CONFIGURATION FORM

Onboarding Task Management

Onboarding Overview
Technician Tasks
Customer Data Needed

The Configuration Form is a shared document that we can both provide regular updates on in efforts to work better together when onboarding customers.

After the Service Activation receives your order, we will email your custom Configuration Form through our OneDrive account.

Questions? For more information, please email orders@collabrance.com.

Learn how to use the Configuration Form to communicate what tasks are needed to complete an onboarding and keep the project on schedule.

Project Main Menu

Each project will have its own config form. It will be named by the Subscriber and Service Provider names. It lists out various phases of a project. If a certain phase of a project is not needed, we simply remove that phase.

It also has various dates that can be configured.

Goal Completion Dates: Set by both Collabrance and the Service Provider during the Pre-Implementation Call for the project.
Actual Completion Date: Updated when that phase of the project is completed. This gives a quick overview of the progress of the project as compared to the goals that were set during the pre-implementation call.

The Status % Complete column shows how much of a certain phase is completed. This is based on the Task List next to each phase’s row.

Task Lists

There are 2 dates at the top of the page as well as a Tasks Completed section. We also have a listing of the tasks that need to be completed by whoever is working on the phase. Once tasks are verified to be completed by a member of the Service Activation team, we will set the status from “Open” to “Complete.” Each time a task’s status is changed – the overall progress of the phase is updated. This is also updated on the Project’s Main Menu.

Task Examples

Please reference video above for more information.

UTM Installation

This section lists all the tasks that are needed when installing the UTM and WattBox. This is not in any particular order, and not all tasks maybe needed. Please be sure to review the entire list to make sure you are aware of all the tasks needed.

Data Protection Installation

The Data Protection Installation phase has 3 separate task lists. If the order calls for File-Level backup to be installed, just complete the appropriate tasks. If a Datto is ordered, then just follow those appropriate tasks. If a Roundtrip is needed to assist in uploading the initial backup of a device to the cloud, then additional steps are needed. If not, they can be ignored.

Network Stabilization

These tasks are not necessarily meant to be completed in one day. Stabilizing a network is not an easy task! But these are the items we expect to be completed before the Subscriber goes live with the Service Desk. Documents on how to perform some of these tasks, such as creating the svcremoteadmin account or setting up Active Directory correctly, can be found in the Collabrance Resource Library.

Service Activation List

Some tasks are suggestions rather than must do’s. In this phase we want to agree upon the correct service activation date so that both you and Collabrance are on the same page when the Subscriber can begin calling the Service Desk. The other tasks are more suggestions we encourage you to follow. Having an orientation and 30 day follow-up shows your customer they are important to you.