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Your 8-Week Qualio Onboarding Journey

Written by Crysta Huszai

Welcome to Qualio! We're excited to have you on board and want to make your implementation process as smooth as possible. Our proven 8-week onboarding program helps you get your QMS up and running efficiently.

Pro tip: We recommend having a small group of 2-3 people participate in the onboarding process. This reduces friction in the decision-making process.

This timeline breaks down the key activities week by week to ensure a successful implementation without overwhelming your team. Let's get started!

Week

Focus

Key Tasks

1

Getting Started

  • Accept sandbox invitations

  • Complete orientation

  • Watch training videos / read articles

  • Gather documents for migration

  • Select Framework(s) (Compliance Intelligence (CI))

Pro Tip: Designate a project lead who will be responsible for coordinating internal activities and communicating with your Customer Onboarding Manager (COM)

2

Document Control - Setup

  • First Design session with your COM

  • Upload documents to Migrations Manager

  • Build document template(s)

  • Create practice document(s) in Sandbox

  • Create tags

  • Enable Framework(s) in CI

Pro Tip: Start with a small batch of high-priority document templates/types to gain confidence with the system before expanding

3

Document Control - Migration Preparation

  • Add owner(s)/approver(s) in Migrations Manager

  • Assign templates

  • Confirm migration readiness with COM

  • Practice building event template(s) in the sandbox

  • Add effective templates to CI

4

Event Management Setup

  • Determine which event templates move from sandbox to production

  • Create Product & Root Cause in Resource Library

  • Create a practice event with new/updated template

  • Add event templates to CI

  • Begin reviewing/editing docs (if available)

    • Add document(s) to CI to aid with reviewing

Pro Tip: Create a small cross-functional team to test your event workflows before rolling them out to the wider organization

5

Supplier Management

  • Create supplier policy

  • Begin adding suppliers

  • Continue reviewing/editing/approving docs

    • Add document(s) to CI to aid with reviewing

6

User Management, Training, & Supplier Completion

  • Create groups

  • Begin creating training plans

  • Finish suppliers; move policy to production

  • Continue reviewing/editing/approving docs

    • Add document(s) to CI to aid with reviewing

7

Readiness & Launch Preparation

  • Review launch planning materials from Qualio

  • Determine rollout plan

  • Continue reviewing/editing/approving docs

    • Add document(s) to CI to aid with reviewing

Pro Tip: Consider a phased rollout approach, starting with one department or feature before expanding to others

8

Go-Live Activities

  • Set up ongoing CSM cadence

  • Begin inviting users

  • Add users to groups

  • Continue reviewing/editing/approving docs

    • Add document(s) to CI to aid with reviewing

  • Finalize critical documents to send for training during rollout

Next Steps After Onboarding

Congratulations on completing your onboarding journey! Here's what happens next:

  • Your Customer Onboarding Manager will transition you to your dedicated Customer Success Manager

  • Begin tracking system metrics to measure your quality management improvements

  • Consider advanced training for internal super users

Need Help? Remember, the Qualio Support team is always available at support@qualio.com or the in-app chat to assist with any questions during and after your onboarding process.

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