Welcome to the DTS Connex onboarding and implementation process! This guide provides an overview of the steps involved in getting started with DTS Connex. Typically, the initial implementation process spans 4 to 6 weeks. Collaboration with our bank partners is essential to ensure a smooth implementation process.
Phase 1: Onboarding New Customers
1. Bank Notification:
- Ready to set up a new customer? Complete the New customer setup form. Be sure to include essential implementation details such as customer name, contact information, and any specific requirements, along with the DTS Location Setup Document.
2. Kickoff Details and Specifications Form:
- Upon receiving the onboarding request, our implementation team will send kickoff and specification requests to the customer to gather all pertinent configuration details. This includes a detailed overview of the implementation process, timelines, and expectations.
Phase 2: Configuration, Verification, and Training
1. Location Setup Document:
- If not already provided in phase 1, the bank partner provides the DTS Location Setup Document, detailing the modules for implementation and bank-specific details. Note: The location setup information must be received at least 2 weeks before the anticipated go-live date.
2. Configuration and Verification:
- Leveraging the specifications provided by the bank and the customer, DTS will configure the locations in preparation for activation. The specifications and setup document serves as a reference to ensure that each location is set up according to the bank's requirements and preferences, optimizing the configuration process for seamless activation.
- After configuration, DTS conducts verification to ensure all settings are correct based on the requirements provided. Once verification is complete DTS will notify the bank and customer that the setup is complete and they are free to add users and begin activating the locations.
3. Training and Resources:
- General training resources and materials are provided to the customer, and additional information can be found in the DTS Connex Help Center.In this phase, customers can begin to create their own training material, which can be uploaded to the Training tab within DTS Connex.
Phase 3: Go Live and Activation
1. Go Live
- Once the configuration is ready and verified, the customer can activate their locations to get started. On the agreed-upon go-live date, DTS will monitor the activation of the locations, ensuring a seamless transition from setup to live operation.
This implementation guide outlines a structured approach divided into three phases to effectively onboard new customers, set up locations, provide training, and ensure a successful go-live process. It emphasizes clear communication, collaboration, and thorough preparation to achieve desired outcomes. Throughout the process, if additional support is needed contact help@dtsconnex.com and send setup-related questions and details to setup@dtsconnex.com.