Onboarding Steps

1: Company Info

Send Hilary (hilary@owlops.com) company information:

• Restaurant list with preference on how you'd like your locations named in OwlOps
• Restaurant addresses
• Names and contact information (email and phone numbers) for team members and the locations they will need access to
  • Managers
  • DMs
  • Technicians
  • Administrators
• List of Regions / Subregions (if applicable)
• Breakdown of workflow assignment
  • e.g.  when a manager creates  a task for Equipment, should  this go to the DM first? to a specific technician? 

2:  Schedule Onboarding Meeting with Hilary

• Hilary will set up the foundation of the account and then the appropriate contact can schedule a 30-45  minute meeting with Hilary to review and fine-tune the setup using this meeting link: Implementation Meeting. 

3: Choose when you want to "go live"

• Select a date when the "Welcome Emails" go to your team (right away or schedule a date)
• This might include starting with a select group of users or going live with the whole team

4.  Ongoing Support

• Expect weekly check-ins from OwlOps support
• Discuss a plan for features and a achievable timeline for implementing other features (schedules, checklists, inventory, technician timesheets, etc),