Implementation process

When you choose Coachview, you’re not just buying software. You’re starting an optimization process for your entire back office with us. We map out your unique processes and make sure Coachview integrates seamlessly with them.

We’ll walk you through these steps

Project Planning
Map processes
out
Set up your workflow
Mic check, mic check?
Go live!

Plan the implementation project

It’s a done deal—you’re getting started with Coachview. At the start of the implementation, we’ll make sure we put together a solid timeline, so you can go live as quickly and smoothly as possible.
We’ll handle a big part for you, but you can already get started yourself too!

1
Project handover
We’ll assign a consultant who’s the best match for your organization. Once that’s decided, the consultant will contact you.
2
Initial contact
During the first call, you’ll schedule the first project meetings. Nice—now the implementation really starts.
3
Project handover
Want to get a head start? Think about what you expect from the implementation process. Prepare the questions you want to ask in advance. You can also start our e-learnings and fill in the intake questionnaire you’ll receive.

Map out your unique workflows

Before we start setting things up, we need to know exactly how your workflows run. Do we have this clear?
Then setting up and working with Coachview becomes a whole lot easier!

4
Start preparing
Have you already completed our e-learning modules? Then you know the basics of using Coachview, and it’s much easier to map your processes properly in Coachview.
5
Review processes
Here you’ll think through your day-to-day workflows. From enrolment to sending certificates. Where, when, and what? You can easily answer these questions with our workflow template.
6
The Kickoff
Here we’ll go through every part of the implementation. What’s your workflow? What does your IT landscape look like? Do we need to import data or integrate with other systems? We’ll get to know your organization end-to-end, so we can implement it in the best possible way.

Your workflow in Coachview

Are all your processes clearly documented? Great—then we’ll start with the initial setup.
Automated actions, courses, and other data will be ready by the end.

7
Setting up the foundation
Use our templates to set up a solid foundation super fast. You can easily tailor it to your needs. You’ll also add your most important components. Want to use our standard setup and go live quickly? Then our Fastlane is a great option!
8
Setting up special cases
Every training provider is unique. You might do things just a bit differently than someone else—and Coachview is designed for that. While you’re implementing, you’ll also handle special cases in Coachview. Of course, we’ll guide you along the way.
9
Hooray! The first version
Once all your workflows are in Coachview, you’ve got an initial setup. We test this thoroughly before we import your data. That way, we know everything’s rock-solid. Time to import!

Check, check? Time to go live!

We’ll be testing throughout the whole implementation journey. Before we go live, we test all workflows one more time from start to finish.
Does everything look good? Then we go live!

10
The final check
Before we really go live, we’ll test all workflows from start to finish. Are enrollments coming in? Are emails and automated actions being carried out correctly? Do integrations work?
11
Ready for take-off
Is everything working as expected? Then let’s press the Go Live button! This clears out the test data, so you’ll start with a clean Coachview environment.
12
Time to celebrate!
Your Coachview workspace is live! Of course we’ve got to celebrate. We’ll take care of the surprise 😉

More than just administration software

Support & knowledge base

Once you’re up and running, things can go wrong—you might forget something or make a small mistake in our Training management software. Our friendly support team is here for you free of charge, and you can reach us by phone, chat, and email. Prefer to look for a solution yourself? Then dive into our huge knowledge base.

View the Knowledge base
Training courses and workshops

Did the implementation succeed? Great! But that’s really when it begins. Optimize every day, add more automation, or boost your service level. We’ll help you with that too—with training courses and workshops at every level.

View training courses
Service contracts

With a Coachview service contract, we’ll work with you to make sure your Coachview environment is set up as well as possible, you stay fully updated, and you keep saving more and more time!

View service contracts