Four stages, each with a clear output

Onboarding is structured so you always know where you are, what is next, and what good looks like. We do not put a fixed clock on it: we work to get you live as soon as you and your data are ready. Select a stage to see what happens inside it.

Stage 1

Discovery

We start by understanding your business and agreeing what a successful onboarding looks like. This stage sets the direction for everything that follows, so the build is right first time.

Output: a signed-off project plan
  • Define your success criteria together
  • Confirm scope and how the system will be configured
  • Agree the plan for your data and any integrations
  • Kick off the project plan with clear owners
Stage 2

Configure and import

We build the system around the way you work and bring your data in, starting with live work in progress. This is where your team first starts working in Joblogic.

Output: your data in, and live work under way
  • System configured to your workflows
  • Work in progress imported first, so jobs can start
  • Your data checked and validated together
  • Your team starting to work in the system
Stage 3

Training

We train your team in phases, matched to the way they will actually use the system. People learn what they need for their role, when they need it, so it sticks.

Output: a team that is confident and ready
  • Role-based training delivered in phases
  • Sessions built around your workflows
  • Your champions ready to support others
  • Time to practise before go-live
Stage 4

Go-live

The full switch. You go live across the business with us alongside you. Your Customer Success Manager has been involved throughout, so nothing is handed over cold.

Output: full operational go-live
  • Full operational go-live across the team
  • Readiness confirmed together
  • A continued partnership with your Customer Success Manager

Optimise and improve, throughout and beyond

Onboarding does not end at go-live. Your Customer Success Manager keeps working with you well beyond launch, focused on making sure you get real, lasting value and a strong return from the platform.

How your onboarding is supported

We right-size onboarding to your needs

We shape the programme around your size, your setup, and how complex your move is, and your Joblogic sales contact can talk you through exactly what that looks like for you. Depending on your needs, your onboarding draws on some or all of the following.

Self-guided

Guided setup tools

For teams who want to move at their own pace, with support on hand.

  • Full training library
  • Step-by-step guided setup tools
  • Support whenever you need it
Dedicated

A named Onboarding Consultant

A consultant who runs your implementation end to end.

  • Personalised project plan
  • Hands-on configuration and data import
  • Phased training tailored to your team
  • Guided go-live with Customer Success alongside
Enterprise

Project management service

For complex, multi-site moves that need formal project governance.

  • Structured project management
  • Built for multi-site and high complexity
  • Access to senior consultancy
  • Guided go-live with Customer Success alongside
Support, around the clock

You also have access to customer support 24/7. Use it any time, including outside office hours, if you have a specific question while you are getting set up.

You know the plan. Now get a head start.

The teams that prepare before Discovery tend to have the smoothest start. See exactly where we need you, and check how ready you are.