Onboarding Process

At Union Impact, we understand the significance of having a system that is fully tailored to your union’s specific needs and processes. To achieve this goal, we propose conducting an extensive discovery process that will allow our team to gain a deep understanding of your union’s requirements. This discovery process can be performed on-site, where our team will observe your union’s processes and requirements in person, or through web meetings/screen sharing, which will allow us to gather all necessary information without the need for on-site visits.

Once the discovery process is complete, we will create a detailed visual walkthrough of your new system, including all customization costs and a timeline for implementation. Our team will oversee every aspect of the implementation process, from training and implementation to ongoing adjustments, to ensure that the system is customized to meet your union’s needs perfectly.

During the development phase, we will provide progress report milestones for your staff to validate the customizations and confirm that they are functioning as intended. After the customizations are completed, we will import your existing data into the new system, and your staff will have the opportunity to validate the migrated information and set user permissions.

We understand that transitioning to a new system can be a daunting process, so we will schedule online user trainings and specify a go-live date to ensure a smooth transition. We will not charge any monthly fees until the system is ready for use, and we will be available to provide additional support and make any necessary adjustments to the system after it goes live.

At Union Impact, our mission is to provide a smooth and seamless transition to a system that is perfectly tailored to meet the unique needs and processes of your union. We are dedicated to ensuring that your union has the tools it needs to operate effectively and efficiently, and we are committed to providing the highest level of support throughout the entire process.

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