Switching AP/AR providers can feel daunting. The thought of potential downtime, the complexity of data migration, and the challenge of getting your team up to speed can make any business hesitate. But what if the process didn’t have to be painful? At Centime, we understand the fears associated with change management, and that’s why we’ve streamlined our onboarding process to get you up and running in just 7-21 days—smoothly and efficiently.
In this article, we’ll walk you through our 7-21 day onboarding journey, showing you exactly how we minimize disruption, ensure seamless integration, and provide the support you need to succeed from day one.
Understanding the Importance of Efficient Onboarding
When it comes to switching financial systems, onboarding is everything. Poorly executed onboarding can lead to significant downtime, frustrated employees, and lost revenue. Yet, despite these risks, many companies continue to use outdated systems simply because they fear the disruption that a change might bring.
At Centime, we’ve built our onboarding process around minimizing these risks. We know that time is money, and that’s why we focus on getting you live with as little friction as possible, while also ensuring that your team is fully trained and ready to maximize the value of our platform.
The 7-21 Day Onboarding Journey
Our onboarding journey is designed to be comprehensive, yet efficient. Here’s how we do it:
Kickoff: Day 1
The journey starts on day one with the Kickoff phase, where we immediately integrate with your existing systems to get the ball rolling.
- Connect GL/Start Sync: We connect your General Ledger (GL) to Centime right away. This immediate integration ensures that your financial data is flowing into our platform from day one.
- Complete Basic Setup:some text
- Invite Users: We help you set up user accounts, ensuring that your team is ready to dive in.
- Connect Banks: We link your bank accounts to Centime, allowing for seamless cash flow management.
- Add Payment Card: Your payment systems are integrated to streamline payables and receivables.
- Review Current Process and Define Goals: We sit down with your team to understand your current processes and define clear goals for what you want to achieve with Centime.
- Schedule Next Session: Before the day is out, we schedule the next session to keep the momentum going.
Onboarding and Adoption: Week 1-4
Once the kickoff is complete, we move into the Onboarding and Adoption phase. This is where your team begins to master the platform, module by module.
- Module-Specific Training Sessions:some text
- Define Go-Live Date & Schedule: We work with you to set a realistic go-live date and plan out the necessary steps to get there.
- Live Training: Your team receives hands-on training in using Centime’s solutions, tailored to their specific roles and needs.
- Payables Module: We help you set up your invoice and payments workflow, ensuring that your first payment is made through Centime with confidence.
- Cash Flow Forecasting Module: We walk you through automating your cash flow forecasting process. You’ll learn how to use Centime to generate cash flow forecasts, define key groups, make adjustments, and establish workflows that will transform your cash management practices.
Live: Month 1+
After the initial onboarding, you’re live—but that doesn’t mean the support stops. In fact, this is where Centime’s commitment to your success really shines.
- Continued Support & Training: We provide ongoing assistance to ensure that your team continues to feel confident and competent in using Centime.
- Progress Updates: We regularly check in with you to monitor your progress, address any issues, and celebrate your successes.
- Open Feedback Loop: We maintain an open line of communication to gather feedback and continuously improve your experience with our platform.
- Maximizing Platform Value: We offer tips and tricks for getting the most out of Centime, helping you unlock the full potential of our features.
- Scheduled Follow-Ups: We establish bi-weekly or monthly calls to ensure that everything is running smoothly and to help you tackle any new challenges that arise.
Why Centime’s Onboarding Process is Superior
So what makes Centime’s onboarding process stand out from the crowd? It comes down to three key factors: speed, seamless integration, and personalized training.
Speed and Efficiency
While other providers might take months to get you up and running, Centime’s 7-21 day timeline is a game-changer. We know that every day spent onboarding is a day your business could be missing out on the benefits of our platform. That’s why we’ve honed our process to be as fast and efficient as possible, without sacrificing thoroughness.
Seamless Integration
From the very first day, your financial data flows into Centime thanks to our immediate GL integration. This seamless start ensures that there’s no disruption to your operations, and you can begin leveraging the power of Centime right away.
Tailored Training
Our module-specific training sessions are designed to meet the unique needs of your team. Whether you’re focused on payables, cash flow forecasting, or any other aspect of our platform, we ensure that your staff is fully equipped to use Centime effectively from day one.
Real Customer Success: JobGet’s Implementation Journey
Don’t just take our word for it—let’s look at a real-world example of how Centime’s onboarding process helped one of our customers, JobGet.
JobGet, a rapidly growing company, was facing the challenge of managing its financial processes as it scaled. They needed a solution that could keep up with their growth without causing disruptions to their day-to-day operations.
When JobGet decided to switch to Centime, they were understandably concerned about the potential for downtime and the learning curve associated with a new platform. However, thanks to Centime’s streamlined onboarding process, they were able to transition smoothly in just a few weeks.
From the initial GL integration to the comprehensive training sessions, Centime ensured that JobGet’s team was comfortable with the platform from day one. The result? JobGet was able to go live with Centime quickly, with no disruption to their operations, and they immediately began reaping the benefits of automated cash flow forecasting and streamlined AP/AR processes.
Ready to Make the Switch? Here’s What to Do Next
If you’re tired of being held back by outdated systems and are ready to experience the benefits of Centime, now is the time to act. Our 7-21 day onboarding process is designed to get you up and running quickly, with minimal disruption and maximum support.
Take the Next Step:
- Schedule a Demo: See Centime in action and learn how our platform can meet your specific needs.
Conclusion
Switching AP/AR providers doesn’t have to be a nightmare. With Centime’s streamlined onboarding process, you can go live in just 7-21 days, fully equipped to take advantage of our powerful cash flow management and automation tools. Don’t let the fear of change hold you back—embrace the future with Centime, and watch your business thrive.
