You're Ready to Transform Your Operations. Let's Make It Happen.
From decision to full productivity in 4-6 weeks. Our proven onboarding process gets your team confident, adopted, and delivering results.

Overview
You've made the decision. Now comes the important part: bringing your vision to life. Great software needs thoughtful onboarding. Our onboarding team has guided many field operations companies through successful launches. We know your industry. We understand what works. And we're with you every step of the way.
Trusted Onboarding Partner for Field Operations Teams
Four Elements That Drive Success
Executive Sponsorship
Executive Sponsorship
What We Need: A sponsor from your leadership team (VP or Director level) who owns onboarding success and removes blockers.
Why It Matters: Onboarding requires decisions and resources. Having a visible executive champion signals importance across the organization. Teams adopt faster when they see leadership committed.
What This Looks Like: Your sponsor attends kickoff, approves major milestones, and removes obstacles. They're not involved in every detail, but they're visibly invested.
Dedicated Onboarding Contact
Dedicated Onboarding Contact
What We Need: A dedicated contact from your team (typically an Operations Manager or Project Lead) who coordinates internally and works directly with our onboarding manager.
Why It Matters: Successful onboarding requires someone who understands your workflows, knows your teams, and can gather requirements quickly. This person is the bridge between our team and yours.
What This Looks Like: Your contact participates in planning sessions, coordinates team availability for training, reviews configurations, and helps troubleshoot questions. They commit 2-3 hours weekly during onboarding.
Clear Planning
Clear Planning
What We Do: Map your workflows, data sources, and success metrics upfront. Build a custom roadmap together.
The Result: Aligned teams. Realistic timelines. Predictable outcomes.
Why It Matters: Everyone knows what happens and when. Your team understands expectations. Leadership has visibility. Onboarding stays on track.
Phased Rollout
Phased Rollout
What We Do: Deploy in phases, not all at once. Start with core features that prove value, then expand as confidence grows.
The Result: Early ROI. Building momentum. Organic adoption.
Why It Matters: Teams see value immediately. Early wins build confidence. By full deployment, adoption is already happening naturally. You're building success on success.
Successful onboarding transforms how your teams work. It requires visible leadership support, a dedicated internal champion, clear planning, and a realistic pace that teams can manage.
Five Phases From Planning to Full Integration
Discovery and Planning (Weeks 1-2)
What Happens
We learn how your operation actually works. Your onboarding manager meets with your executive sponsor, dedicated onboarding contact, and key stakeholders across field operations, office teams, and leadership. We document current workflows, assess data readiness, and understand your team structure. Together, we build a custom roadmap with clear milestones and success metrics.
What Gets Done:
- Executive sponsor and dedicated onboarding contact roles confirmed
- Complete alignment across stakeholders on scope and timeline
- Custom onboarding plan with mapped milestones
- Data migration approach validated
- Success criteria defined for each phase
- Integration needs identified for Phase 5
How You'll Feel: Clear on what's ahead. Confident in the plan.


Configuration and Data Preparation (Weeks 3-4)
What Happens
While you prepare internally, we build your Matidor environment. We configure workflows to match your processes. We build dashboards for your key metrics. We extract, clean, and prepare your historical data. By week 4, your system is ready for testing.
What Gets Done:
- Fully configured Matidor instance ready for testing
- Historical data cleaned, validated, and migrated
- Custom workflows and dashboards built to spec
- Mobile environment configured and tested
- Training materials prepared for your teams
Note: Integration with other systems typically happens in Phase 5 after your team is comfortable with Matidor.
How You'll Feel: Seeing your vision take shape. Excited about what's coming.
Training and Testing (Week 5)
What Happens
Your team gets hands-on. We deliver training tailored to each role and platform: field technicians on mobile, office managers on desktop, executives on dashboards and reporting. Teams practice with realistic data. They test workflows on the devices they'll actually use. They discover what works and what needs adjusting. We refine based on feedback. By week 5, your team has practiced repeatedly in a safe environment.
Training includes:
- Role-based sessions customized for each team
- Mobile training for field technicians (iOS and Android)
- Desktop training for office staff
- Hands-on practice with realistic scenarios
- Quick-start guides and process playbooks
- Video library for self-paced learning
What Gets Done:
- Mobile and desktop workflows tested and refined
- Configuration adjustments made based on feedback
- Go-live readiness confirmed
- Team competence at peak
How You'll Feel: Ready. Capable. Prepared to launch.


Launch and Stabilization (Week 6+)
What Happens
You go live. Data migrates. Teams start working in Matidor. Support is readily available:
Support Channels:
- In-app support chat (available directly in Matidor)
- Email support (24-hour response time)
- Dedicated onboarding manager through stabilization period
Launch Week (Week 6):
24/7 system monitoring. Daily support calls. On-call technical experts. Priority response for urgent questions.
Stabilization (Weeks 7-8):
Adoption tracking with targeted coaching. Performance tuning. Early results realization.
Check-ins:
We establish monthly or quarterly check-ins with you to ensure everything runs smoothly. These sessions review system performance, adoption metrics, and any emerging needs.
Planning for What's Next:
During stabilization, we begin planning for Phase 5. We assess broader rollout needs, discuss customization requests, and prepare for integration with your other systems.
What Gets Done:
- Team operating independently with support access
- Early value realized through quick wins
- Continuous improvement in place
- Phase 5 requirements gathered and prioritized
How You'll Feel: Accomplished. Productive. Getting real results.
Integration and Expansion (Weeks 8+)
What Happens
Once your team is comfortable with Matidor and operating smoothly, we integrate with your other systems and expand capabilities. This happens after go-live because:
- Your team understands how Matidor works before adding complexity
- We can configure integrations based on how you actually use the system
- Teams can provide informed feedback on workflow improvements
- Integration success depends on a stable Matidor foundation
Integration Systems:
- Accounting: QuickBooks, Deltek, Replicon, Harvest
- GIS and Mapping: ArcGIS, QGIS
- Analytics: Microsoft Power BI
- Custom systems via REST API
What Gets Done:
- Integrations configured and tested
- Team trained on integrated workflows
- Broader rollout to additional teams or divisions (if applicable)
- Advanced customizations implemented based on actual usage
- Optimization of data synchronization
How You'll Feel: Fully connected. Maximum efficiency.

