Kinective Sign & SignPlus Onboarding
Welcome
Welcome to the Kinective Sign & SignPlus family. We appreciate and value your choice of our advanced Kinective Signature solution for your financial institution.
We have designed a collaborative onboarding program comprised of a series of stages that will guide you as you navigate through the preparation, implementation, and training as we take Kinective Sign & SignPlus Cloud live within your institutional environment. An overview of the Implementation Plan can be found here: Implementation Plan Overview.
Our team is ready to make sure your project is smooth, effective and meets your individual business requirements.
A Note about Support during Onboarding
During the initial onboarding and implementation phase of your Kinective Sign product, your Kinective Sign Project Manager will serve as the point of contact for any questions, concerns, or issues that may arise. Getting you answers and solutions in a timely manner is a top priority and keeping track of your progress is key to the success of your project and of the whole Kinective Sign family. Please use the form located here to submit your questions during this initial phase. We will reply to your submission within one business day and, if needed, assign a resource to work with you to facilitate a solution in a timely manner.
Approach
This Onboarding Center serves as your guide—a reference point, and an ongoing source of product knowledge. Here you will find a step-by-step approach to the implementation of your Kinective Sign product. Each onboarding stage encompasses a combination of self-guided lessons, activities, and assignments designed to provide you with the knowledge of the system fundamentals, concepts, and feature/functionality. Upon completion of the self-guided portion, our solution experts will then use their expertise to guide you through live consulting sessions, ensuring that you understand the concepts and fundamentals and applying those to your institution’s specific business use cases and requirements.
This program will allow you to move efficiently through the onboarding process. Your onboarding project manager will be available throughout the program to help you navigate the various stages and to schedule your consulting sessions.
Onboarding Kinective Sign & SignPlus entails six core stages which are laid out in a logical progression according to our approach to a new implementation. In this way you are able to understand the process from start to finish and determine the best approach for your institution specifically with regards to timing and staffing.
Our goal is to provide you the tools and guidance your institution needs to take ownership of your Kinective Sign investment. While we are your partner in success, we also strive to enable you to stand on your own.
Onboarding Stages
The following presents the components of the six stages of the onboarding and implementation process for Kinective Sign & SignPlus Cloud:
STAGE 1
Introduction
Understanding how Kinective Sign functions & prepare for implementation
- Lessons
- Customer Profile Form
- Kickoff
STAGE 2
Getting Started
Understanding the elements that make up Kinective Sign & preparing for installation
- Lessons
- Implementation Workbook
- Information Gathering Consultation
- Installation
STAGE 3
System Administration
Guiding through the setup of the Kinective Sign system
- Lessons
- System Administration Set-up Guide
- Administration Q/A Consultation
STAGE 4
Creating Templates
Guiding through the setup of templates & attachments
- Lessons
- Template Configuration Guide
- Template Creation Consultation
STAGE 5
User Preparedness
Preparing for & developing end-user training
- Lessons
- Training Walk-though Video
- Customer Acceptance Form
- User Training Consultation
- Launch
STAGE 6
Finishing Up
Review the eSign implementation & preparing for the future
- Lessons
- Wrap-up Call
Planning
By establishing this mostly self-guided methodology we’re empowering our customers to take control of the process as much as possible. It is recommended that you establish your implementation team first and that all members of that team complete the lessons in Stage 1. (The Stage 1 lessons may also help you determine who should be a member of your implementation team.) After all members have completed the lessons and you have completed the required activities, you will participate in a Kickoff meeting with your Kinective Sign project manager. This meeting will be a level-setting call during which each of the stages of the implementation process will be discussed, requirements and expectations will be reviewed, and a plan and timeline will be determined.
We look forward to working with you and know both your employees and your consumers will enjoy the convenience and signing experience of Kinective Sign & SignPlus.