Our goal is to ensure a seamless transition and optimal utilization of RDash within your organization. By providing personalized support and training, we tailor our deployment process to meet your unique business needs. From initial planning to ongoing assistance, we are committed to your success. Join us in transforming your project management approach with RDash.
Initial Deployment: Understanding and Planning Together
The deployment of RDash, our comprehensive project management tool, begins with an introductory call with your designated Success Partner. This initial interaction is pivotal, as it sets the foundation for a seamless deployment process tailored specifically to your organizational needs.
Prior to this call, all pertinent information and pain points discussed with our sales consultants are meticulously transferred to the Success Partner. This ensures that they are well-prepared to address your unique requirements from the outset.
The primary objective of this introductory call is to foster a thorough understanding of your business, project needs, team structure, and availability. This holistic understanding is crucial for the Success Partner to design a personalized training and deployment schedule. The duration of this schedule typically ranges from 7 days to 3 weeks, contingent on the size of your organization and the availability of your team.
Account Setup & Training
Upon gaining a comprehensive understanding of your requirements, the Success Partner will provide a detailed overview of RDash and its features. At this juncture, the software is meticulously configured to align with your specific needs, taking into account your business processes and existing workflows.
This configuration process includes the creation of credentials, the definition of user roles, and the setup of accounts. The goal is to ensure a thorough comprehension of your process flows and to establish the appropriate permissions, roles, and responsibilities for your team members.
Following this, the Success Partner will develop a bespoke training schedule. This schedule is designed to deliver personalized and targeted training sessions for individuals and teams, ensuring that each member is equipped with the knowledge and skills necessary to effectively utilize RDash.
Transition to Active Project Management
In the concluding phase of the deployment process, we engage in a collaborative exploration of RDash’s features. This phase is dedicated to addressing any doubts or clarifications that may arise, ensuring that your team is fully aligned and confident in their use of the platform.
Once the team is comfortable with the system, they will begin to create projects and adhere to the established project management processes. Throughout this transition, the Success Partner remains remotely available to provide guidance and support, ensuring a smooth and seamless transition to RDash.
Post Deployment: Ongoing Support and Metrics Monitoring
After your team has become proficient in using RDash independently, the Success Partner will continue to track key metrics related to the adoption and use of the platform within your organization. Weekly check-in calls will be conducted to address any challenges, discuss adoption rates, and offer recommendations for improvement.
As the team’s understanding and usage of RDash evolves, and substantial data is accumulated on the platform, senior leadership will be provided with a comprehensive overview of key metrics across all projects. Based on client directives, dashboards will be developed for senior management to monitor operations and related financials, offering valuable insights into the organization’s performance and project outcomes.
Help Center & Support
In instances where team members require immediate assistance or need a quick refresher on certain modules, our dedicated Help Center is readily available. This resource provides a wealth of information, including FAQs and step-by-step tutorials, designed to address common concerns and enhance user proficiency.
Additionally, a support chat feature is available, allowing team members to raise tickets for any issues they encounter. These tickets are promptly assigned to the respective Success Partner, ensuring quick and efficient resolution of any problems.
We Value Your Feedback & Suggestions!
At RDash, we place a high value on client feedback, as it plays a crucial role in our commitment to continuous improvement. We view any roadblock encountered by your organization as a challenge that we need to solve collaboratively.
We take our clients and their feedback seriously, understanding that the needs and challenges of our users are instrumental in shaping the evolution of our platform. Your insights and suggestions are not only welcomed but are actively sought to ensure that RDash continues to meet and exceed your expectations.
Detailed Deployment Plan
1. Introductory Call
– Objective: Establish a clear understanding of business needs, project requirements, team structure, and availability.
– Activities: Transfer of information from sales consultants to the success partner; introduction to business context, and discussion of needs and pain points.
2. Account Setup
– Objective: Configure RDash to align with your business processes and workflows.
– Activities: Creation of user credentials, definition of roles and responsibilities, and setup of accounts.
3. Training Development
– Objective: Ensure comprehensive understanding and effective use of RDash by all team members.
– Activities: Development of a personalized training schedule, delivery of targeted training sessions, and provision of support materials.
4. Active Project Management Transition
– Objective: Enable the team to effectively manage projects using RDash.
– Activities: Collaborative exploration of RDash features, addressing of doubts and clarifications, and commencement of project creation.
5. Ongoing Support and Metrics Monitoring
– Objective: Monitor adoption and use of RDash, provide continuous support, and offer insights to senior management.
– Activities: Weekly check-in calls, tracking of key metrics, development of dashboards for senior management, and provision of recommendations for improvement.
6. Help Center and Support
– Objective: Provide immediate assistance and resources for team members.
– Activities: Maintenance of a dedicated Help Center with FAQs and tutorials, availability of support chat for ticket raising and resolution.
Conclusion
The deployment of RDash is designed to be a collaborative and adaptive process, tailored to meet the specific needs of your organization. From the initial understanding and planning phase to the ongoing support and metrics monitoring, every step is meticulously planned and executed to ensure a smooth and effective transition.
By prioritizing client feedback and continuously evolving our platform based on user needs and challenges, we strive to deliver a solution that not only meets but exceeds your expectations. Your success is our success, and we are committed to supporting you every step of the way.
Thank you for choosing RDash. We look forward to working with you and helping your organization achieve its project management goals.
