KDAPS On Boarding

1. Contract is signed. Now what?

2. Kick off call

3. Basic training call

4. Rules training call

5. Live Training

6. Responsive user notifications

7. Client set-up in TEST

7.1. TEST environment

7.1.1. A responsive boarding tutorial

7.1.2. A client management system

7.1.2.1. Synchronized with system of record

7.1.3. Automation

7.1.4. Data replicable to PROD

8. Soft handoff to CS

8.1. Automated via a system of record

9. Welcome Letter

9.1. Automated via system of record

10. Client Login and User Setup in TEST

10.1. User permissions and roles established

10.2. A responsive boarding tutorial

10.3. A knowledge base accessible from TEST

11. Practice Transactions and Certification Request

11.1. Automation via a system of record

12. Client set up in PROD

12.1. PROD environment

12.1.1. Responsive user notifications

12.1.2. Synchronized with TEST

12.1.3. Responsive messaging mechanism