Welcome to Qualio!
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, it’s helpful to see the big picture before you get started.
ORIENTATION PHASE (Self-Guided)
Onboarding Qualio starts with a Self-Guided Orientation Phase and relies heavily on this Implementation Guide and an in-app checklist. It will present information to help you make important decisions - decisions we need to know before we can assign a dedicated Customer Onboarding Manager.
The good news is you set the pace for completing the critical objectives and we’ll meet you at the finish line when you’re ready. And if you get stuck, you have access to our Onboarding Team to help guide you.
After the self-guided orientation phase, you’ll meet your dedicated Customer Onboarding Manager and discuss the validation process and actions that need to be completed by your team. Additionally, your Onboarding Manager will confirm your business objectives and project timeline with you, and they’ll ensure you and your project team members have access to your Production environment.
Your Onboarding Manager does most of the heavy lifting in this phase. Once you’ve collected and uploaded your files to the Migration Manager, we’ll get those documents added and formatted in your Production account. The number of documents you have and their complexity determines how long this phase will take. But we have some best practices to get you started quickly and keep things moving so that you can get value out of Qualio as soon as possible.
This phase is a combination of strategy discussions with your Onboarding Manager and self-service videos. Core feature and functionality training is available on our Help Center and we recommend you watch those first to become familiar with the application. Then participate in strategy calls with your Onboarding Manager to discuss how you’d like to implement different features of the application based on your newly acquired knowledge.
You might be wondering how long will Self-Guided Orientation & Onboarding take? The answer is largely up to you. Completing your Orientation tasks in a timely manner will ensure your Onboarding Manager is assigned to you quickly and that you’re prepared for the rest of the implementation of Qualio. So let’s get started!🚀