Below is a customer-facing action plan that outlines the steps from discovery to launch. While this plan provides a best-practice framework, it should be tailored to fit your specific processes.
A quick 30-minute meeting to gain a high-level understanding of the challenges and needs of (company name) and an introduction to Daktela UK.
This will include how Daktela can address your challenges and needs.
Once you’ve had the chance to share your bespoke presentation, we will arrange a meeting to gain your feedback. We welcome the opportunity to meet any key stakeholders involved in the project to review the system one on one.
Daktela to share a proposal and outline all deliverables and commercials.
(company contact) approves the proposal, providing Daktela with approval that (Company name) would like to proceed with the partnership.
Daktela sends (company contact) the contract.
Legal Review of the contract if required, (company contact) to organise for the (Company name) legal team to review the partnership agreement and provide feedback.
(company contact) approves the proposal, providing Daktela with approval that (Company name) would like to proceed with the partnership.
(company contact) or another stakeholder organises for the agreement to be signed.
Daktela signs the agreement.
(company contact) and key stakeholders attend a 2-hour alignment meeting where they will meet their Account Manager and Project Manager along with other key Daktela stakeholders, with a view for contract signature to be completed prior to this date.
Here we will introduce and walk through Daktela’s Application Discovery and identify any additional requirements where a scope of works may be required.
Identify the (Company name) stakeholders who need to be involved.
Set planned dates for each phase of the build.
Advanced scope of the current solution and tech stack settings.
Advanced scope of your users, including processes, daily tasks, and goals.
PHASE 2: SET UP
Creation of a data-driven bespoke solution aligned to (Company name)’s unique needs.
The system is put in place for the launch, including implementing and configuring system objects and installing any hardware such as desk phones.
PHASE 3: TRAINING
Daktela introduces the solution to (Company name)’s stakeholders for technical and project management, including training.
PHASE 4: TESTING
Daktela makes any final minor adjustments following (Company name)’s feedback and conducts final thorough checks.
PHASE 5: HANDOVER & ONGOING TEAM TRAINING
(Company name) receives their completed solution. During this phase, you will receive any further supporting documentation.
Daktela offers different training paths to accommodate your preferences, ranging from free spot-learning with our Daktela Academy to lab-intensive hands-on deep dives.
PHASE 6: GO LIVE
Daktela goes live within (Company name). The Daktela team is by your side to ensure a seamless deployment.
(Company name) brings all their communication into one channel to improve customer and employee satisfaction!
SECTION 3: ONGOING SUPPORT
7 days after Go Live, your first account meeting takes place and future meetings are scheduled.
Use our very own Daktela AI Knowledge Bot, tailored specifically for our documentation. Our powerful tool has learned all our FAQs and documents, so the (Company name) teams can ask specific questions and it will provide accurate answers and links to relevant information and user guides.
Refresh skills and reinforce best practices with the Daktela Training Academy—accessed from within your Daktela solution or on our UK YouTube Channel.
Stay up to date with our latest news and product updates. Our monthly newsletter provides continued education and tips for your business.
Our friendly UK support team is on hand with training, advice, or help.
Any suggestions for features or improvements? Just let us know. You can also keep up to date with our upcoming product features and considerations by following our Product Roadmap.