1. Configuring the server /For users using the open source version/

Provide with informations on erxes and plugin installation, payment procedures, and how to get supports easily. 

• Server crieteria
• Server installation guide 
• Configuration
• If the client doesn't have a server, check out here

2. Defining the problem 

• Where to get started? 
• What kind of problems are the clients trying to solve with erxes?
• Current use of different programs and platforms
• How those platforms are used, to solve what problem?
• Expected outcome from using erxes

3. Matching expectations

Analyzing thhe problem and meeting the clients expectations. Defining which expectations are feasible and which are unfeasible. 

4. Determine the future intentions of the organization

There might be some lacking parts in erxes. However define the vision of the clients, on how they're expecting to use erxes. 

5. Define the business process of the organization

More about customer success. After listening the client's operation process Success Managers ask necessary questions and make a plan.

• What kind of business entity is it?
• What is the problem?
• How can the client use their resources to produce more useful results?

 

6. Prepare a system implementation report according to the problems, goals, expectations, and business processes of the organization

To prepare detailed plan

• General explanation video
• Guides

 

7. Planned adaptation 

Activate the client to let them do their parts. Consistently ask for updates. If there is a problem look for the developers to fix it or ask clients to fix their problem from their side. 

8. Testing the onboarded system in reality and receiving suggestions and requests from customers

How the use of the erxes is going so far. Whether there is an other issues can be developed in the future that is required to now. 

9. Onboarding soft closure

To confirm the onboarding from both sides. Create manual for the clients or let the clients to create their own. This helps the client's new members to easily understand erxes without our futher help.  

10. Phases of improving the onboarding
 

11. Training and recommendations phase to use the system to its full potential

To discuss about further developments and uses. Mention how other plugins can help their work. 

13. Preliminary Agreement Sheet or UFC

14. Client care

Schedule at least 1 meeting with the client monthly, to check on how smoothly erxes running in their business. Is there any new ideas to improve their platform.