Onboarding Process

Step 1 - Discovery

Initial call to discuss needs and offer recommendations. From there, project timelines are set.

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Step 2 - Design

The information from the discovery stage is used to design a solution within Halo.

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Step 3 - Build

Once the design stage is complete, we turn the idea into reality.

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Step 4 - UAT

User Acceptance Testing is performed to ensure client demands are met.

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Step 5 - Training

Once the UAT is complete and has been accepted, users will be trained by Halo specialists.

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Step 6 - Go Live

After users have been trained, we are ready for Go-Live. Client will be supported throughout the process.

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Step 7 - Hypercare

Elevated levels of support available at clients' disposal to ensure smooth adoption.

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Step 8 - Project Review

Project is reviewed with client and planning commences for the future.

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We are here to help

For any queries that you may have with regards to onboarding, our customer success teams are more than happy to help. Contact us