Orange County NC Website
Browse       Search
KEY MILESTONES <br />ORIENTATION CALL <br />The purpose of the orientation call is to prepare for the onboarding process. The Everbridge specialist will <br />provide an overview of the onboarding process to key client stakeholders, introduce the stakeholders to <br />the various onboarding resources, provide a short, interactive demo and access to a live, working account <br />preloaded with default templates and settings. Orientation calls will be held within 5 days of the completion <br />of your order processing. The specialist will also provide a checklist of actions to be completed in order to <br />kick -off the onboarding process. The Call Agenda will include the following: <br />Introductions <br />Review communication goals /use cases <br />Review onboarding Process <br />Review resources available to the client <br />Review the success criteria of the Milestone calls <br />Schedule all follow up calls <br />Review the Getting Started checklist <br />An onboarding specialist will provide a demo of the product showing how to create a new user, how to create a contact, <br />and how to send a message using a pre- loaded test template. At the conclusion of the demo, the customer will be <br />provided with their live production account. <br />Time: 1.5 -2 hours <br />The Kick -off call will be held as soon as the actions on the Getting Started checklist are complete, but no <br />later than 3 weeks after the Orientation Call. The agenda will include the following items: <br />Review completion of the Getting Started checklist <br />Verify settings and configurations selected <br />Discuss design and strategy of the organization hierarchy in relation to the client's needs. <br />Review Role -based access control and its application with the client's organization. <br />Review the contact data quality of the sample uploaded by the customer. <br />Upon successful setup of the basic settings, the onboarding specialist will provide a customized Project <br />Plan to guide the remainder of the onboarding. The Project Plan will include guidance on topics such as: <br />data management strategy, reporting, groups and filters, mobile manager, awareness campaigns, training <br />plans, member portal, Weather, IV, and mobile member. <br />Time: 1 -2 hours <br />V !i <br />n , .. <br />KEY MILESTONES <br />ORIENTATION CALL <br />The purpose of the orientation call is to prepare for the onboarding process. The Everbridge specialist will <br />provide an overview of the onboarding process to key client stakeholders, introduce the stakeholders to <br />the various onboarding resources, provide a short, interactive demo and access to a live, working account <br />preloaded with default templates and settings. Orientation calls will be held within 5 days of the completion <br />of your order processing. The specialist will also provide a checklist of actions to be completed in order to <br />kick -off the onboarding process. The Call Agenda will include the following: <br />Introductions <br />Review communication goals /use cases <br />Review onboarding Process <br />Review resources available to the client <br />Review the success criteria of the Milestone calls <br />Schedule all follow up calls <br />Review the Getting Started checklist <br />An onboarding specialist will provide a demo of the product showing how to create a new user, how to create a contact, <br />and how to send a message using a pre- loaded test template. At the conclusion of the demo, the customer will be <br />provided with their live production account. <br />Time: 1.5 -2 hours <br />The Kick -off call will be held as soon as the actions on the Getting Started checklist are complete, but no <br />later than 3 weeks after the Orientation Call. The agenda will include the following items: <br />Review completion of the Getting Started checklist <br />Verify settings and configurations selected <br />Discuss design and strategy of the organization hierarchy in relation to the client's needs. <br />Review Role -based access control and its application with the client's organization. <br />Review the contact data quality of the sample uploaded by the customer. <br />Upon successful setup of the basic settings, the onboarding specialist will provide a customized Project <br />Plan to guide the remainder of the onboarding. The Project Plan will include guidance on topics such as: <br />data management strategy, reporting, groups and filters, mobile manager, awareness campaigns, training <br />plans, member portal, Weather, IV, and mobile member. <br />Time: 1 -2 hours <br />