What is the typical onboarding process?

Zahara has been created to be both flexible and easy to use. You will have access to our comprehensive knowledge base and help videos throughout your Zahara journey. Our experienced onboarding team can also help with your more sophisticated requirements.

The process typically begins straight after you choose Zahara and continues through your first few weeks of using it live.

The onboarding process may include the following steps:

1. Onboarding Invoice: After signing up for Zahara, you’ll receive an invoice for any professional services. This is typically due within seven days or before work begins.
2. Scoping and Kickoff: Before we start, our onboarding team will discuss how you’d like Zahara to work with you. This involves populating a staging spreadsheet with key details like users, divisions, and desired workflows. This kickoff meeting usually happens once payment has been received.
3. Implementation: Our onboarding team will configure Zahara for you and begin the initial setup, including adding users, configuring workflows and helping you organise any integration. We’ll keep you updated throughout the process.
4. Testing and Training: Once the initial setup is ready, we’ll show you around your system and train you to maintain Zahara in the future. You’ll then be invited to test how Zahara has been configured, informing the team if any tweaks are needed.
5. Ongoing Support: Our Onboarding Team will be available for the first two to four weeks to make tweaks and answer questions once the sessions have finished. After that, our continued support options will be explained to you, including access to our Support Team, who will be there for you whenever you need further assistance.

Here are some of the benefits you can expect:

• A smoother transition to Zahara: Our onboarding service is designed to make the transition to Zahara as seamless as possible.
• Reduced implementation period: You can speed up the implementation process and start using Zahara sooner than if you were to do it alone.
• A better understanding of how to maintain Zahara: Our onboarding service includes training and support, so you’ll better understand how to maintain Zahara going forward. We’re here to help you succeed!