How Xcential Onboards New Clients and Brings Them To Success Quickly
Grant Vergottini
Author
Objectives and a few terms upfront
Lesson 1 of 2 within section Objectives and a few terms upfront.
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Lesson 2 of 2 within section Objectives and a few terms upfront.
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Laying the foundation
Lesson 1 of 4 within section Laying the foundation.
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Understanding the customer’s processes: Work procedures
Lesson 2 of 4 within section Laying the foundation.
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Understanding the customer’s processes: Document structure
Lesson 3 of 4 within section Laying the foundation.
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Implementing LegisPro – Overview and meet the team
Lesson 4 of 4 within section Laying the foundation.
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Configuration and customization
Steps 1-4: Analysis and design
Lesson 1 of 4 within section Configuration and customization.
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Steps 5-10: Initial implementation
Lesson 2 of 4 within section Configuration and customization.
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Steps 11-14: Publishing and conversion
Lesson 3 of 4 within section Configuration and customization.
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Lesson 4 of 4 within section Configuration and customization.
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