Onboarding

ExpensePoint provides structured onboarding assistance tailored to client needs, ensuring a smooth setup and adoption of the platform. Standard clients receive up to 14 days of onboarding support, while clients with complex business structures are provided up to 30 days.

This comprehensive process provides clear instructions and resources to help users set up profiles, configure preferences, and begin managing expenses efficiently. By offering intuitive guidance, the onboarding process aims to minimize the learning curve and maximize user engagement, enabling individuals and organizations to harness the full potential of the system.

This onboarding experience is a vital part of our commitment to customer success. It ensures that users quickly adapt to the platform and begin utilizing its features effectively. It empowers users to seamlessly integrate ExpensePoint into their workflows, enabling them to fully leverage the expense management tools and maximize their operational efficiency.

The onboarding process includes several key phases:

• Kickoff Meeting: Gathering essential information via a setup form to initiate account setup.

• Integrations: Setting up credit card integrations for seamless expense tracking.

• Targeted Training: Admin, Delivery, and User training to ensure everyone is comfortable using the platform.

Key Forms and Checklists:

• Setup Form

• Test Checklist

• Final Checklist

A typical onboarding roadmap follows these steps:

1. KickOff (KickOff Meeting → Customer SUF Completion → Account Setup)

   1. Present Onboarding Roadmap

   2. Present Setup Form (SUF)

   3. Confirm Account Information

   4. Book SUF Completion Meeting

   5. Book Date and Delivery Meeting

2. Delivery (Delivery Meeting → Admin Training → Account Testing)

   1. Review Account Credentials

   2. Implement Account Presentation

   3. First Admin Training Session

   4. Set up Supplementary Billing (if required)

   5. Account Testing

3. Conclusion (User Training → Conclusion Meeting → CSTAT)

   1. Onboarding Checklist Review

   2. Onboarding Checklist Sign-Off

   3. Introduction to Customer Service

   4. Customer Satisfaction Survey

Through this detailed and phased approach, ExpensePoint ensures clients receive personalized guidance and training to confidently use the platform from day one.

Customer assistance is central to our system, providing users with comprehensive support and guidance throughout their journey.

Learn more about ExpensePoint Customer Support in this article.