Rapid on-boarding process – delivers the benefits quicker

We have developed a highly repeatable process to on-board customers to our Reporting as a Service® solution. Our detailed plans and repeatable process cover all the elements required to successfully and efficiently on-board you and your clients to our service. We will work at your pace and to your timeframe.

The on-boarding process starts with a detailed workshop, where our team work with you to drill into your data, your reports and your operating model. From this analysis we create detailed specifications and project plans.

Remember with Reporting as a Service® there is nothing to install in your technical environment and nothing to develop or build – the set-up work is simply configuration steps, including:

  • Customer and users’ set-up: so your users can use and interact with the system
  • Configuration to accept, validate and report on your data
  • Configuration of our automated workflows to match your operating model
  • Configuration of our report templates to exactly match your reports

Our on-boarding timeframes are significantly shorter than a traditional client reporting implementation project – we typically work in weeks, not months or years. This reduces the cost and the risk to you, and delivers the benefits to you and your clients earlier. The benefits to your clients include improved client reports, accurate reports and reports that are reliably delivered on time. The benefits to you include, reduced manual effort to produce the reports, reduced cost, reduced risk and allows you to provide higher levels of client service.