Onboarding

White glove service from a team that cares about your success

Right from our first chat, you can be sure that you’ve got the full might of the Intelocate team behind you. We pride ourselves in our hands-on approach, dedication to customer success, and an unflinching desire to help our customers attain maximum operational efficiency, every day.

We believe in taking a hands-on approach to onboarding and supporting our clients. With many other solutions, you may need to hire
a 3rd party to help with initial setup, integrations, and training. At Intelocate we want to build long lasting relationships, and we do that
by creating a trusting environment.

Our success can’t be achieved without the success of our customers. This means properly explaining system logic, assisting with integrations, helping with your setup, offering best practice suggestions, discussing feature enhancements, and being hands-on
with training.

John Gurley,

Director of Customer Success

Our Typical Onboarding Process

Although we personalize our onboarding approach to fit the needs of every customer we work with, there is still a fundamental list of items that need to be addressed.

Requirement Gathering

To kick things off, our Customer Success team will schedule a call with all client stakeholders to gain an understanding about how your organization operates and is structured, the features you’ll require, your internal timelines, and more.

System Configuration

This is the most important step of the onboarding process. Here, we’ll work on defining your required user roles and permissions, task and issue category structure, building custom forms, and creating asset templates.

Integrations

Depending on your organization’s existing data structure, we can work with you to set up several different APIs to integrate user, location, and KPI data from other sources. Beyond this, Intelocate offers bulk uploading features for uploading user and location data.

More About Integrations

Processes & Automations

Once your organizational structure is built out and your environment is populated with data, we can work with you to create any required automations. For example, you can choose which roles or individuals will receive tickets relating to IT or Operations based events.

Testing & Training

In this phase, you’ll begin creating tasks and issue tickets, checking their assignments, and coaching your teams on what to expect and how to interact with the system. Our team is available help with any necessary training at various levels throughout your organization. While every business chooses to run a pilot or soft launch, it’s something we strongly recommend. By taking this approach, you can include a single district or region to start using Intelocate, allowing you to tweak any processes on a smaller scale, which will help with initial platform adoption.

Go Live

Once you’re ready to go live, our team is happy to help with any additional training you may need. From here, we’ll schedule regular meetings to ensure your ongoing success and help with any processes, while discussing any feature ideas or improvement suggestions you may have for the platform.

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Wondering if Intelocate is right for your organization?

Let’s book a chat to discuss your needs, and explain the ways in which Intelocate can help introduce efficiencies to your processes!

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What Intelocate Customers Say

