Onboarding Services

Last updated: 29.05.2020

We know how critical your billing system is. For this reason, we strive to make sure your transition to Moment is done as smoothly as possible. We onboard customers to Moment multiple times per week, and we approach this in a structured and streamlined way to make sure you and your team gain the confidence you need to get started with our services in a good way and until you are finished with your first billing as described below. From there on, our support team will be your contact point. End-user support for day-to-day Moment tasks is included in our subscription services.

‌A typical onboarding covers what is described in the “implementation timeline and services” section below. Should the customer request any optional add-ons, training or additional consulting services related to onboarding then Moment will bill these services additionally. Such services will be priced per consulting hour.

Customer responsibilities

During the transition from your existing system to Moment we need to be in contact with people in your end and we need that all stajkeholders in your end get a good understanding of the process and steps of a transition to Moment.

General onboarding information

We expect that you get acquainted with the onboarding process by following these steps:

• Read through the Startup Consulting implementation overview to get a grasp of the onboarding process on an early stage

• Send info about your main point of contact (name, email and phone number), who will be responsible for the transition to Moment. If more than one person, please specify.

• Give all necessary information concerning requirements from your accounting software and other software that needs info from/to Moment. The onboarding team will help you with the settings in Moment, but you are responsible that it is correct. This includes tax accounts, number series, KID and OCR-agreement.

• Stop registering hours and other elements in you previous system once you have started using Moment the import has started. If you register something in the previous system during/after you have started using Moment you must add it to Moment manually.

• If using Moment for invoicing, stop invoicing in previous system once import has started. Both invoices and expenses can only be made in Moment after import and start up.

• In general: Be available for requests from Moment Team AS in the transition phase.

• Contact the support team when you need help, at [phone] / [e-mail]

Data import information

When doing an import our team will cooperate closely with the customer and we expect you to be available during the import process and get acquainted with the data importing process by following these steps:

• Read through the Data import terms and any relevant subsections such as the Standard Import or Basic import to get detailed understanding of the services we provide and what data you can expect to be imported.

• Give access to information (current tools, accounting software, etc) and let us know if there is anything special we should be aware of when doing the import.

• Stop registering hours and other elements in you previous system once the import has started. If you register something in the previous system during/after import you must add it to Moment manually.

• After the import, you must do a thorough review of the data, edit time balance and add price models manually.

• If using Moment for invoicing, stop invoicing in previous system once import has started. Both invoices and expenses can only be made in Moment after import and start up.

• In general: Be available for requests from Moment Team AS in the transition phase.

• Contact the support team when you need help, at [phone] / [e-mail]

Moment responsibilities

In a transition to Moment you will likely be in contact with the following teams at Moment

Onboarding Team

A member of our onboarding team will be appointed as your main point of contact. This person will be in charge of your transition to Moment and will coordinate communication and activities such as access to your systems, data import, start-up consulting and help you during your first billing cycle. This team has a lot of experience doing this as we do this several times per month. We know that Moment is critical for your daily company operations, so we have good established routines and processes in place which we follow to make sure that your transition happens as smoothly as possible.

Support Team

When deemed necessary the Moment’s support team will provide additional support for general requests, and ensure support during the working day for the client’s employees. This includes support by phone, email and screen sharing - which will be provided upon request. Once the transition to Moment is finished, typically after the start-up session, our support team will be your main point of contact for day to day operations and any support inquiries you might have.

Product and Development Team

We have a highly competent product and development team which will be engaged when customers require Product Development or related advanced consulting services such as new functionality, features or integrations to be implemented in Moment. Such services are priced per consulting hour and are agreed upon separately from other services such as onboarding or data import. In the case of such assignments one of our Product Managers will be the customer’s main point of contact.