Information Collection

Service Activation

Ensure you're gathering the critical information needed upfront so we are equipped to provide ongoing exceptional service experiences to your customers when they call the service desk.

Learn more about the process of collecting information for an onboarding.

Data Requirements

Information needed for different Collabrance service offerings. "About this Company" information is categorized by:

  • Critical: Information needed before service activation.
  • Impactful: Information needed within 30 days of service activation.
  • Beneficial: Information collected when possible.

Data Collection Options

Configuration Form Information

Configuration Form Overview

Subscriber Migration

Data Collection From Existing PSA Systems

Data Collection From IT Glue

Onboarding Resources & Information