Proven Onboarding Success
Peyto Case Study
RidgeLine Canada Inc Case Study
Pease Park Case Study
Frequently Asked Questions
Team time investment is modest and pays back quickly. The Executive Sponsor will need 5 to 10 hours over 8 weeks for kickoff attendance, milestone approval, go-live oversight, and removing blockers. The Dedicated Onboarding Contact requires 20 to 30 hours total for coordination, planning sessions, configuration review, and testing participation. Project Managers need 10 to 15 hours over 6 weeks for documentation, training, and testing. Field Teams require 3 to 5 hours over 6 weeks for mobile training and first-week adjustment. Most teams recover this time within 30 days through efficiency gains.
You don't need perfect data to start. We've handled every scenario: inconsistent naming, duplicates, missing fields, corrupted relationships. Our process handles cleanup. In Week 2, we audit your data and assess cleanup needs. During Weeks 3 to 4, we clean, validate, and optimize (we do this, not you). In Week 4, you review and approve. By Week 6, clean data migrates. You just need to help us understand your business rules (if a record has X but not Y, what should happen?).
That's common. Here's how we handle it. For configuration changes, we ensure you know how to do it yourself, or we can also handle it during onboarding. For custom requests, we assess scope, estimate, and prioritize appropriately for your approval. For integration needs, we add them to post-onboarding planning. The 80/20 rule applies. We focus on core features that drive immediate value. We optimize the rest once you're live and productive.
We measure with specific metrics you'll see at every check-in. Milestone completion tracks deliverables for each phase. Team readiness involves weekly pulse checks on confidence. Adoption readiness includes pre-launch assessments. Post-launch metrics track active user rates and utilization. You'll always know where you stand and whether we're on track.
Standard onboarding is included at no additional cost as part of your plan. This covers the full five-phase process, training, data migration, and support through stabilization. Customization work beyond standard onboarding will be estimated and provided for your approval before proceeding.
Yes. For larger organizations, we often recommend starting with a pilot team or program, then expanding to other teams and programs once you've proven value and refined your approach. An example timeline might include a 8-week roll-out for a pilot team, and then another 8-week roll-out for all other teams. Benefits include lower risk per phase, learnings applied to the next phase, faster value realization for early adopters, and reduced overall disruption. Each team follows the same five-phase process.
After go-live, we establish regular check-ins based on your preference. Monthly check-ins are recommended for the first 3 to 6 months. During these sessions, we review adoption metrics and system performance, address any emerging questions or issues, discuss optimization opportunities, and plan Phase 5 integration and expansion activities. Quarterly check-ins are typical after Month 6. These include a strategic review of platform usage and ROI, roadmap discussion for new features, advanced training opportunities, and long-term optimization planning. Your dedicated onboarding contact and our onboarding manager typically attend these sessions.
If your system isn't on our standard integration list, our REST API supports custom connections. We document requirements in week 1-2, and develop custom integrations after the initial onboarding (weeks 8+) once your team is comfortable with Matidor.
We have contingency plans. In Week 5, final dress rehearsals test migrations and cutover procedures. During launch week, the full team monitors, not just one person. In-app support chat provides immediate access to help when teams need it. With our extensive experience in onboarding, we've had only two instances requiring launch delays, and zero failures post-launch. If issues arise, we address them before they impact your operation.
Change resistance is common. Address it through visible executive sponsorship, phased rollout starting with early adopters, quick wins demonstrating immediate value, role-specific training showing how Matidor makes their work easier, and maintaining parallel systems during transition to reduce risk. Most resistance dissolves after users experience the platform firsthand.
Virtual onboarding works well for distributed teams. Conduct training sessions via video conference with recordings for those who cannot attend live, provide self-paced learning resources (videos, documentation), schedule regional sessions if beneficial, and ensure remote workers receive equal support through in-app chat and email.
All work products, configurations, and documentation remain in the system with complete attribution and history. New team members access training resources (videos, documentation), receive role-specific training, and continue operations without interruption. The platform preserves institutional knowledge independent of personnel changes.
Yes. Implementation pauses if needed for operational priorities. When ready to resume, your dedicated onboarding manager picks up where you left off. Most organizations complete implementation within 4-6 weeks when they can dedicate required time, or spread it across longer timelines with pauses as needed.
Ready to Get Started?
Your onboarding begins with a conversation. Let's discuss your goals, review the process, and map your timeline.
Schedule a kickoff planning call to talk through your situation, understand how the process works, and build your custom timeline. Bring your executive sponsor and dedicated onboarding contact if possible. This is your chance to understand exactly what happens and what to expect.



