Andy's Onboarding & Set-Up Process
1. Subscribe and make your first payment.
2. TA Automation Consultant will contact the client to request access to XERO.
3. TA Automation Consultant to survey the file and make recommendations to the client to ensure XERO is BOT ready.
4. TA Automation Consultant to set up rules and workflow in XERO after receiving client approval.
5. Set up Andy as a user in the client XERO file.
6. Deploy regular jobs for Andy based on the package that the client signs up for.
7. TA Quality Assurance Team to review work done by Andy each month.
8. TA BOT team to watch and monitor every step done by Andy.
9. TA Automation Consultant to support the client with any queries.
10. Client to have access to BOT dashboard to see the progress of deployment and monthly Bot report activities.