As a new customer, Qualio is committed to providing you with a smooth and resource-rich onboarding experience. This article series will walk you through the critical self-guided orientation and onboarding steps. But if you have questions at any point, please do not hesitate to contact us using the in-app chat button at the bottom right of the Help Center or within the Qualio application.

Sometimes, seeing the big picture before you start is helpful. The Qualio onboarding process has four phases that we’ll outline below.

At the start of your subscription, you’ll be assigned a Customer Onboarding Manager (COM) who will guide you through your entire implementation. Your COM will introduce the Qualio team and review the onboarding scope and timeline.

Following your kick-off call, you’ll be invited to your sandbox environment. Your sandbox is where you will try out your new knowledge and get a feel for how Qualio works to prepare you for the next onboarding phases. When signing in for the first time, you’ll be prompted to complete Orientation, which will lead you through a checklist of recommended activities over the next week.

The next phase of your onboarding journey will be the design of your QMS. Your team will work closely with your COM to assess any existing documentation or processes and how they can be aligned with Qualio workflows. This process will be documented clearly to provide a clear picture of the total project.

During the Design Phase of your project, your COM will help you import your documents into Qualio. But you should start to gather and prioritize your documents NOW. Be sure to look and gather from all your document locations/sources:

Once the Design is complete, we’ll begin executing! Our Build phase consists of making the Design a reality—building templates, creating training plans, setting up suppliers, etc. Your team and Qualio will work together to complete the setup of all Qualio features that were planned during the Design stage.

Once the build is complete, you will be able to review your production instance to make sure that everything referenced in your Design Document has been completed and is correct. Your COM will also provide you with training material that you can utilize to begin preparing to launch Qualio to your internal team.

In this phase, we also recommend that you approve the Qualio Validation documents. You’ll be reviewing documentation on Qualio’s Computer Software Assurance (CSA) validation approach. With this approach to validation, Qualio provides all the needed documentation. All initial documentation will be provided in the Draft state so you can edit it as needed.

In this phase you will work with your COM to develop the planned launch of Qualio to your end-users. We want to ensure you are fully prepared and will guide you on best practices. Your COM will provide you with launch resources, such as communication plans, that you can utilize as part of your Qualio launch.

This last phase is where you will transition from your COM as your main point of contact at Qualio to our Post-Onboarding Support. Congratulations you have completed your Qualio onboarding journey!