Sample OnBoard Implementation Timeline

Andrew Sompels - Customer Education
  • Edited

OnBoard provides implementation and training to ensure that your organization has a smooth implementation and that your Members, Directors, and Trustees adopt OnBoard successfully.

Below is an outline of a typical OnBoard implementation:

Implementation Training Notes:

  • Timing is flexible and meant to estimate the general recommended timeline.
  • Confirmation of training times is based on availability. 
  • Some organizations roll out and adopt OnBoard on a more accelerated timeline. This requires more independent work in-between training calls. 

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