Data Import is the largest phase of onboarding. Once we’ve acquired all pertinent data (hierarchy, users, historical data, job roles, and training topics, other requirements) we work to start importing the data with you. We can proceed in one of two ways:

1. We do the work – We love data. We love Excel. If you don’t, let us get a quote to upload all your data for you, we’ll just confirm any exceptions and missing information with you once we’re done. We require your input on many items, but often it’s easier to answer a quick call than to worry about which character is missing from cell F348.

• This will often be faster than us helping your team complete the import
• We can find potential issues with the data as we’re combing through it
• This doesn’t allow your team to learn how to import data on their own, however, which can sometimes be important. Imports are usually one-time, but this information is valuable when it comes to understanding system functionality.

2. We help you do the work – For those individuals who love getting their hands dirty, this is a great option. You will learn the finer points of the data importing systems, and how the system functions and stores your data. Considerations:

• This will often take longer than if we are pushing through the import
• You’ll learn valuable tidbits as we’re working through everything
• This requires at least one dedicated individual on your team to work with us, if not more.

We also require at least one person we can regularly contact for information and responses to questions on topics. This person should be knowledgeable about the training in your organization, and the mechanics of the team.