Onboarding new customers – tailored to your situation

New customers do not enter an ERP partnership at the same point or with the same starting point and conditions.

Some are about to upgrade, others are in the middle of a project—and some are already up and running. Our onboarding process is designed for exactly that. We meet you where you are and provide clarity, structure, and steady progress from day one.

Safe partner switching—no matter when you start

Our onboarding process is tailored to your current situation and minimizes risk for you, whether the timing is favorable or challenging.

You’re about to upgrade

Situation
You have completed a pre-study and clarification phase with another partner, but the implementation project has not yet commenced.

Our approach
We take charge before the planning and implementation phase begins, ensuring a comprehensive overview, a clear structure, and realistic planning. This allows us to identify areas for improvement before the project gets underway.

Focus areas

  • Needs assessment
  • Specific suggestions for Improvement
  • Proper planning and implementation

You are in the middle of an upgrade

Situation
The preliminary analysis has been completed, and the implementation project is already underway—but not yet finished. You are not yet operational.

Our approach
We take on the project in its entirety. We therefore conduct an analysis and align expectations to ensure that the project is successfully completed—and aligns with your business.

Let’s be honest: Should we stick to the existing plan, or should we adjust it? What would be best to adjust now—and what should we wait to address?

Focus areas

  • Fast and controlled takeover
  • Clarification, overview, and stabilization
  • Implementation of the solution
  • Possible optimization and improvement

You are up and running

Situation
The solution is up and running, but collaboration and support with your existing partner are not working optimally.

Our approach
We take on a solution we didn’t design ourselves and review it thoroughly. We then ensure better support, clearer communication, and ongoing improvements.

Focus areas

  • Evaluation and optimization of the solution
  • Better communication and support structure
  • Stable operation

The onboarding process – step by step

Our onboarding process is divided into two main tracks, which together provide a solid foundation for our collaboration.

icon1. Legal basis (business onboarding)

What should we do?

  • Termination of Existing Agreements
    This applies, for example, to terms of cooperation, operating agreements, response time agreements, support agreements, and upgrade agreements.
  • Transfer of license agreements – e.g., Business Central and apps
    As a general rule, license agreements are transferred from the existing partner to Vektus—this applies, for example, to Business Central and apps
  • Establishing new, clear agreements regarding support, response times, operations, and upgrades

How do we do that?

  • License review with Vektus’ license specialist
    The licenses are reviewed, and it is agreed upon who will do what. Vektus contacts the individual license providers and assists with clarification and migration.
  • Clear agreement on roles and responsibilities
  • Clarification meeting regarding support, operations, points of contact, task management, and response times
    Operational and support needs, as well as the guidelines for launching new initiatives, will be established. Contact persons, task management, follow-up, response times, etc., will be determined

icon2. Solution framework (technical onboarding)

What should we do?

  • Review of the existing solution: Environments, code, existing customizations – We’ll get an overview of the existing solution. Do we have access? How do we gain access?
  • Ensuring the necessary development and production environments (development, testing, deployment, production)
  • Securing access to apps: For, among other things, store-specific apps and customizations/extensions

How do we do that?

  • General technical review conducted by a Vektus developer
  • Joint working sessions on the solution landscape, workflows, and integrations
  • Creating environments that may be missing – Vektus
  • Analysis of dependence on distributors → suggestions for improvement

If you’d like us to take a look at your project, your support, or your service agreement, please feel free to contact us.

We know it can feel uncertain and overwhelming—especially if you’re in the middle of a project, or if support and service aren’t working as they should on a day-to-day basis. For many, switching ERP partners is a big step.

That’s why we’ve systematized the onboarding process. We’ve done this before—and we have a roadmap that ensures clarity, peace of mind, and progress, so you can reach your goal safely and efficiently.

Call us for a no-obligation conversation, and let’s start by discussing your situation.

Call or write to us

icon+45 5353 2020

iconkontakt@vektus.dk

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