Onboarding Process

With our partnership styled approach, experience an onboarding process aligned to your needs. We are proud to offer services including support, consultancy and more, making sure you’re up and running in no time.

An efficient process to ensure you’re up and running in no time

All Services delivered by Halo experts

Take advantage of Halo’s full potential

What is the process?

Step 01
Discovery
Initial call to discuss needs and offer recommendations. From there, project timelines are set.
Step 01
Step 02
Design
The information from the discovery stage is used to design a solution within Halo.
Step 02
Step 03
Build
Once the design stage is complete, we turn the idea into reality.
Step 03
Step 04
UAT
User Acceptance Testing is performed to ensure client demands are met.
Step 04
Step 05
Training
Once the UAT is complete and has been accepted, users will be trained by Halo specialists.
Step 05
Step 06
Go Live
After users have been trained, we are ready for Go-Live. Client will be supported throughout the process.
Step 06
Step 07
Hypercare
Elevated levels of support available at clients' disposal to ensure smooth adoption.
Step 07
Step 08
Project Review
Project is reviewed with client and planning commences for the future.
Step 08

“As part of our selection process for a new ITSM toolset, we approached 11 suppliers from which Halo instantly stood out as being something special (both as a company and as a product). HaloITSM met and exceeded all our requirements and throughout the procurement process were super-efficient, any questions we had were handled quickly and the whole process was simple and easy with their transparent all-inclusive pricing model. We were not only looking for a great product but looking for a great business with great people who we could build a strategic relationship with over many years, getting this right was incredibly important to us.

As part of the later procurement stages we had a demo of HaloITSM which was delivered not by sales reps but by people who really understood the product inside and out, it was absolutely perfect and they wiped the floor of their competitors… the whole team were blown away! Any questions raised during demo were answered accurately and thoroughly, the Halo team all throughout the procurement were friendly and nothing was ever an issue.

During contract signing, all scoped deliverables were timely pulled into an implementation plan which kicked in the day after contracts were signed.

Lee Barnard – Service Management Consultant

We are here to help

For any queries that you may have with regards to onboarding, our customer success teams are more than happy to help.

You're in good company

100,000+ people, from 75+ countries, trust Halo as their solution