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Moving to Prima: An overview of the onboarding process

The onboarding process
An overview of our customer onboarding process
Your first demonstration
Our consultative approach enables us to fully understand your business requirements, expectations, and ambitions. Throughout the consultation stage we will review, identify and demonstrate opportunities where our products and services can add real value to your business.
The signup process
You'll have instant access to your contract online. A comprehensive guide will be provided followed by a welcome call and a complete business review.
Meet our onboarding team
Our onboarding team is dedicated, enthusiastic and focused on ensuring that your move is as smooth and painless as possible. With a combined experience of almost 60 years and 200 sites, our team have onboarded businesses with a wide variety of processes and needs.
Pre-delivery review
Your onboarding journey begins with an extensive review of your current systems and processes to ensure that the configuration of Prima is tailored to your business needs and requirements. At this stage we will also identify any areas we can offer automation to your existing processes.
Ongoing communication
Our team are always on hand throughout the onboarding process and are happy to answer any questions that you may have regarding your new system.
Pre-live training
A designated consultant will provide training and support throughout the onboarding process. The portal will provide you with the tools required to configure Prima.
Go-live!
Your dedicated consultant will be on hand throughout the go-live days. They will work closely with you and your team to ensure smooth migration to your new system.
Orientation
Once Go-Live is complete, dedicated support is extended via our orientation department. They continue a high level of support during a critical learning period.

The Orientation Period for guidance

The orientation period is a continuation and key part of the onboarding process. Ensuring day-to-day processes are as efficient as possible, your dedicated Orientation Manager will work closely with you for the next 4-5 weeks.

Throughout this stage they will help identify any areas where further training is required for your team, ensuring that your business is utilising the many benefits that your new Prima system has to offer.

Following completion of the Orientation period, your dedicated contact will carry out a full client handover to our Customer Care team to ensure that we maintain the high levels of care and attention your business deserves.

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