Boardera Platform - Implementation Guide
Welcome! The following document will guide you through the implementation process. Setting up this software to be effective is easy. Making changes to process within an organization is sometimes challenging. Review the resources below and take us up on the offer to help roll it out.
We highly recommend a Boardera-assisted implementation. Simply email support@boardera.ca, we are happy to help lead the project. It will save you time and increase the ability to see success with the product faster. There is no service fee for our support. Your success is our success.
ACTION | RESOURCE | |
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| 1 | Registration | Boardera Registration Page |
| 2 | Discovery session with Boardera | Email support@boardera.ca and it will be arranged |
| 3 | Basic configurations | https://boardera.atlassian.net/wiki/spaces/BKB/pages/1670447105 |
| 4 | Invite your quoting manager | https://boardera.atlassian.net/wiki/spaces/BKB/pages/1703575659 |
| 5 | Basic pricing configurations | https://boardera.atlassian.net/wiki/spaces/BKB/pages/1670316033 |
| 6 | Test User Setup |
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| 10 | Delivered by Boardera Email support@boardera.ca and it will be arranged | |
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| 15 | You and your CSM will create a support pattern that works for you |
Additional Resources