On-boarding Services

Achieve your scheduling goals: reliably and fast. We help you with a hassle-free set-up and your personal scheduling coach gets you started with just plan it productively. If you like, we include the one-way integration with your ERP into the on-boarding services. 

The on-boarding services include

  • A dedicated scheduling coach
  • 5 online scheduling sessions (approx. 1 hour each)
  • Personal support via chatbox or email with guaranteed response times (1 day)
  • Daily data backups
  • Sandbox to test the Execute Mode with your data
  • Extended free trial period until end of on-boarding
  • Integration (one-way) with your ERP system
    (will increase the monthly subscription fees by 15%)

CONTACT SALES

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Discovery call

Data preparation

Setting up the account

Visual Scheduling Cycle

Enhanced usage

  • Understanding your situation
  • Understanding your scheduling requirements
  • Definition of your “scheduling success” criteria
  • Collect your scheduling data in Excel
  • Resources
  • Calendars
  • Jobs & tasks
  • Create resource groups and resources
  • Create calendars
  • Create sample jobs
  • Day-to-day usage of just plan it
  • Create “real-life” jobs
  • Take scheduling actions
  • Work with the Execute Mode
  • Specify the interface to your ERP
  • Assessment of success
  • Individual tips & tricks
  • Advanced features

Once you are done with your on-boarding service, you have all what you need to unleash the full scheduling power of just plan it.

  • Your account is fully set up
  • It integrates (one-way) with your ERP
  • You see and schedule your jobs & resource in just plan it
  • Your key users are trained
  • You achieve your scheduling goals

We are happy if you want to evaluate and set up the software on your own. For this self-educated process we provide a bunch of very useful and comprehensive resources but no dedicated personal assistance. With on-boarding services we go the extra-mile and make a customized deep-dive into your specific processes.

On-boarding service is the proven short-track to your scheduling success:

  • You get a personal scheduling coach
  • You get ongoing personal support
  • You get an interface to your ERP system
  • You get an extended trial phase
  • You get some extra hand-holding
The On-Boarding service Is your short track to scheduling success