Kick off your onboarding

The purpose of a kickoff call is to help you get started with implementation and align all involved integration parties.

Who should attend

We expect your team to schedule and facilitate this call with these attendees (learn more about expectations for integration team roles):

  • Your implementation project manager, who facilitates the call.
  • Your connection's project champion, who explains the real-world use and value of your system.
  • Your connection's interface analyst, who assists with integrating from the other side of the integration.
  • Redox integration manager, who speaks to technical specifications for the integration and helps coordinate next steps.

Agenda

A typical kickoff agenda looks something like this:

  1. Introduction to all parties.
  2. Introduction to your system and solution. This should be led by your project manager.
  3. Introduction to Redox. This is led by the Redox integration manager.
  4. Overview of the integrated workflow between your system and your connection's system. This should be led by your project manager.
  5. Overview and confirmation of implementation scope.
  6. Proposal for project timelines and milestones. This should be led by your project manager.
  7. Discussion of next steps (e.g., configuration steps for integration systems, establishing Redox connectivity).

Come prepared

To prepare for your kickoff call, you can use our kickoff template as a starting point. Be sure to update it with your organization and system information, including relevant workflow diagrams (e.g., within your system, integration with Redox) and project timelines.

Post-meeting

Send the meeting minutes to confirm the scope, project timelines, and responsible parties for next steps. Also be sure to schedule weekly check-ins to make sure your implementation project stays on track.