Once you have signed a contract with our Sales team and become a client of Enable, you will be assigned a DealTrack Onboarding team. This team will be responsible for managing the three-stage Onboarding process, as illustrated below:
Below you will learn more about the typical timeline and process for setting up your new DealTrack software in your business — what should you expect in terms of timing and who will be responsible for which tasks?
The first stage of Onboarding (known as Planning) will involve defining how your trading agreements are structured, the quality of your data and the level of expertise and availability of your resources. This is vital to Onboarding success.
The Onboarding delivery team will therefore work with your key stakeholders and project team members to initiate Onboarding with the objective of producing an action plan for how we will successfully set up DealTrack for you.
The key steps involved are:
Step 1: Confirm
Once you decide to go ahead with the DealTrack software, your Sales Executive will complete all the relevant paperwork with you. You will then sent all the information you need about Onboarding and, within a week of signing up, your Sales Executive will invite you to an introductory Kick-off meeting with your DealTrack Onboarding team.
Step 2: Launch
Your DealTrack Onboarding team will then meet with you either on-site at your office or at Enable HQ to speak with you about your current setup, your priorities and what you are hoping to do in DealTrack during your first 90 days after sign-up. Over multiple workshops, the Onboarding team will also go through the set up and configuration process for your software with you.
Step 3: Map
After these workshops have ended, our Onboarding team will put together a customised plan that will guide you through Onboarding and into the Adoption phase of the implementation. This is to make sure everyone is ready and fully prepared for the next stage of Onboarding — "Realisation".
During the Realisation stage, it is expected that all new clients will complete at least one Onboarding project that involves the delivery of the base features of DealTrack and the testing of both your data imports and how your rebate agreements will be represented in DealTrack.
Depending on what has been agreed in the “Onboarding Plan”, it is possible for you and the Onboarding delivery team to then complete subsequent, multiple projects in order to fulfil your remaining business needs.
The key steps involved are:
Step 4: Design
You will work with our product experts on defining the configuration parameters for the basic structure of DealTrack as outlined in the Onboarding plan. You’ll also get to work preparing all the data that your team will need to import into DealTrack. Again, your DealTrack Implementation Analyst is here to help you through this process.
Step 5: Set up
Once the configuration blueprint has been agreed, our team will get to work on configuring DealTrack for you. One of our Client Services team members will then carry out a comprehensive check of the setup of your new software. Once the check is complete, we will inform you that your new configured DealTrack software is ready to go.
Step 6: Test
This is the opportunity for you to see your configured software for the first time. Your Client Services Manager and Implementation Analyst will show you around DealTrack and explain how the software works. This is a great opportunity for you to familiarise yourself with your new software. You will then work with your DealTrack Onboarding team to test the setup, load the data you need in the system, set up some deals and finalise the structure of your DealTrack software.
The third and final stage of Onboarding is known as Validation and will provide you with the opportunity to confirm how your rebate agreements should be best represented in DealTrack, that your data has been loaded successfully and that you have a plan to manage everything going forward.
You will ultimately be ready to validate that DealTrack has been configured correctly, tested systematically and is now ready to begin the permanent transition over to DealTrack.
The key steps involved are:
Step 7: Transition
When you’re ready, take everything live! As soon as you have completed testing, your Client Services will contact you to advise that Onboarding is now complete and that we are now in a position to hand over the reigns to you to successfully operate DealTrack independently going forward.
You will therefore now own the process involved in day-to-day DealTrack activities. This includes the management of:
Data · Updating master data and importing turnover, as required;
Users · System audit, creating new users and setting user access permissions;
Schemes and deals · Representing your agreements in DealTrack;
Reports · Creating reports either via the UI or using SQL database access.
Congratulations — you now have your new software!
Step 8: Complete
Now that you’re up and running with DealTrack, it doesn’t all stop there — it’s time to dig in and take advantage of all it has to offer. Enable’s Client Services team will provide you with their standard “Aftercare” service in order to support you in the transition away from your existing rebate management system and into a long-term successful partnership with Enable.
Our ongoing support service will also help you with the general operating and maintaining of the DealTrack software. Scenarios may arise that require minor configuration tweaks. We will be on hand to support you should there be a change in your business requirements.