You know it’s time for a change, and you’ve found Corfix. But what happens now?
First, you’ll be assigned a dedicated account manager who will get to know your business and your needs, and help you transition to Corfix. Our customer success team has tons of experience migrating customers from existing legacy software including eCompliance and Procore, as well as working with businesses starting from pen and paper processes.
What happens next will be determined by your current solution and the processes you want to cover with Corfix. Read on to learn more about our process and how we help you implement the best solution for your business.
Jump ahead to Implementation from Pen & Paper.
Transitioning to Corfix from Existing Software
We have helped hundreds of businesses migrate their existing solutions (in-house Frankensolutions, spreadsheets, third party trackers, or other software). Our team makes sure the onboarding process works for you and your team, including your timelines. For instance, we helped one client move their team of 100 field workers from Procore onto Corfix within a 48 hour intensive onboarding. With another client, there was less urgency, and we managed to migrate and fully train 700 field workers over a four month period.
Our tiered roll out process breaks the transition and training into bite-sized pieces, including stages of importing data from your old software and configuring it to your Corfix account. We also have an extensive knowledge base filled with hundreds of articles, including easy guides to importing existing worker and project lists and data.
1. Assessment and Planning
- Identify the specific documents and data that need to be transitioned from the old system to the new one.
- Corfix will provide you with a transition plan with clear goals, timelines, and responsibilities assigned to team members.
2. The Export Phase
- Export data from the old software system in a format that is compatible with the new software (it’s usually .CSV but we’ll figure that out together)
- Cleanse and organize the data to ensure accuracy and consistency. It’s a pretty good time to do a little spring cleaning – get rid of old or obsolete files
- Import the data into the new software system, following the guidelines and procedures outlined in your initial Corfix onboarding session.
3. Configuration and Customization
- Configure your shiny new Corfix environment according to your organization’s workflows, document categorization, access permissions, and other requirements.
- Customize the user interface, dashboards, and reports to align with your team’s preferences and needs.
- Set up automated processes, notifications, and alerts to streamline document management tasks.
These phases are built into our onboarding process, which is designed for minimal disruption and easy adoption. There are comprehensive training sessions for employees to familiarize them with the new software system. We assist users in learning to navigate the system, upload documents, collaborate, and access relevant information.
By following these steps and investing time in planning, training, and user engagement, you can successfully transition between two software systems for jobsite document management and ensure a seamless experience for your team. We promise to make it painless.
Corfix Implementation from Pen & Paper Solutions
We have helped hundreds of businesses make the change from manual processes to a digital system. It can seem daunting, but you’re in safe and experienced hands with Corfix.
Whether you’re a small team or a large operation, our onboarding process is designed to respect your pace and adapt to your specific needs.
Our methodical rollout simplifies the transition by breaking it down into manageable steps, starting with the digitization of your current paper records into your new Corfix account. We also offer a comprehensive knowledge base with hundreds of articles, videos, and step-by-step tutorials to guide you through every step.
1. Assessment and Planning
The first step is to take a long, hard look at your current processes. Before beginning to digitally replicate them, this is a great time to assess what’s working and what’s not. Think of it like moving houses: packing up the old one is an opportunity to identify what belongs in the trash or donation piles, instead of coming to your new home with you.
- Evaluate your current paper-based systems to determine which documents and data are essential and need to be digitized.
- Corfix will help you develop a tailored transition plan with clear goals, timelines, and designated responsibilities for your team members.
2. Digitization and Data Entry
Part of your planned onboarding roadmap is entering your existing projects, workers, and forms into your new software. This is built into your company’s timeline, so you’ll take it step-by-step without feeling overwhelmed. The work involved in entering projects and workers varies based on how many of each you have. Forms are a little more elaborate, as they contain more information.
There are three routes for you to take when it comes to turning your existing paper forms into cleaner and more functional digital versions of themselves:
- Option one: Our Template Builder allows you to recreate your paper processes in a digital environment with precision. Whether it’s daily logs, safety checklists, or inspection forms, you can design custom safety forms that reflect your unique jobsite needs. The added functionality of including photo uploads, dropdown menus, and other dynamic elements means that these digital forms can capture more detailed, accurate information than ever before.
- Option two: Choose from our extensive library of existing templates, which cover many of the common documents seen on the jobsite. If you’re using standard templates for your paper processes, there’s a good chance we already have a digitized version.
- Option three: Let us do the work. We offer custom template building services, where you can let out form experts recreate and optimize your existing documents in electronic form. You’ll have the chance to review and approve them before our job is considered done.
3. Configuration and Customization
Whichever route you take, we’re here to help you determine the best formats and practices for digitization.
- Set up your Corfix platform to mirror your operational workflows, document categorization, and access permissions, ensuring it fits seamlessly with your existing processes.
- Customize the user interface, dashboards, and reporting tools to meet your team’s specific needs and preferences, making the digital transition as intuitive as possible.
- Implement automated processes, notifications, and alerts to enhance efficiency and replace old manual tasks.
These steps are integrated into our comprehensive onboarding process, designed for a disruption-free adoption. You’ll have a dedicated account manager who will provide detailed training sessions to help your team learn how to navigate the system effectively, from uploading and managing documents to collaborating and retrieving information easily.
By carefully planning, training, and engaging with the digital tools provided by Corfix, your transition from paper-based management to a sophisticated digital system will be smooth and straightforward. We’re here to ensure the process is painless and perfectly aligned with your business needs.