Step 1: Learn how VOGSY works

To get the most value from our platform, you first need a solid understanding of how it can support your business. This is the first and most important of our four steps to success.

• Learn: Understand the core concepts and capabilities of VOGSY.

• Map: Align VOGSY’s features with your business goals and processes.

• Populate: Fill the platform with your data.

• Communicate: Train your teams and manage the rollout.

A clear understanding from this first step is the best preparation for the other three.

Our primary goal during onboarding is to empower your organization to become independent and self-supporting. By the time you go live, your own trained administrators and key users will be able to handle questions and adapt VOGSY to future business needs. We aim for agility and a system that grows with you.

Although VOGSY is designed to be user-friendly with a gentle learning curve, we provide several resources to help you master the platform.

We offer two main types of learning materials to help you get started:

• This Help Center: You are here now. This site contains our complete collective knowledge, including best practices and guides from successful VOGSY implementations.

• Free Trial: The best way to learn is by doing. You can start a free trial to get hands-on access to the complete set of features VOGSY offers.

For a guided experience, consider our Onboarding Pack. A dedicated onboarding specialist will help you go live and optimize VOGSY for your business. This service includes:

• Getting to know VOGSY

• Initial setup support

• Business mapping

• Data uploads

• Project Work-Breakdown-Structure mapping

• Integrations setup

• Super user training

As you learn, keep these two foundational principles in mind:

1. Organize First, Then Automate
   Automation brings incredible efficiency, but only to processes that are already well-defined. Before implementing VOGSY, take the time to review and solidify your internal workflows. VOGSY will then make those robust processes infinitely more scalable.

2. Define Your Scope
   Part of the learning process is deciding how you will use VOGSY. Will it be a "big-bang" implementation across the entire company, or a more gradual, phased rollout? Our goal is to provide the exact tools you need. If you are ever in doubt, VOGSY consultants are available to help you choose the right settings and strategy for your specific goals.

Once you have a firm grasp of VOGSY's capabilities, it’s time for action. The next step is to begin mapping the platform to your specific business goals and processes.