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Onboarding Clients with OnSinch: A Step-by-Step Guide

Discover how OnSinch simplifies onboarding with a smooth, supportive process, from discovery to go-live, ensuring seamless integration and optimization.

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At OnSinch, we understand that adopting new software can be daunting. That’s why our onboarding process is designed to be smooth, transparent, and supportive. Our goal is to integrate OnSinch into your operations with minimal disruption while maximizing your efficiency. Here’s what to expect when you partner with us:

Step 1: Discovery & Implementation Plan

Your onboarding journey begins with a dedicated support specialist guiding the process. We start with an in-depth consultation to understand your business needs, challenges, and goals. By involving all key stakeholders, we ensure the training is relevant and impactful. From this discovery, we develop a tailored implementation plan that outlines key milestones and deliverables to ensure a smooth transition to OnSinch.

Step 2: Kick off

Onboarding begins on a live version of your customized platform. To fully match your branding, we will require your logo and any other necessary graphics at this stage to create a completely white-labeled solution. We conduct 1 to 1.5-hour training sessions, either online or in person, to cover all aspects of the application. Ideally, these sessions should take place at least once a week, at a minimum.

Step 3: Data Migration & Integration

As training progresses, we transition from mock to real data. Our team guides you through the data handover process, requiring data to be provided in an Excel spreadsheet format. Our technical team will ensure everything is prepared for a smooth import and tailored to meet your needs.

Step 4: Hands-On Team Training

Training sessions are customized to suit your team’s specific roles. After each session, our support specialists provide a detailed summary and additional resources to reinforce the material and ensure continued progress. To maximize the effectiveness of the training, we ask that your team allocates time outside of the sessions to practice using the app and apply the concepts covered.

Step 5: Go-Live and Testing

Once your team is fully trained, it's time to go live. You can either launch OnSinch alongside your current system or switch directly to the new platform. During this phase, we conduct thorough testing and offer real-time support, making adjustments as needed based on your feedback. We also assist with team member registration and provide live support to ensure a smooth transition.

Ongoing Support and Optimization

Our commitment to your success doesn’t end at launch. We provide continuous support and troubleshooting. Additionally, you’ll benefit from regular updates and new features, keeping you at the forefront of workforce management technology.

FAQ

What can I expect during the onboarding process with OnSinch?

Our onboarding process is designed to be smooth and supportive, beginning with a detailed consultation to understand your business needs. We provide a tailored implementation plan, customized training, and real-time support to ensure a seamless integration of OnSinch into your operations.

How does OnSinch handle data migration?

If data migration is part of your contract, our experts will manage the entire process, ensuring a secure and smooth transfer of your data, from mock to real, into OnSinch. We require your data to be provided in an Excel spreadsheet format, which we will refine and prepare for import, ensuring accuracy and functionality throughout.

How long does the OnSinch onboarding process typically take?

The length of the onboarding process depends on your specific needs, availability, and the package you've chosen. Typically, the process spans a few weeks, with 1 to 1.5-hour weekly training sessions and real-time support throughout the transition.

What resources will my team need to provide during onboarding?

To customize your platform, we’ll need your branding assets such as logos and graphics. Additionally, your team will need to dedicate time to training sessions and practice using the app between sessions to ensure they get the most out of the system. 

What kind of support and training can I expect after the go-live?

Our support extends beyond the go-live phase, providing ongoing assistance, troubleshooting, and continuous optimization as your business grows. The extent of support depends on the package you purchased, and you’ll receive regular updates and new features to ensure you get the most out of OnSinch. If your team needs additional training, such as onboarding new admins or advanced feature training, we offer these sessions at an additional cost. Please contact us for more details.

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