Overview
This week you go live with your new Arbor site! It's important that you follow our Getting Started with your Arbor Finance System 'go live' checklist, as this will help you take those first steps to get set up and ready to start using your new Arbor. Now you are live with Arbor, make sure to stop using your old finance system
What do you need to do this week?
Go Live!
You will be advised either directly or via your LA/Local Support Partner that your data has migrated successfully. You need to now access your Live Arbor Finance Schema (that you set up on RM Unify back in week 3). You will find your closing month available in the current financial year.
Work through our 'go live' checklist to complete your migration, including rolling the month, to create your opening position. Then you are ready to go.
Don’t forget to complete and submit the Migration Sign Off Form and we hope you have also completed your training feedback too!
Good luck
Overview
Now you're starting to familiarise yourself with your new Finance system, it's time to learn more about your Arbor Finance and how you can make the most of it! Take the opportunity this week to book any outstanding training you may have and begin to embed the processes you’ll want to use in your new Finance system for going forward. And make sure check in with your team and see how they are getting on! If they need any help and support, make sure they know where to go.
What do you need to do this week?
Check in with your staff
Make sure to check-in with your staff to make sure they're getting on okay using Arbor. Do your staff have the correct business roles and permissions for their day-to-day activities? Do they need a little more guidance on certain areas of the system? Send them the link to our Help Centre and feel free to share any helpful guides/videos/webinars you find too. Teamwork makes the dream work!
Book any outstanding training
We're confident by this point you'll be well on your way to becoming an Arbor Pro, but don't forget to make the most out of any training you have purchased. It's important in those first few weeks of going live with your new Arbor Finance system that you attend any Post-Launch training you may have purchased. So if there's a few sessions you need to attend, make sure you get them booked in!
Overview
This is your final week of onboarding to Arbor! We've loved working with you to help get you started and we can't wait to see what you do next with your new Arbor Finance!
So what happens next?
It's time to Graduate!
It's been an exciting and crazy 8 weeks, hasn't it?! Take a deep breath! You've made it to the end of onboarding and you're on your way to becoming Arbor pros. Sadly, this is a goodbye from us, but our wonderful Account Managers will be taking good care of you from here on out.
Our Account Managers will be on hand to help you with any account issues such as purchasing any further training or upgrading your package, and will introduce themselves to you in the next couple of weeks.
Alongside our Account managers, you will still have other support channels there to help and support you on the rest of your post-graduate journey. Here they are:
- Arbor Help Centre - Our Help Centre is your one-stop shop for learning how to use Arbor and is the easiest place for you to find the information you need! Even better, you can access our help centre through your Arbor site at anytime!
- Support Team - For all functionality queries (the where, how and why), get in touch with our support team, who are the fountain of all Arbor knowledge! See how you can contact the support team here. Do you get your support from a partner? If so, you'll need to direct all of these queries to your support partner. They are there to help you with using your Arbor site, and if there's a question they can't answer, they'll come ask us!
- Arbor Community want some inspiration on how to use your MIS going forward, need some support from someone who is using Arbor, or just fancy a chat? Our Arbor Community is a great forum to sign up to, and can be used for support or just general discussion. Grab a cuppa and share, discuss and connect!
Need any help? If you get stuck with anything get in touch with The Onboarding Team. You can contact the Onboarding Team by clicking Contact Us in the top right of the Help Centre and select Onboarding, migration and moving to Arbor. They'll aim to get back to you within 24 hours during the school week, and if it's something they can't help with, don't worry, they'll find someone that can!
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