Before you start gathering data or making decisions on how the platform should be configured, it can be really helpful to gain an understanding of the terminology and concepts of the software as this can have an impact on how you decide to structure your data and configure the platform.
To make the process as smooth as possible, we also strongly advised to map your current processes.
Having a strong understanding as to how your current processes work can help save you loads of time during the implementation and also gives your Implementation manager a solid platform in which to build and configure your platform.
Click here to the Help Guide page related to Process Mapping
Click here to view the Help Guide page related to Terminology & Concepts
Click here to view the Help Guide page related to Getting Started