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What are the onboarding steps for getting the OxFlow service?

Here the five stages of a typical OxFlow implementation:

  • Kick-off
    • Get the team and timeline aligned
    • Gain access to the in-scope systems’ API credentials
    • Review requirements and align on reporting and process gaps
  • First Prototype
    • Deliver a working automation prototype within 2 weeks of the project kick-off
    • This includes an operating Data Mart if your subscription includes this feature
  • Tailoring – Part 1
    • Review of existing and new requirements
    • Move into iterative development with client feedback
    • This part may entail 2 to 5 meeting sessions
  • Tailoring – Part 2
    • This part of the design and build process is meant to more directly engage clients in use of the tool which always proves useful in surfacing new issues and requirements.
    • This part may entail 1 to 3 meeting sessions
  • Go-Live
    • Shift gears into ongoing support mode for the subscription period.