Onboarding Process
Everything You Need to Know Before We Get Started
At Union Impact, we understand that every union is unique. That’s why our onboarding process is built around your specific operational needs. We begin with an in-depth discovery phase to fully understand your workflows, goals, and current systems. This can be conducted either on-site for a more immersive experience or remotely via secure web meetings and screen sharing.
Onboarding FAQ
Find answers to common questions during onboarding.
Onboarding typically takes just a few days to a few weeks, depending on the level of customization. After discovery, we deliver a detailed walkthrough, followed by phased implementation, data import, and training—all carefully managed to keep you on schedule.
We offer tailored onboarding sessions, guided training webinars, and ongoing support via phone and email. Users also gain access to our searchable knowledge base and on-demand video tutorials.
Yes. Our team will assist with smooth data migration and can integrate with legacy or third-party systems to preserve operational continuity.
Yes! Our team will work with your staff to ensure that the system is a perfect fit for the needs of your union. Additional customizations can also be made to the system after the system is implemented.
Absolutely. From dues structures to communication workflows, we configure the platform to reflect how your union operates. You can also define custom fields and build tailored reports.
Security is our top priority. We use industry-standard encryption, secure servers, and regular data audits. Our platform complies with GDPR and other privacy regulations to protect your data.
Moving forward...
Once discovery is complete, we present a detailed visual walkthrough of your tailored system configuration, outlining all customization options, associated costs, and an implementation timeline. From that point on, our team manages the entire implementation process—including training, ongoing adjustments, and final deployment.
Development & Validation
During development, we schedule milestone-based progress reviews to ensure each customization works as intended. We then perform data import and validation, giving your team the opportunity to review your data, set up user permissions, and test features.
Training & Go-Live
We make the transition smooth with online training sessions and user onboarding support. You won’t be charged any monthly fees until your system is fully live. Post-launch, our support team remains available to help with refinements and guidance to ensure your success.
How customizable is Union Impact?
Union Impact is highly configurable. You can:
Create custom reports and dashboards
Add your union’s branding
Set permissions by user role
Tailor modules to your specific needs
⚙️ We work with each organization during onboarding to match your workflows.
Ready to Get Started?
Let Union Impact make your transition smooth, strategic, and successful. Schedule your onboarding consultation today.
📞 Call us: +1-877-705-4321
🗓️ Or Schedule a Free Demo to see Union Impact in action.
