OnBoarding Timeline

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Ticket Request (Multi-site Licence)

Ticket Closed

Assigned to Support

Confirms back to client the process is complete and closes ticket.

Logs into CV under the new SI's account to confirm they can see the hardware key / associated licence.

Adds Second SI to Hardware Key in CV (process to be determined)

Assigns to themself

Next Available person from Optergy Support checks ticket, confirms Multisite and that Sales have approved.

Assigned to Imtee

Once determine: >if No Close Ticket >if Yes unassign yourself from Ticket to place ticket back into Unassigned Queue for next available support member to pick up.

Sales to contact customer and determine if Multisite is required or not.

Unassigned Ticket

Next Available person from Optergy Support checks ticket, confirms Multisite, tags relevant Sales person

Carpark - Other Items

Marketing Plan - for SI's

Review - Assisting Sales prior to Week-0 provides Support valuable insight into that process

Consider review meeting / metrics around MAILing list

Mailing List

Determine if Salesforce can build calendar entries for the onboarding process

OnBoarding Timeline

Week-8 (Scheduled Week-B)

8.1 Support - Virtual Session 3 -Specifically large deployment solutions -Best Engineering Practices -Quick/Efficient Deployment -OE Specific Setup and Items / VM -Informal Q&A Conversations -Reminder to join technical sessions

Week-6/8/10/12**

A2.1 - Support - Phone-call to schedule Week-A In-Person Project Deployment Training. A2.2 - Support - Change frequency of phonecall catchups based on customer needs.

Week-6 (Scheduled Week-A)

-- ONBOARDING PROCESS COMPLETED (SMALL SI'S) --

6.1 Support - In-Person Project Deployment Training !!Touchpoint!! -Shown exactly how to build the system there deploying -Assist in coding -Real Life Scenario -Roughly 1 day, could be spilt across 2 days

-- WEEK 6 IS SCHEDULED FOR FUTURE AS "WEEK-B" IF SI DETERMINED TO NOT HAVE A VIABLE PROJECT READY BY WEEK-6 --

Week-5

5.3 Support - Week-6 In-Person Planning -Understand Client Requirements

5.2 Support - Virtual Technical Session 2 !!Touchpoint!! -Run the Lesson Plan -Q&A with SI Staff -Informal Chat around additional

5.1 AUTO - MON/WED/FRI Scheduled AUTO EMAILS

Week-4

4.3 Support - Week-5 Session Planning -Determine if an existing lesson plan suits the client -Create new basic lesson plan if nothing suits

4.2 Support - Virtual Technical Session 1 !!Touchpoint!! -Run the Lesson Plan -Q&A with SI Staff -Informal Chat around additional

4.1 AUTO - MON/WED/FRI Scheduled AUTO EMAILS

Week-3

3.2 Support - Week-4 Session Planning -Determine if an existing lesson plan suits the client -Create new basic lesson plan if nothing suits

3.2 Support - Google Meets Call !!Touchpoint!! -What sort of stuff do they do -Prior experience level -Plan next steps -Plan required training -Schedule 1-1 Technical Session

3.1 AUTO - MON/WED/FRI Scheduled AUTO EMAILS

Week-2

2.2 Support Initial Mobile Phone Contact -Introduction to Support person whose going to lead the onboarding process. -Setup a Meets for sometime in Week-3 -Discussion the onboarding with the client -Determine if client's Week 6 should be planned for future or ran as immediate Week-6.

2.1 AUTO - MON/WED/FRI Scheduled AUTO EMAILS

Week-1

1.1 AUTO - MON/WED/FRI Scheduled AUTO EMAILS

Week-0

0.7 Marketing - Setup the mailer for SI

0.6 Supporting - Create a Onboarding Opportunity within Salesforce and follow Salesforce process.

0.5 Sales/Support - Sales to Support SI Handover Meeting to discuss client requirements

0.4 Oberix - Accounts raise the customer in Pronto

0.3 Sales - Add Admin User to portal.optergy.com

0.2 Sales - Provides a "New SI Email" (Optergy Sales, Optergy Support, Oberix Accounts, Oberix Marketing, Trevor)

0.1 Sales - Complete Signup Documentation *Including Salesforce data is updated throughout Opportunity process and contains valuable information on potential SIs.