Accio Onboarding Roadmap Archives

Completion

Accio Data2023-01-30T10:38:41-06:00

Account Manager Accio support team

CompletionAccio Data2023-01-30T10:38:41-06:00

Accio Data2023-01-30T10:17:59-06:00

Best practicesAccio Data2023-01-30T10:17:59-06:00

Accio Data2023-01-30T10:37:51-06:00

Group clients Set timelines Remove obstacles

Build Out Client BaseAccio Data2023-01-30T10:37:51-06:00

Accio Data2023-01-30T10:36:47-06:00

Compliance Products/pricing/vendors Ordering requirements Billing/invoicing Reporting "Go-Live" with first client

Set Up First ClientAccio Data2023-01-30T10:36:47-06:00

Accio Data2023-01-30T10:36:23-06:00

Understand clients Understand fulfillment Understand quality assurance Begin platform configuration

Discovery PhaseAccio Data2023-01-30T10:36:23-06:00

Accio Data2023-01-30T10:35:53-06:00

Account Manager Project Manager Onboarding lead Support resource Set weekly meeting times

Assignment PhaseAccio Data2023-01-30T10:35:53-06:00