Initialize
Access to Learning Portal
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Activation Introduction
End User Planning Tutorial for Training
System Prep Config
Data Extraction and Cleansing
Bundle Installation
Migrate
Migration Kick-Off
Data Migration – List Data
Solve Data Discrepancies
Data Review & Validation
Enable
Core Process Walkthrough
Customer Success Check-In & Support Intro
End User Training
Convert
Open AR/AP & Transaction Data
Go-Live Checklist
Go-Live
Post Go-Live Support
[Activation Completion & Next Steps Discussion]
Starter Cohort