Spaces
Apps
Templates
Create
Makerble User Guide
All content
Space settings
Shortcuts
How-to articles
How-to articles
This trigger is hidden
Content
Results will update as you type.
Spaces
CRM | Manage your contacts
Activity | Organise your activities
Impact | Monitor, evaluate and report your impact
Surveys | Discover insights you never had time to find
Inspiration | Upskill your workforce
Connections | use your data wherever you are
Setup & Admin | Get Started
Onboarding
•
Quick Start | 60 Minute Setup
Express Setup - using the Get Started app
Onboarding Kit | for a thorough setup process
An overview of your onboarding process
Design - let's imagine how your platform's going to work
•
Design your Rollout Plan
Design your Participant Journeys
Design the Format per Form
Design your hierarchy of projects and albums
Design the Platform Outline
Design your impact reporting
Team-led Setup
•
Step 1. Logistics
•
Step 2. CORE CONCEPTS
•
Step 3. Projects
•
4. Participant Journeys
•
5. Clarification of Participant Journeys
•
6. Consolidate the forms
•
6. Design the survey personalisation
•
8 Design the outcomes
•
9 Reporting requirements
•
10 Consolidate the reporting requirements
•
11 Draft the workflows
•
12 Build the workflows
•
13. 1st Build Preview
•
14. Amend the Build
•
15. 2nd Build Preview
•
16. Additional reporting requirements
•
17. User Acceptnce Testing (UAT)
•
18. Consolidate the UAT feedback (User acceptance testing)
19 UAT Feedback Debrief
Design the Workflows per User Group
•
Platform Builder's Playbook
Import phase
Embed phase
Colleagues
Billing
Fields
Organisations
•
Grow | facilitated Learning Workshops to reflect on and improve your impact
Support & Me | How your account works
•
All Articles
Apps
draw.io Diagrams
Makerble User Guide
/
/
Design - let's imagine how your platform's going to work
/
Team-led Setup
Summarize
Team-led Setup
Matt Kepple
Owned by
Matt Kepple
Last updated:
Mar 27, 2024
1 min read
Loading data...
{"serverDuration": 49, "requestCorrelationId": "b2826ee7aff0447e8c496e0d9ca89d41"}
Matt Kepple