Access this comprehensive Getting Started guide to begin your implementation journey: EveryAction Getting Started: Your step-by-step plan to launching with EveryAction
I’m ready to jump into Bonterra, what do I do next?
- Refer to your welcome email (titled “Welcome to Bonterra”) for your first steps, which include watching training content in Bonterra Academy and scheduling your first implementation call with your Project Manager.
I lost my intro email with contact information. What do I do?
- First, search for an email titled “Welcome to Bonterra”.
- If you can’t find it, reach out to your sales representative to ask for your Project Manager’s contact info.
What can my team and I do now to prepare for the first few weeks of our implementation?
- Choose your project participants. We recommend no more than 2-3 people for maximum efficiency.
- Block your schedule. You should expect to spend roughly 5 hours per week on this project throughout the timeline, including a weekly one-hour meeting with our project team and off-call assignments.
- Prepare your requirements. If you already know which forms you want built, document the detailed requirements for each form. Do the same for any report and segmentation requirements.
What are three key ingredients for a successful implementation?
- Allocating proper time for planning and keeping stakeholders informed.
- Ensuring your core team has decision-making authority so you can act swiftly and efficiently.
- Your team’s openness to change—communication, flexibility, and adaptability will help keep your implementation on track.
If I have an issue, is it best to contact my Project Manager right away or wait until our next meeting?
- Don’t wait! We want to hear from you any time you have an issue. Please reach out to your Project Manager via email.