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OnboardingAccio Data2023-01-30T11:26:40-06:00
Accio Onboarding Roadmap
- Account Manager
- Project Manager
- Onboarding lead
- Support resource
- Set weekly meeting times
- Understand clients
- Understand fulfillment
- Understand quality assurance
- Begin platform configuration
- Compliance
- Products/pricing/vendors
- Ordering requirements
- Billing/invoicing
- Reporting
- “Go-Live” with first client
- Group clients
- Set timelines
- Remove obstacles
- Account Manager
- Accio support team
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