OWL Intelligence Platform Onboarding Guide
Welcome to the OWL Intelligence Platform! This guide outlines the onboarding process and provides key information to help your agency successfully implement and utilize the platform. Each agency’s onboarding journey is tailored to meet its unique needs, and your dedicated implementation team will support you every step of the way.
📋 Onboarding Overview
Your onboarding process includes the following key milestones:
1. Welcome Email
- You will receive a welcome message from the OWL team.
- A follow-up email will provide temporary login credentials.
- Please log in to the platform before your Kick-Off Call.
2. Onboarding Plan
- Once your OWL account is activated, you’ll receive a personalized onboarding plan.
- This plan includes tasks to complete and scheduling options for onboarding calls.
3. Kick-Off Call
- Your first meeting with your Implementation Specialist.
- Purpose: Understand your agency’s goals and requirements.
- Includes a high-level overview of OWL modules and features.
4. Configuration Call
- Second meeting focused on platform setup.
- Your specialist will guide you through configuring administrative settings and workflows based on your agency’s needs.
5. Administration Training
- Third meeting dedicated to training your platform administrators.
- Covers workflow setup and planning for user training.
6. User Training
- Fourth meeting to train your end users.
- Focuses on how users will interact with and utilize the OWL platform.
7. Debrief Call
- A follow-up discussion with your Account Executive to review progress and next steps.
8. Monthly Check-In
- Ongoing monthly calls with your Account Manager to ensure continued success and support.
🧾 What to Prepare for Your Kick-Off Call
To ensure a smooth onboarding experience, please gather and be ready to discuss the following:
- ✅ Login access to the OWL platform
- ✅ Completion of initial onboarding tasks
- ✅ List of users and their roles
- ✅ List of departments or teams
- ✅ Review of related support articles
- ✅ Samples of templates or forms used for case data management
- ✅ Details of current or required approval workflows
- ✅ Any questions regarding the onboarding process or platform functionality
Additional data or documentation may be requested during onboarding and will be added to your onboarding plan as needed. Providing this information early helps streamline your configuration and training sessions.
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