This article outlines the standard 12-week enterprise onboarding process for new OPS-COM clients. It provides an overview of the project phases, from initial discovery through to the final live launch, ensuring administrators understand their responsibilities during the rollout.
### Project Phases Overview The onboarding journey is structured into five distinct phases designed to ensure a smooth and successful system deployment. #### Phase 1: Learning the Basics (Estimated: 2 Weeks) Following the receipt of your signed contract, an OPS-COM representative will initiate the project with a discovery call. This meeting is crucial for aligning expectations and defining project scope. - Participate in a project kick-off meeting via Google Meet. - Identify and invite relevant team members to discovery sessions. - Review the roles and responsibilities of the OPS-COM team and your organization. - Receive your system site setup and login credentials via email.Billing commences immediately upon site creation. All clients are provided with net 30 payment terms.
#### Phase 2: Standard Component Assembly (Estimated: 2 Weeks) This phase focuses on the technical and financial foundation of your installation. Your **Account Executive** and **Trainer** will guide you through these core configurations: - Configure **Admin** and **Client Domains**. - Determine access requirements for the system. - Establish your **Roles and Permissions**. - Create **Administrator Accounts**. #### Phase 3: Tailored Configuration (Estimated: 3-4 Weeks) In this phase, the focus shifts to tailoring the system to your specific operational needs, including any custom development or data imports. - Configure **Admin Options**, **Lots**, **Permit Options**, and **Violation Options**. - Set up **System Messaging** and **User Portal** templates. - Customize **Email Templates**. - Place orders for necessary **Violation** stock.During this phase, you will be introduced to the self-guided training agenda. Use this opportunity to explore your **Preview System** to gain familiarity with the platform's functionality.
#### Phase 4: Final Testing (Estimated: 2-3 Weeks) This is the final testing phase designed to identify any operational needs or system bugs before the public launch. - Collaborate with your **Training** representative to ensure full system comprehension. - Attend scheduled live training sessions to walk through key system modules. - Conduct comprehensive testing of all installation functionalities. #### Phase 5: Go Live (Estimated: 1 Day) Once all requirements are met and testing is complete, the final launch occurs. - Complete all remaining custom requirements. - Verify system readiness with your project team. - Launch your live site for public use. This is what a 12 Week Enterprise Onboarding schedule looks like. [](https://opscom.wiki/uploads/images/gallery/2026-03/12-week-deployment-rfp.png) --- ### Best Practices and Considerations - **Team Involvement**: Ensure the appropriate stakeholders from your organization are involved early in the discovery phase to clarify business processes and expectations. - **Production vs. Preview**: While you should use your **Preview System** to test and learn, ensure all final configurations are applied directly to your **Production** environment. - **Active Participation**: The onboarding process is a collaborative effort. **Maximize the value of your training sessions by preparing specific questions about your organization's unique operational workflows.**