IMPLEMENTATION
Our top priority in every Edstruments implementation is to get your organization set up as swiftly and accurately as possible. A standard implementation takes around 10-20 working days, but that timeline can vary. We take a very hands-on, white glove approach to making sure you have a smooth and enjoyable implementation customized to your unique needs.
KICK-OFF PHASE
Our team will work with you to understand your key goals and set expectations for overall timeline and milestones for implementation. We will also make some overarching design decisions together for your setup.
You securely share your budget and other financial data for us to load into the platform. We connect to your accounting platform for automated transaction updates. Your team conducts data quality checks before we move to the next phase.
DATA ONBOARDING PHASE
USER TRAINING PHASE
We conduct virtual training sessions, often split into a first with central leadership and a second with budget owners. Users receive access to an extensive library of digital support resources to supplement the training.
Our team is just a chat, email, or Zoom call away! We’ll have monthly check-ins with your leadership team to ensure you’re getting maximum value from our app, and also invite you to give input on what you’d like to see added to our product roadmap.
ONGOING SUPPORT PHASE
