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Revvin Onboarding Overview
Roles and Responsibilities 1
Key Assumptions 2
Onboarding Success Methodology 2
Post-Onboarding Support 3
This document is intended only as a general overview of Revvin's onboarding process.
Every client’s onboarding will vary according to the client’s specific needs.
Following is a general overview of our proven onboarding methodology that combines the best of traditional milestone-based project management with the iterative benefits of Agile methodology.
Revvin wants to get you live as soon as possible. The more responsive and diligent you are on getting tasks done the quicker you can go live! We can typically get you up and running in 45 days if the time and resources on your side are provided as outlined below.
Our project plan will have all the details spelled out for you and your team and will be customized in the first couple of meetings. If you have any questions about this process please feel free to reach out to our support team at [email protected].
This project requires a commitment by both your team and Revvin. Your project team should be aware of their level of involvement across all onboarding phases as illustrated below:
Revvin estimates your team will spend at least twice as much time onboarding as our team. If your team has limited availability, please alert your Revvin project manager so we can adjust your onboarding schedule.
- Unless otherwise agreed in advance, any custom development will be scoped, planned, and executed as a separate follow-on project that begins as soon as you are live.
- There will be a maximum of three rounds of Borrower question flow revisions prior to go-live.
- Your team is able to reconcile pricing or fee data after we set up integrations with pricing engines. If Revvin resources are involved with data reconciliation, additional billable hours may be required.
Our Customer Success Team will guide your team through the following project phases:
Once the Transition phase completes, your team will have access to Support Services, which are available as per your software agreement for troubleshooting, general how-to questions, and more.
Even after you are live, your Customer Success Team is available on an ongoing basis for consulting needs and for conducting Quarterly Business Reviews to help you grow your lending business and to become more operationally productive using the Revvin platform.