Phase 6: Ops Onboarding to Adoption

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Phase 6 focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up-to-date with new releases and trainings on new features.

Phase Goals

  • Understand how to self-audit your database

  • Understand how to use Support Center and Ticketing system

  • Timeline: 1 week

What to prepare for next?

Additional Resources