Create Game Changing Opportunities with Work 365
During the Onboarding process we help you setup everything from your product catalog to integrating Work 365 with your providers. The Onboarding process gives you the opportunity to experience the system with your live data on your Dynamics 365 system.
Onboarding for Work 365 is a high touch implementation designed to help you setup the system and see first hand how we solve your sales and billing needs with three main objectives:
Setup
Best Practices
Training
The process is setup for you to succeed in scaling your recurring revenue with subscription sales.
Our On-boarding Process
The Onboarding takes about 4 to 5 weeks. We train you and consult with you on how you can use Work 365 to go from customer quote to cash! Work 365 is full of great features and we will help you learn how to use them.
This Onboarding period we will cover important topics like:
Setup >>
Data Preparation >>
Operational >>
Ongoing Success
Audience
- Technical setup: System Admin
Scope
- Install the Solution
- Register the Solution
- Provide Consent
Focus
- Integration and Setup
Audience
- Sales: product catalog
- Finance: Billing Contracts
Scope
- Set up Providers & Distributors
- Set up your Product Catalog
- Create Billing Contracts
- Create Subscriptions
Focus
- Data setup, Clean-up, and Updates
Audience
- Leadership, Sales user or Finance users
Scope
- Manage License Requests
- Provision Licenses
- Billing best practices
- Managing Product Catalog
Focus
- Training and Work 365 maintenance
Audience
- Leadership, Sales user or Finance users
Scope
- Review Reconciliation Process
- Billing and Provisioning Scenarios
Focus
- Training and Work 365 maintenance
Services
Products
Resources
Company
Reach Us
11710 Plaza America Dr. Suite 2000, Reston, VA 20190, USA
[email protected]
+1-571-429-5171