How long does a typical DealTrack Onboarding process take?
In simple terms: it depends!
How long it takes to get your business up and running with DealTrack will depend mainly on the complexity of your rebate mechanisms and how much time your team can devote to the project. We see the average Onboarding process taking around 90 days.
Who will be responsible for what?
What we will do for you:
Your Onboarding team will help you prepare and load the trading agreements for your top 5 trading partners (of your choice) in your new DealTrack Live environment. We will work with you to decide on the ‘best fit’ configuration for DealTrack to meet your business’s needs.
What we will do together:
Your Onboarding team will create a custom Onboarding plan to outline the steps you will take to get you fully up and running with DealTrack. We will work with your team to execute this plan via a series of online meetings, face-to-face workshops and training sessions. Through this time, your team will not only be empowered to fully populate and administer DealTrack, but you will also learn how to use all the tools you will need to successfully manage your trading agreements in the system.
How many trading agreements will Enable help me with during Onboarding?
The trading agreements for up to 5 trading partners — you will provide us with copies of existing trading agreements from a variety of trading partners (some more complex, some less so) and we will help you represent these in DealTrack.
How do I know if DealTrack will be able to represent my deals & load my data?
While we are striving to make the process of moving to DealTrack as painless as possible, there may be some business processes that we are not able to recreate for you.
Our process works such that our team will configure the standard DealTrack product in such a way that it is a ‘best fit’ with your business. Your deal configurations and data structure will therefore need to fit according to how DealTrack has been developed and configured for you.
When will Onboarding be complete?
You will be able to sign off Onboarding once:
You are up and running with your top 5 trading partners in DealTrack’s Live environment;
You have been able to validate that the trading agreements and their earnings match the current calculations in your existing system;
Plans are in place for transitioning over to DealTrack as the sole rebate management solution in your business.
What happens after Onboarding?
Once the Onboarding process has come to an end, is doesn’t all stop there!
Enable will offer you their “Aftercare” service, whereby the Client Services team will be on hand to support you during your transition to DealTrack to ensure your business successfully adopts the software into its day-to-day operations.
Your users will be able to continue to access Enable’s ongoing product support services for the longevity of your subscription with DealTrack.