Embed phase

Embed phase

Equip your colleagues to use your new platform

  • Embed is the final stage of your onboarding/setup process

  • It covers the training we (or you) provide to familiarise your team with all the ways they’ll be using your new system

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What’s included in the Embed phase?

Element

Description

Element

Description

User Acceptance Testing (UAT)

  • It’s great to invite a handful of your users to test and essentially, try and ‘break’ the platform.

  • This can surface small amends e.g. to wording of questions in forms that are straightforward to adjust.

  • User Acceptance Testing can alternatively take place during the Build phase.

Crib Sheet(s)

  • This is a document that explains how each of your User Groups will use your platform to achieve the typical tasks they’ll be using it for

  • The Crib Sheet forms the basis for what’s covered in the training sessions

Training Plan

  • Decide the who, when and where of training delivery.

  • We recommend having shorter focused training sessions that are designed for a single User Group so that your colleagues don’t spend time learning about use cases that aren’t relevant to them

Training

  • We can deliver training sessions remotely or in-person.

  • We can also work with you in a train-the-trainer capacity so you can deliver training to your teams.

Go-Live!

  • This is the date that your team(s) officially start using Makerble

Get started with the Embed phase

Onboarding phases