
Weeks 2-3: Integration
Weeks 2-3: Integration
We set up your Routiq environment and connect it with your existing systems, providing a sandbox for your team to test and approve.
Deliverables:
- A fully configured Routiq environment in a sandbox
- Completed integrations with your key systems
- Quality assurance and testing documentation
Week 4:
Go Live
Week 4:
Go Live
The solution is deployed to your production environment with monitoring dashboards, followed by team training and an initial pilot.
Month 2+: Optimise
Month 2+: Optimise
We conduct regular performance reviews, optimize the solution, and provide ongoing support to ensure your practice objectives are met.