How does onboarding work? What do you need to know?

Introducing a new business system isn't just a technical task: it's also about aligning processes, data and people. Logzi is cloud-based, so you can get started quickly with nothing to install – the steps below will help you make the transition clear and smooth.

1. Trial and registration

The first step is getting to know the system. With the free 3-day demo license you can try out the features that matter to you, and after you register, a dedicated, isolated cloud instance is set up for your company. It's worth gathering at this stage which processes you want to run in the system: invoicing, inventory management, orders, sales, or a combination of these.

2. Basic settings

Before going live, fill in your company details, add your colleagues and their permissions, and set up the data needed for invoicing and documents, as well as any connected external services. You'll find a step-by-step guide for every module in the documentation – see our article on the documentation.

3. Loading data

Clean, verified master data is the foundation of a successful rollout. You can load customer, supplier and product data by import, and our experts can also help you prepare, format and upload the data. If you're moving from a previous system, you can also use our data cleansing and migration consulting so that you start in the new system with validated data.

• Upload the master data first: partners, products, warehouses.
• Check the loaded data with a few samples before uploading further records.
• Keep the original data source until you're sure the transfer was accurate.

4. Training

The system delivers real value when your colleagues use it with confidence. The automated Logzi Academy training and exam system is part of every subscription, and you can also choose online training and an on-site process audit service. You can find the training options on the Pricing page.

5. Trial run and going live

1. Test the whole process with a few real examples: goods receipt, ordering, invoicing.
2. Decide on the changeover date, for example the start of a month or quarter, so that your data stays consistent.
3. Appoint a person responsible for collecting and coordinating internal questions.
4. In the first few days after going live, pay extra attention to feedback.

Tips for a successful rollout

• Don't try to introduce everything at once: start with the most important processes and expand gradually.
• Involve your everyday users from the start, as they know the practical needs best.
• Create simple internal rules for data entry so your data stays consistent.
• Review the changelog regularly to take advantage of new features.

If you'd like to discuss your onboarding plan, get in touch via our contact page: we'd be glad to help.