Accio Onboarding Roadmap

Assignment Phase

Assignment Phase

  • Account Manager
  • Project Manager
  • Onboarding lead
  • Support resource
  • Set weekly meeting times
Discovery Phase

Discovery Phase

  • Understand clients
  • Understand fulfillment
  • Understand quality assurance
  • Begin platform configuration
Set Up First Client

Set Up First Client

  • Compliance
  • Products/pricing/vendors
  • Ordering requirements
  • Billing/invoicing
  • Reporting
  • “Go-Live” with first client
Build Out Client Base

Build Out Client Base

  • Group clients
  • Set timelines
  • Remove obstacles
Completion

Completion

  • Account Manager
  • Accio support team