KIGO ONBOARDING JOURNEY - CORE APPLICATION · 2020-05-26 · Client Responsibility • Has begun...

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C O N T R A C T E X E C U T E D ! S T A R T BETWEEN CALLS Client Responsibility • Complete assigned tasks by Kigo IC • Attend Kigo University trainings assigned by IC GETTING STARTED MEETING • Review onboarding process and timelines • Assign responsibilities • Align on expectations Client Responsibility • Send main points of contact to Kigo IC • Discuss selected channel partners and payment gateway Kigo Implementation Consultant • Establish objectives and timelines • Review data migration process • Set up basic Kigo solution with default settings • Create objectives for Onboarding Call #1 and define action items prior to next call BETWEEN CALLS Client Responsibility • Complete assigned tasks by Kigo IC • Prepare list of questions from previous steps • Attend Kigo University trainings assigned by IC ONBOARDING CALL #2 • Implementation QA Data quality score | Test payment gateway sync • Training Session #2: 1. Document templates & triggers 2. Commissions 3. Reports Review Channel Partner connection process Kigo Implementation Consultant • Create objectives and define action items prior to next call • Activate Kigo Operation Management (KOM) account (Plan 3+) ACCOUNT ACTIVATION REVIEW • Ensure all inquiries and bookings are flowing in from selected channel partners • Validation of KOM implementation • Push website live • Discuss pathway to healthy status © 2017 RealPage, Inc. All rights reserved. Kigo and RealPage and associated logos are registered trademarks of RealPage, Inc. or its affiliates. All other trademarks and registered trademarks are property of their respective owners. BETWEEN CALLS Client Responsibility • Prepare material for Channel partner integrations • Set up KOM (i/a) • Set up website (i/a) ONBOARDING COMPLETE! 1 2 11 10 7 CONNECTIONS (ALL PLANS) & KOM (PLAN 3+) • Channel partners integrations • KOM training & adoption (Plan 3+, i/a) • Website implementation (i/a) Kigo Implementation Consultant • Create objectives and define action items prior to next call 8 9 6 5 4 3 IMPLEMENT VALUE ADDED SERVICES (VAS) KIGO ONBOARDING JOURNEY - CORE APPLICATION *Only available to specific clients PATHWAY TO HEALTHY STATUS • Review any open onboarding related support cases prior to hand off • Transition partnership and review communication pathways to Kigo Care and/or Account Manager * • Support team available 24/5 ONBOARDING CALL #1 • Data review Data migration success | App Setup | Properties & rates • Training session: 1. Booking Engine 2. Solution 3. Users 4. Booking Management Client Responsibility • Has begun process to connect to Payment Gateway Kigo Implementation Consultant • Confirm data migration success • Overview of set up options within the app • Properties and rates overview • Create objectives for Onboarding Call #2 and define action items prior to next call ONBOARDING BEGINS • Receive and review welcome email • Attend a scheduled Getting Started Meeting with Kigo implementation consultant (IC) BETWEEN CALLS Client Responsibility Complete assigned tasks by Kigo IC • Attend Kigo University trainings assigned by IC

Transcript of KIGO ONBOARDING JOURNEY - CORE APPLICATION · 2020-05-26 · Client Responsibility • Has begun...

Page 1: KIGO ONBOARDING JOURNEY - CORE APPLICATION · 2020-05-26 · Client Responsibility • Has begun process to connect to Payment Gateway Kigo Implementation Consultant • Confirm data

Implementation Consultant Introduces Kigo ClientSuccess Manager does o�cial intro presentation

CO

NTRACT EXECUTED

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START

BETWEEN CALLS

Client Responsibility• Complete assigned tasks by Kigo IC • Attend Kigo University trainings assigned by IC

GETTING STARTED MEETING• Review onboarding process and timelines• Assign responsibilities• Align on expectations

Client Responsibility • Send main points of contact to Kigo IC• Discuss selected channel partners and payment gateway

Kigo Implementation Consultant• Establish objectives and timelines• Review data migration process• Set up basic Kigo solution with default settings• Create objectives for Onboarding Call #1 and define action items prior to next call

BETWEEN CALLS

Client Responsibility• Complete assigned tasks by Kigo IC • Prepare list of questions from previous steps • Attend Kigo University trainings assigned by IC

ONBOARDING CALL #2• Implementation QA Data quality score | Test payment gateway sync• Training Session #2: 1. Document templates & triggers 2. Commissions 3. ReportsReview Channel Partner connection process

Kigo Implementation Consultant • Create objectives and define action items prior to next call• Activate Kigo Operation Management (KOM) account (Plan 3+)

ACCOUNT ACTIVATION REVIEW• Ensure all inquiries and bookings are flowing in from selected channel partners• Validation of KOM implementation• Push website live• Discuss pathway to healthy status

© 2017 RealPage, Inc. All rights reserved. Kigo and RealPage and associated logos are registered trademarks of RealPage, Inc. or its a�liates. All other trademarks and registered trademarks are property of their respective owners.

BETWEEN CALLS

Client Responsibility• Prepare material for Channel partner integrations• Set up KOM (i/a)• Set up website (i/a)

ONBOARDINGCOMPLETE!

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CONNECTIONS (ALL PLANS) &KOM (PLAN 3+) • Channel partners integrations • KOM training & adoption (Plan 3+, i/a)• Website implementation (i/a)

Kigo Implementation Consultant • Create objectives and define action items prior to next call

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IMPLEMENT VALUE ADDED

SERVICES (VAS)

KIGO ONBOARDING JOURNEY- CORE APPLICATION

*Only available to specific clients

PATHWAY TO HEALTHY STATUS• Review any open onboarding related support cases prior to hand off• Transition partnership and review communication pathways to Kigo Care and/or Account Manager * • Support team available 24/5

ONBOARDING CALL #1• Data review Data migration success | App Setup | Properties & rates• Training session: 1. Booking Engine 2. Solution 3. Users 4. Booking Management

Client Responsibility• Has begun process to connect to Payment Gateway

Kigo Implementation Consultant • Confirm data migration success • Overview of set up options within the app • Properties and rates overview• Create objectives for Onboarding Call #2 and define action items prior to next call

ONBOARDING BEGINS• Receive and review welcome email• Attend a scheduled Getting Started Meeting with Kigo implementation consultant (IC)

BETWEEN CALLS Client Responsibility • Complete assigned tasks by Kigo IC• Attend Kigo University trainings assigned by IC