Implementation
How a rollout runs — the phases, the configuration surface, and the support that comes with it.
Rollout
Three phases from first call to steady state
1
Discovery
Requirements capture, settings alignment, user mapping and migration planning.
2
Setup
System setup, department onboarding, integrations and process validation.
3
Adoption
Enablement support, optimization, reporting rollout and workflow fine-tuning.
Configuration surface
What gets set up during onboarding
These are the settings areas configured during setup so the system reflects your own expense types, trip statuses, payment terms, tax handling and messaging before users go live.
General
Appearance
Expense Types
Trailer Types
Petty Cash Categories
Trip Statuses
Vehicle Groups
Payment Methods
Payment Terms
Supplier Types
Taxes
Company Details
Email Settings
Mpesa Settings
Protrack Settings
SMS Gateway
SMS Templates
Reminders
Support Settings
Support
What you can expect from us
- Onsite and virtual implementation support options.
- Full access to product documentation and guided walkthroughs.
- Support coverage aligned to the agreed rollout and operating model.
- Follow-up adjustments and workflow refinements can be scoped as part of implementation support.
Next step
Plan a rollout around your operating calendar
Discovery can start from your current process documents, data exports and department structure so the setup phase does not stall on unknowns.
