Getting Started - OWL Intelligence Platform Implementation

We are excited to have you onboard the OWL Intelligence Platform! You have a dedicated implementation team here that will help your agency learn, configure, deploy, and utilize your platform. We recognize that each agency is different, and the onboarding path may be adjusted to fit the specific needs of your team. Below is the general expectation. Your implementation will consist of following:

1. Welcome Email- You will receive a welcome email from the team followed by an email with your temporary login credentials. Please make sure that you log into the platform before your Kick Off call.

2. Onboarding Plan- Once your OWL account has been activated, you will receive an onboarding plan. Within this plan you will have different tasks to complete during the process. This will also be where you will schedule your onboarding calls.

3. Kickoff Call- This is your initial first meeting with your implementation Specialist. It is critical as this is when your implementation specialist will take the time to get to know you and understand what you need during the implementation process and within the platform. There will also be a high-level overview of OWL to further discuss modules and features.

4. Configuration Call- This will be your second meeting. Once we understand how your agency needs your administration settings and workflow set up, this call will focus on walking you through the appropriate configurations.

5. Administration Training- Your third meeting. Once the OWL Intelligence Platform is set up according to your agency’s practices and processes, your implementation specialist will train your administrators. You will also further discuss what the workflow and training should be like for your users.

6. User Training- Once your team feels comfortable with the OWL Intelligence Platform and the modules and features needed, there will be a fourth meeting to now train your users. This training will solely focus on how you would like your users to utilize the platform.

7. Debrief Call- This will be a call with your Account Executive.

8. Monthly Check-in- You will have a monthly check- in call with your Account Manager.

What to Complete and Bring

During your implementation, we will request information and documentation from you as we configure your platform.

Please be prepared to bring and discuss the following to your Kick Off call:

1. Login Access

2. Complete tasks within your onboarding plan

3. List of your users and their roles

4. List of your departments / teams

5. Review related articles associated to this guide

6. Samples of any templates or forms your agency currently uses to manage case data

7. Any current or needed approval workflows

8. Any questions you have about the onboarding process and/or OWL platform

Any additional items or data needed will be determined during your onboarding process and will be added as tasks within your onboarding plan. The general information requested prior to your kick off call will assist with your configuration and trainings calls.