Step 4: Communicate & Launch

The final stage of your onboarding is dedicated to a seamless transition into production. Phase 4 ensures that your data is verified, your team is informed, and your system is optimized for daily use.

Through a final sanity check and scheduled follow-up sessions, we will monitor the first weeks of operation together. This structured approach allows us to address immediate questions, fine-tune reporting as your data grows, and formally evaluate the project's success against your original milestones.

Focus: User adoption and operational readiness.

The final sanity check. We verify that all necessary data is in place and confirm that all issues have been addressed. Once everything is in order, VOGSY is ready to go live.

Agenda for session 5

1. Questions logged in the Q&A sheet

2. Get ready to go live

   - Has the setup assistant completed all the checks?

   - Opening balances project done?

   - Avatars for employees and organizations

3. Any final questions in preparation to go live

To prepare yourself well for the session, read the following documents:

Communicate with the teams

Goal: Address immediate operational questions and fine-tune the system.

A formal moment to close the onboarding project.

Support is available on an ad hoc basis by contacting support@vogsy.com.

- We'll talk about things like;

- Recurring questions that people ask and how to address them (in the product or otherwise)

- Planning of functionality that was out of scope for this first go-live

- Fine-tuning reports as the data grows

- Review project budget, project margins, and charts.

- Review project and opportunity weather calculation settings

- Revisit target margin (project settings)

- Review project margin calculation

- And just sharing the joy of success!

Goal: Evaluate effectiveness against initial goals and determine future touchpoint cadence.

The first evaluation is recommended after approximately one month of use.