Onboarding

Your quick start

BigChange Engage is our core onboarding and configuration package. It’s designed to get you up and running in a few short weeks. It’s a fast-track deployment, to give you the right start for success, with the capability of creating as many items (subject to licences purchased) needed to optimise your operations.

What’s Included

2 days of face to face OnBoarding support1

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16 Hours of remote OnBoarding support1

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Demo & Training on all BigChange system features to a team at your offices, or at BigChange HQ11

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Importation of existing data (in specified formats)2

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Unlimited parent + child contacts22

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Demonstration of how to set up to 5 back-office user profiles3

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Demonstration of how to set up to 5 mobile worker profiles3

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Demonstration of how to set up to 5 vehicle fleet profiles3

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Demonstration of how to set up to 5 job types3

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Demonstration of how to set up to 5 worksheets3

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Create 3 custom report specifications (if required)4

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  • 1. Time to be redeemed within 3 months of first session. Location of face to face sessions dependant on option purchased.
  • 2. Data import is available for a number of specified formats (if deemed necessary).
  • 3. Maximum number set up by Implementer. The specific number you are able to set up on your site using those created by the implementer as an example will depend on licences purchased.
  • 4. Creating specification included only. Cost of report will vary depending on requirements.

Who is Engage for?

BigChange Engage is suitable for the majority of standard deployments where customers are using the system with industry-standard business processes.

To ensure customer success, Engage is designed for companies who can dedicate time towards the project.

Engage is not suitable for businesses with complex stock or financial requirements.

Engage is not suitable when custom integration or automation is anticipated.

Our team will assist you with planning to Go-live

We’ll train you how to setup and use the system

We’ll help you identify the best way to configure the system

We’ll assist you in importing your existing data*

Features of the system covered as part of your engage package:

Web Users

WEB USERS

Creating new users, assigning roles, user spec

Job Setup

JOB SETUP

Categories, job cards and custom fields

Resources

RESOURCES

Creating & amending groups, fields & settings

Worksheets

WORKSHEETS

Question types and stages of procedure

Vehicles

VEHICLES

Maintenance activity, costs and grouping

Worksheets

JOB SCHEDULING

Create jobs

Timesheets

TIMESHEETS

Enforcing options and creating reports

Tablet Workflows

TABLET WORKFLOWS

Filling timesheets, worksheets and job completion

Expenses

EXPENSES

Specialised for groups and vehicles

crm

CRM

Creating contacts, groups and relationships

File Library

FILE LIBRARY

Creating doc groups and database

Booking site

BOOKING SITE

Customer access portal

Stock & equipment

STOCK & EQUIPMENT

Product categories, tracking items with simple stock setup and usage

Financials

FINANCIALS

Creating financial documents and simple invoicing processes

QUESTIONS TO ASK…

How long does the engage process take?

Our most successful engagements are completed within 12 weeks, and involve a full collaboration between our customer and BigChange. Getting your system up and running successfully requires actions to be completed by both parties. The customers who are able to dedicate resources solely to this project are those who get up and running in the shortest time.

Would it be helpful to have a dedicated person to lead the engage process?

Absolutely! We would suggest that you form a mini ‘project team’, that is lead by a senior team member. This team should ideally be made up of representatives from all departments which will utilise the features of BigChange. These can include people from your finance department, operations team, and engineers/drivers; they do not need to be present for every session, but should be on hand for the first meeting.

Will BigChange do what my current system does?

BigChange has been built from the ground up, and is utilised by over 800 companies in over 25 different sectors completing jobs, sending out invoices and managing their CRM system in a streamlined manner. By purchasing BigChange you have the perfect opportunity to visit processes that you have been following for many years, and optimise them to a more efficient way. If you are unsure as to whether a particular feature exists within BigChange, or how a certain process would be completed, please do ask your Sales Representative who will be happy to demonstrate the functionality to you.

Can I bring across data from my current system(s)?

Bringing over current data (Contact, stock, vehicle and resource information) is possible by using our import service. Our import service allows data that you have placed into a template to be easily added within a few clicks. If you are thinking of bringing over any of your data and wish to see the import template that you need to populate, please ask your Sales Representative who will be happy to provide a copy.

I’m still not sure of something, can I ask you?

Ask us, we want to make sure the engage process is as smooth as possible. It is highly unlikely the question you want to ask is one that we have not heard before and don’t have an answer to.

The revolution your business has been waiting for..

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