Summary
This guide details the onboarding and support process for AGR, focusing on ensuring a smooth and efficient implementation experience. The document outlines a step-by-step approach that includes several key phases: Handoff, Technical Setup, Data Validation, Onboarding Kickoff, Product Training, Go-live, and On-demand Support. During the Handoff phase, the Customer Success Manager (CSM) and Integration Engineer (IE) meet with the client to review implementation goals and align on strategy. The Technical Setup involves integrating AGR with the client's ERP system. Data Validation ensures that the data is accurately reviewed and refined. The Onboarding Kickoff marks the start of user access to AGR and scheduling of training sessions. Product Training is designed to help users quickly adapt to the platform. The Go-live phase includes a review of the implementation experience and prioritization of future milestones. Finally, On-demand Support offers continuous assistance through live chat, knowledge bases, and periodic reviews to maximize the value of AGR.
