During discovery we focus on:
We create an Onboarding Project Plan in Trello, project management software for your review and sign off.
The project plan includes:
Your dedicated account manager works with your team to complete the tasks contained in the Onboarding Project Plan.
This phase is broken into two stages:
If we have developed any bespoke features for your business, this stage focuses on the User Acceptance Testing and Sign Off of those features.Training:
This phase focuses on training your teams to use Stok.ly.
We utilise training videos, online meetings and onsite training to ensure your teams are ready to use Stok.ly on Day 1 of going live.
We follow a “Train the Trainer” approach to help ensure your team members are empowered to train and support colleagues.
Your Dedicated Account Manager is on hand to support training requirements after the onboarding phase.Sign Off:
We achieve sign off from your teams and key contact and agree a Go Live date.Data Cutover & Go Live
Your account manager uploads your inventory, we synchronise items with all sales channels and Stok.ly becomes the master system.
We take Stok.ly live.
Every business is different, but if you have a few eCommerce channels and sell B2C or B2B, the following timelines should provide a rough guide.
Companies with larger teams (more than 25 users) may take longer as we manage more complexity across sales channels, items, locations and training.
We usually allow 1 week for the discovery phase. This provides flexibility to coordinate meetings with your teams.
The Core Onboarding should take between 3-5 weeks
After Core Onboarding you will be ready to trade on Stok.ly.
Stage Two of onboarding may take 2-3 weeks while we finalise details around reporting and accounting.
We usually say Onboarding should last between 6-12 weeks depending on the complexity of sales channels, Items and training, and of course, the availability of your team.