The onboarding process follows a clear workflow—flexible enough to adapt to your situation, structured enough to ensure nothing is overlooked.
Step 1: Kick-off and Requirements Together, we’ll determine which processes you want to digitize first, what data needs to be imported, and whether an ERP integration is needed right away or can be added later. No 80-page requirements document—just a focused discussion that lays the groundwork.
Step 2: Configuration and Data Import SIMPL is configured for your processes: ticketing categories, forms, checklists, user roles, locations. Your existing data—machines, customers, orders—is imported via Excel or an ERP interface. No manual data entry.
Step 3: Training Your team learns SIMPL in hands-on workshops—not in theoretical presentations. We demonstrate the features using your real data and processes so the team immediately understands how SIMPL works in their day-to-day operations. Separate training sessions for office staff, technicians, and administrators ensure that everyone learns exactly what they need.
Step 4: Go-Live and Support We don’t leave you on your own after go-live. In the first few weeks, your Customer Success Manager will be right by your side—for questions, adjustments, and feedback. Regular check-ins ensure that you’re leveraging the platform’s full potential.