Full- scale Onboarding Implementation

• Key team members.
• A summary of your goals.
• Details on use case and any key deadlines. 

To prepare you for a successful launch.

A theory session to discuss Adoption Planning, Stakeholder Mapping, Learning & Supports, Comms Planning and Reward & Recognition. 

Research your current processes for:

• Change Management
• Learning & Support
• Comms Planning
• Rewards & Recognition

• Gather supporting materials on your company or team strategy.
• Prepare to present this info to us.

To dive into your requirements.

A product-led session to show the functionality of the platform and discuss your needs and preferences for each element.

To capture all information on your needs, allowing us to build the platform.

For this, It is critical that necessary configuration decisions be made during this session!

• Map out key data you need to capture from users.
• Pull together existing templates for your current processes.

This session will be a presentation and guided tour of your configured platform.

This is your chance to review the tool and request changes.

For you, familiarity with the personalized platform.

For edison365, we will leave these sessions with a list of changes to fine tune the configuration.

• Clarify your desired strategy and processes.
• Highlight any changes to the requirements you gave in Discovery.
• Make decisions, and sign off on the configuration.

 To understand how you will use the data from edison365 to provide reporting insights within Power BI.

To decide what data to include, how to track and surface this info. 

A full list of your reporting requirements, allowing us to begin development work immediately.

⚠️It's crucial that you can tell us what you need during this session.

You should review this internally before our session.

• Bring along current reports or templates.
• Make a list of crucial data you need to report on.
• Think on how you need to see the data, colors, charts, tables, formats..
• Swat up on Power BI.

To verify your reports are set up and working correctly.

We want to view the published report and make sure you know how to use it.

This will be a quick introduction to Power BI, not a training session.

 A fully functioning report to go hand in hand with edison365.

After this point, edison365 will not be responsible for upkeeping or modifying your reports.

• Make sure at least one team/ IT team member has a Power BI Pro license.
• Publish the file received from your Consultant. 
• Vet the report for issues.

 To teach you how to administer a the platform independently, training will focus on the back end of edison365.

We will cover all sections of the admin panel, keeping your needs in mind.

 A fully trained team who can confidently develop and configure edison365.

Going forward you will be able to create new templates and change your existing ones. 

 All attendees must:

• Have knowledge of the front end of edison365.
• Be familiar with the apps core functions.

 To train a selected group of end users on how to use edison365.

We will teach the team to use the front end of the platform; how to add, manage, collaborate and interact with submissions.

The result will be a small group of upskilled superusers, who can promote and support the launch and adoption of edison365 ✅

• Select your group of champions, paying attention to their user role.
• Let your consultant know who to expect and what their role is! 

To provide you with a report on performance management, and teach you how to use it.

A useful resource, connecting to your edison365 software that makes your life easier.

Provides detailed and actionable insights to help you boost engagement, highlight inefficiencies, and manage an evolving system with ease.

• Publish the report we send to you
• Remind yourself what success means to you
• Familiarize yourself with your data model