The onboarding process for Accounting as a Service is designed to ensure a smooth and efficient integration of our services into your business operations. This structured approach helps us gather the necessary information, configure the system according to your needs, test thoroughly, and prepare for a successful go-live. Below is an outline of the main steps involved in the onboarding process, along with key questions that will help guide you through each phase.
The following describes the typical process for the direct integration with Accounting as a Service. If you want to use the Billing and Subscription Service, we will need to understand your business-case better. Thereby we will start with a detailed workshop.
Estimated Timeline: 6-8 Weeks
Throughout the onboarding process, we are committed to maintaining clear and open communication. You can expect regular status updates via email, and our onboarding manager will be your primary point of contact for any questions or concerns. Additionally, we offer direct communication channels, including chat and scheduled meetings, to facilitate swift resolutions and discussions.
Condition: To initiate the process, the contract must be signed. This means, that the framework agreement must have been signed.
Please Note: We can only start the process, when the agreement has been signed.
Objective: To collect all necessary information to customize your Accounting as a Service setup.
What happens in this phase:
Milestone: All required information is submitted and confirmed, enabling us to proceed to the activation phase.
Objective: To set up and configure Accounting as a Service according to your specific requirements.
What happens in this phase:
Milestone: Completion of the initial setup, with your API key connected to the production environment, and all systems configured for testing.
Objective: To test the entire setup end-to-end, ensuring that all integrations, features, and processes work as expected.
What happens in this phase:
Milestone: Successful completion of UAT, with sign-off from your team confirming readiness for go-live.
Objective: To finalize all preparations and ensure your system is fully ready for production.
What happens in this phase:
Milestone: FUT completed and go-live readiness confirmed.
Objective: To officially launch Accounting as a Service in your live production environment.
What happens in this phase:
Milestone: Go-live completed with your approval, transitioning into the Hypercare phase.
Objective: To provide extra support and monitor your system closely post-launch to ensure all processes run smoothly.
What happens in this phase::
Milestone: Transition from Hypercare to steady-state operations with ongoing support from your dedicated account management team.
After the Hypercare phase, your daily operations will begin with continued support from our team:
We believe in a collaborative approach, and your input and readiness are crucial to the success of this onboarding process. Together, we will ensure a seamless transition to Accounting as a Service, setting you up for continued success.