EasySend Onboarding Overview

EasySend Onboarding Overview

This article contains everything you need to know to ensure a smooth, successful implementation. We’re excited to begin your onboarding journey with EasySend.

Our goal is to make the process clear, structured, and fully aligned with your team so you can move to value as quickly as possible. Below is an overview of what to expect throughout the onboarding stages, along with the responsibilities that help ensure a smooth and successful implementation.

Onboarding Stages

The following sections describe EasySend's onboarding stages.

Kick-off Meeting

A short, collaborative session to align on goals, timelines, and success criteria so we start on the same page.

Specification Meeting

A focused deep dive where we map your process, clarify requirements, and define exactly what will be built.

Implementation

Implementation of digital process/es with or without integration, as specified in the order form under the onboarding description.

Handover to customer for testing*

Guided transition to testing phase. The implementor will conduct a session with the customer to walk through the developed process, provide guidance on high-priority test scenarios, and share important recommendations**.

Two rounds of fixes

 Up to two (2) customer QA cycles for processes before go-live. This relates only to gaps identified between the specification and the implementation and does not include new requests.

Go-live readiness

 Up to two weeks of configuration and testing on customer production environments, including a stability phase.

Transition to Support

 Handover to the EasySend Support Team for ongoing assistance and incident resolution.

Platform Enablement

• Online self-serve training via EasySend Academy
• Platform walkthrough: Two hours of platform orientation for designated admins and users

Customer Responsibilities for Successful Onboarding

To ensure efficient delivery and successful completion of onboarding deliverables, the customer commits to providing the following within agreed timelines:

Business Requirements

• Detailed business requirement document including:
  • Process description and objectives
  • Involved roles and responsibilities; user roles and permissions matrix
  • Common business scenarios and exception handling
• Process Flow:

Clear business logic diagram or flowchart

• Forms and Documents:

Final versions of all PDF forms and documents required for digital processes

• Communications:

Final versions of all messages to be sent to process participants

Brand Assets

• Brand Guidelines:

Brand book or written approval to use colors and imagery from the customer’s website

• Visual Assets:

Logo files in required formats and approved fonts for digital processes

Conclusion 

We’re here to support you every step of the way. If anything feels unclear or you need help at any point, our team is always available. We look forward to building great digital experiences together.