Onboarding Guide Part III: Going live

You’re almost to the end of the onboarding process! In this section, you’ll complete the three final tasks to get you ready to Go-Live with Turvo:

  1. Complete Operator Training
  2. Complete the Readiness Assessment
  3. Have your Go-Live Meeting

Make sure you've reviewed the steps and information in the previous sections of the Onboarding Guide:

Have Operator users complete training

Have your end users complete the Foundations curriculum in Turvo Academy. Users should apply what they learn from Turvo Academy by practicing in your Sandbox. Completion of a curriculum earns users a certificate and all users should earn a certificate before Go-Live.

Remember, your designated Turvo Academy admin(s) can monitor users’ course progress during onboarding. This is a great way to keep users on track.

Protip: Document future state workflows and provide them to your end users so they understand how you will use Turvo to fit your business needs.

Complete the Readiness Assessment

The Readiness Assessment is a checklist that outlines all of the Onboarding Tasks that are required to Go-Live. Use the checklist below to ensure you have completed all the necessary steps to get you ready for Go-Live:

  1. Review the Onboarding Guide Part I and II
  2. Assign a Turvo Champion
  3. Assign a Turvo Academy Admin
  4. Admin and Finance users complete Turvo Academy training
  5. Prepare your data for migration with TDI (if applicable)
  6. Configure your Turvo tenant
  7. Enable your integrations
  8. Operator users complete Turvo Academy training
  9. Attend Go-Live meeting
  10. Work with your CXM for continued success with Turvo

Go-Live

Congratulations! You’ve made it to Go-Live. Please let your Onboarding Manager know your planned Go-Live date. Here are some launch tasks to help you on Day One:

  • Ensure everyone has access to Turvo Production
  • Get familiar with logging Support tickets and Zendesk
  • Access Help Center for navigating quick questions
  • Review Onboarding Guide Part I for quick access to Turvo resources

Transition to your Turvo Customer Experience Manager (CXM)

Congratulations! You had a successful Go-Live and you are ready to transition to your Turvo Customer Experience Manager (CXM). Your Onboarding Manager will meet with you to discuss next steps and provide you contact information of your CXM. 

Work with your CXM

Post-Go-Live, your Customer Experience Manager is responsible for strategic success planning for achieving your business goals with Turvo. Your CXM will be your primary Turvo contact, providing guidance for Turvo feature adoption and optimization of workflows for your team.

Turvo Support

Designated admin users for your organization have the ability to open a ticket in the event of an issue you are experiencing or need to adjust a tenant configuration. Contact our Support team by the top bar in the Turvo Help Center and click Submit a request

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Users should open tickets for the following reasons:

  • Integration questions or issues
  • New feature enablement
  • Product Enhancement considerations
  • Questions

When logging tickets, please provide as much detail as possible. Each ticket should include the following:

  • User and/or Tenant experiencing the problem
  • Identifying numbers: Shipment #, Driver #, Invoice #, etc.
  • Screenshots or videos of the entire page
  • Step-by-step reproduction steps
  • Error messages

Support Ticket priority:

  • Urgent: System-wide outage
  • High: Serious business impact, no workaround available.
  • Normal: Some business impact, a workaround may or may not be available
  • Low: Minimal business impact

Turvo Academy

Turvo Academy can be used beyond onboarding to train new employees at your company. Work with your Customer Experience Manager to help manage your ongoing internal onboarding process.

Onboarding Resources

Just a reminder that Part I of the Onboarding Guide contains links to all of the resources that you’ll need for your continued success with Turvo.

As always, if you have questions or need extra assistance, reach out to your CXM or submit a support ticket. 

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