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Implementation

How OrgView gets deployed into a real organization.

Not a sign-up form — a structured rollout, built around how your business actually operates.

Process

A structured rollout, not a sign-up form.

Large organizations need to know how OrgView actually gets deployed. Here's the process.

01

Discovery

Understand your organization structure, processes, existing technology, and reporting requirements.

02

Solution Design

Configure the OrgView operating environment around your companies, developments, and roles.

03

Configuration

Users, companies, developments, workflows, permissions, and reporting scopes.

04

Data Migration

Transfer the data that matters — projects, budgets, contacts, documents.

05

Integration

Connect Outlook, Companies House, and the other systems already in use.

06

User Acceptance Testing

Controlled testing with real users before anything goes live.

07

Training

Role-specific training — a Site Manager and a Finance Director learn different things.

08

Controlled Rollout

Deploy by department, region, or business unit, where appropriate.

09

Go Live

Production deployment.

10

Enterprise Support

Ongoing support, optimization, and account management once you're live.