SoWell application équipes de proximité

Onboarding steps

Here are the steps to follow after launching your pilot with SoWell to help you best succeed with the application

Phase 1

We propose an initial 30-minute training session to help you better understand the solution. 

In this meeting, we will present you the settings and the configuration of the solution, as well as the reporting module, the report processing module, the audit creation etc.

Customer succes - Site - SoWell (15)


(This step lasts throughout the first month after deployment) 

In this step, we will go over: 

  • A joint review of the first customer reports. 
  • Corrections and fine-tuning of the settings of the solution as needed.

Phase 3

A meeting will be scheduled at the end of the first month to gather comprehensive feedback on your experience. Furthermore, in order to have your complete opinion, we will send you a brief questionnaire.

Phase 4

We suggest scheduling a meeting after your pilot session. 

The purpose of this meeting is to gather the following information:

  1. Your general evaluation of the solution.
  2. Your feedback on a critical need that users wish to be addressed by Sowell.
  3. Assessment of customer support.
  4. Defining your objectives for using the solution over the next few months.

Phase 5

Nine months post-deployment, we seek your insights on the same parameters as discussed in the previous phase, in addition to…

  • This phase will entail a comprehensive review of the evolution of the offer over the past year, involving the identification of new parameters requiring potential assistance.
  • Key aspects warranting attention and resolution.
  • Additionally, we will assess the integration of new resources within the organization over the past year, identifying any specific inquiries or requirements for specialized training that you may have.

If you have any questions, please do not hesitate to contact us!

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