Onboarding
Onboarding with Uniti ICaaS™ is designed to be a seamless and efficient process, ensuring that you can quickly start reaping the benefits of our powerful platform.
Step 1
From the initial consultation to the official launch, our dedicated onboarding team will guide you through every step. We begin by understanding your business needs and goals, then customise the platform to reflect your brand’s identity and select the features most relevant to your operations.
Step 3
Thorough system testing and final reviews are conducted to ensure everything runs flawlessly before the official go-live. Even after launch, our ongoing support and performance monitoring services ensure you continue to optimise your use of Uniti ICaaS™, driving growth and success for your business.
Step 2
Data integration is handled meticulously to ensure a smooth transition, followed by comprehensive training sessions for you and your team. Automated workflows and real-time alerts are set up to enhance your operational efficiency.
Let's Go
1. Initial Consultation:
• Schedule a meeting with our onboarding team to discuss your business needs and goals.
• Identify the specific features and tools that will benefit your business.
2. Account Setup:
• Register your business and create your Uniti ICaaS™ account.
• Set up your user profiles and permissions for your team members.
3. Platform Customisation:
• Customise the platform to reflect your brand’s look and feel.
• Select and configure the features and tools relevant to your business operations.
4. Data Integration:
• Import your existing customer, sales, and financial data into the platform.
• Ensure all data is accurately transferred and mapped to the appropriate sections.
5. Training and Orientation:
• Participate in comprehensive training sessions for you and your team.
• Learn how to navigate the platform, use key features, and access support resources.
6. Process Automation:
• Set up automated workflows for customer management, sales tracking, and financial reporting.
• Configure alerts and notifications to stay informed about important updates.
7. System Testing:
• Conduct thorough testing to ensure all systems are functioning correctly.
• Address any issues or bugs with the support team.
8. Launch Preparation:
• Finalise any remaining setup tasks and ensure all data is up-to-date.
• Review your customised platform setup with the onboarding team for final approval.