Discovery
Agree locations, roles, team ownership and the first workflow. Record what success will mean for your organisation.
IMPLEMENTATION
A rollout your team can check.
Build the implementation around your staffing model, existing records and operational approvals.
From discovery to operational review
Data & permissions
Review the quality of worker, location and commercial records. Define who can view, change, approve and release each type of information.
Configuration & proof
Configure the agreed workflow. Test a draft shift, clearance blocker, worker response, attendance approval and payroll output using agreed test records.
Training & go-live
Train the users who will operate and approve the process. Resolve exceptions and record acceptance before enabling live activity.
Review & expand
Measure outcomes against the agreed baseline. Review unresolved gaps before adding more locations or workflows.
What to bring to a walkthrough
- Your organisation and location structure.
- Worker roles, current systems and the workflow you want to improve.
- Sample data with personal details removed where possible.
- Decision owners for staffing, compliance, finance and integrations.
- Questions about onboarding, support, data migration and commercial terms.
Scope, delivery dates, support and any charges must be confirmed in the written implementation proposal.
Discuss your rollout →