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Boon Customer Onboarding

👋 Hi, RingCentral Team!

Welcome aboard! We're excited to partner with you. The following workspace includes our onboarding plan.
The process is streamlined to ensure we handle the bulk of the work, delivering the outcomes you desire with ease.


ATS — Workday

Customer Project Manager:

Wendy Ursua —

Primary Technical Contact:

Your account manager is:
Ryan Albretsen
Feel free to reach out if you ever have any questions.
(Ryan, Dakota, Yasser)

Process Overview

Kick-Off Meeting

The Kick-Off Meeting is the first step in our collaborative journey, setting the foundation for a successful partnership. In this session, we:
Introduce Team Members: Bringing together key players from both sides to build rapport and understanding.
Boon Overview: Provide a succinct overview of Boon, highlighting how it will revolutionize your recruitment processes.
Onboarding Roadmap: Discuss the onboarding process, setting clear timelines and expectations for each phase.
Key Contacts Identification: Establish primary points of contact to streamline communication and collaboration throughout the project.
To align both teams towards a common goal, ensuring a smooth and informed onboarding journey.
Identify resources and points of contact to facilitate integration.
Set up the process deep dive meeting and technical deep dive meeting (before end of meeting)
Customer project manager — recommended
Process owners (Recruitment manager, HR manager, etc.)
Technical team lead(s)

Implementation and Testing

Although not marked by a single milestone event, the Implementation and Testing phase is a continuous process that ensures Boon integrates seamlessly into your existing workflows. During this stage, we focus on:
User Acceptance Testing (UAT): Inviting you, the customer, to test-drive the system. This hands-on experience allows you to confirm that everything functions as intended and that Boon is ready to meet your recruitment and referral needs.
Importance: This phase is key for fine-tuning Boon's integration with your systems, ensuring that it enhances your recruitment processes without any issues.

Go-Live Monitoring

The Go-Live phase marks the exciting moment when Boon becomes a part of your daily operations. But our support doesn't stop there. We remain actively involved to ensure a smooth transition:
Launch: We celebrate the official integration of Boon with your systems, a significant milestone towards optimizing your referral and recruitment processes.
Active Monitoring: Our team keeps a vigilant eye on the system's performance from the get-go, ready to address any unexpected challenges swiftly.
Continuous Support: Regular check-ins are scheduled post-launch to discuss any concerns, gather feedback, and implement necessary adjustments. This proactive approach ensures that Boon continues to meet your evolving needs.
Importance: Go-Live Monitoring isn't just about watching the system; it's about partnering with you to ensure Boon delivers continuous value, adapting and growing alongside your company.

Relevant Resources

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