“As the majority of our employees work the retail sales floor, being able to review all outstanding issues in one single place is vital to completing tasks on time so those of us in the Corporate Office can get the responses and feedback we need.”
Jennifer D
Director of Sales Execution
“Intelocate is a partner that we can rely on to help us reduce complexity, get issues resolved, and tasks completed. Since integrating the platform, we’ve seen major benefits across the entire organization.”
Jason B
Chief Operating Officer
“This incredible tool has helped our organization increase productivity and maximize time management across our entire company. We love it, and would recommend it for any business!”
Attique R
Director of Operations
“Intelocate has helped us to streamline communications with stores for supply order requests, maintenance requests, and much more. It has greatly reduced requests through email, which was our primary objective.”
Danielle L
Project Lead, Operations
“Intelocate has worked well for us, allowing automation of planned preventative maintenance and statutory legal H&S checks in our stores. The mobile application allows us to view data on the go and has been a game changer for regional managers“
Paul M
Health & Safety Manager
“Intelocate is a critical platform for our Operations Department. Once issues are logged we allocate to the relevant team for resolution within our agreed deadlines. Our experience with Intelocate has been great, and one that we are very happy with.”
Stephen N
Operations Support Manager
“Intelocate makes it simple to navigate, sort, assign and execute follow-up on a variety of tasks and/or issues. It has helped me to better manage cumbersome tasks and issues that would otherwise be flooding my e-mail inbox, or having me bombarded with texts and calls.”
Jeremy B
Region Manager
“Intelocate allows us to quickly and accurately submit issue tickets and has greatly reduced issue resolution time, leading to an increase in employee satisfaction as they can quickly see the status of reported issues.”
Drew D
District Manager
“Intelocate has reduced the time spent dealing with issue resolution across the business. As a result, we have learnt about new issues as users feel more confident (and it takes less time) to log other issues as they come up.”
Rupert B
Central Operations Manager
“As the majority of our employees work the retail sales floor, being able to review all outstanding issues in one single place is vital to completing tasks on time so those of us in the Corporate Office can get the responses and feedback we need.”
Jennifer D
Director of Sales Execution
“Intelocate is a partner that we can rely on to help us reduce complexity, get issues resolved, and tasks completed. Since integrating the platform, we’ve seen major benefits across the entire organization.”
Jason B
Chief Operating Officer
“This incredible tool has helped our organization increase productivity and maximize time management across our entire company. We love it, and would recommend it for any business!”
Attique R
Director of Operations
“Intelocate has helped us to streamline communications with stores for supply order requests, maintenance requests, and much more. It has greatly reduced requests through email, which was our primary objective.”
Danielle L
Project Lead, Operations
“Intelocate has worked well for us, allowing automation of planned preventative maintenance and statutory legal H&S checks in our stores. The mobile application allows us to view data on the go and has been a game changer for regional managers“
Paul M
Health & Safety Manager
“Intelocate is a critical platform for our Operations Department. Once issues are logged we allocate to the relevant team for resolution within our agreed deadlines. Our experience with Intelocate has been great, and one that we are very happy with.”
Stephen N
Operations Support Manager
“Intelocate makes it simple to navigate, sort, assign and execute follow-up on a variety of tasks and/or issues. It has helped me to better manage cumbersome tasks and issues that would otherwise be flooding my e-mail inbox, or having me bombarded with texts and calls.”
Jeremy B
Region Manager
“Intelocate allows us to quickly and accurately submit issue tickets and has greatly reduced issue resolution time, leading to an increase in employee satisfaction as they can quickly see the status of reported issues.”
Drew D
District Manager
“Intelocate has reduced the time spent dealing with issue resolution across the business. As a result, we have learnt about new issues as users feel more confident (and it takes less time) to log other issues as they come up.”
Rupert B
Central Operations Manager
“As the majority of our employees work the retail sales floor, being able to review all outstanding issues in one single place is vital to completing tasks on time so those of us in the Corporate Office can get the responses and feedback we need.”
Jennifer D
Director of Sales Execution
“Intelocate is a partner that we can rely on to help us reduce complexity, get issues resolved, and tasks completed. Since integrating the platform, we’ve seen major benefits across the entire organization.”
Jason B
Chief Operating Officer
“This incredible tool has helped our organization increase productivity and maximize time management across our entire company. We love it, and would recommend it for any business!”
Attique R
Director of Operations
“Intelocate has helped us to streamline communications with stores for supply order requests, maintenance requests, and much more. It has greatly reduced requests through email, which was our primary objective.”
Danielle L
Project Lead, Operations
“Intelocate has worked well for us, allowing automation of planned preventative maintenance and statutory legal H&S checks in our stores. The mobile application allows us to view data on the go and has been a game changer for regional managers“
Paul M
Health & Safety Manager
“Intelocate is a critical platform for our Operations Department. Once issues are logged we allocate to the relevant team for resolution within our agreed deadlines. Our experience with Intelocate has been great, and one that we are very happy with.”
Stephen N
Operations Support Manager
“Intelocate makes it simple to navigate, sort, assign and execute follow-up on a variety of tasks and/or issues. It has helped me to better manage cumbersome tasks and issues that would otherwise be flooding my e-mail inbox, or having me bombarded with texts and calls.”
Jeremy B
Region Manager
“Intelocate allows us to quickly and accurately submit issue tickets and has greatly reduced issue resolution time, leading to an increase in employee satisfaction as they can quickly see the status of reported issues.”
Drew D
District Manager
“Intelocate has reduced the time spent dealing with issue resolution across the business. As a result, we have learnt about new issues as users feel more confident (and it takes less time) to log other issues as they come up.”
Rupert B
Central Operations Manager
“As the majority of our employees work the retail sales floor, being able to review all outstanding issues in one single place is vital to completing tasks on time so those of us in the Corporate Office can get the responses and feedback we need.”
Jennifer D
Director of Sales Execution
“Intelocate is a partner that we can rely on to help us reduce complexity, get issues resolved, and tasks completed. Since integrating the platform, we’ve seen major benefits across the entire organization.”
Jason B
Chief Operating Officer
“This incredible tool has helped our organization increase productivity and maximize time management across our entire company. We love it, and would recommend it for any business!”
Attique R
Director of Operations
“Intelocate has helped us to streamline communications with stores for supply order requests, maintenance requests, and much more. It has greatly reduced requests through email, which was our primary objective.”
Danielle L
Project Lead, Operations
“Intelocate has worked well for us, allowing automation of planned preventative maintenance and statutory legal H&S checks in our stores. The mobile application allows us to view data on the go and has been a game changer for regional managers“
Paul M
Health & Safety Manager
“Intelocate is a critical platform for our Operations Department. Once issues are logged we allocate to the relevant team for resolution within our agreed deadlines. Our experience with Intelocate has been great, and one that we are very happy with.”
Stephen N
Operations Support Manager
“Intelocate makes it simple to navigate, sort, assign and execute follow-up on a variety of tasks and/or issues. It has helped me to better manage cumbersome tasks and issues that would otherwise be flooding my e-mail inbox, or having me bombarded with texts and calls.”
Jeremy B
Region Manager
“Intelocate allows us to quickly and accurately submit issue tickets and has greatly reduced issue resolution time, leading to an increase in employee satisfaction as they can quickly see the status of reported issues.”
Drew D
District Manager
“Intelocate has reduced the time spent dealing with issue resolution across the business. As a result, we have learnt about new issues as users feel more confident (and it takes less time) to log other issues as they come up.”
Rupert B
Central Operations Manager