This week you go live with your new Arbor site! It's important that you follow our Getting Started with your Arbor MIS '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 MIS.
What do you need to do this week?
Our tried and tested data migration process has done the heavy lifting, but there are a few steps you'll need to complete before you can use Arbor.
Our Go Live Checklist will help you take those first steps, and minimise any issues you might face on Go Live day.
Now you have read our getting started checklist and know what to expect, it's time to get logged in.
The project leads at your school will receive an email with instructions on how to log into Arbor for the first time. Once they have logged in for the first time and are ready for all staff to log in, they will share your Arbor URL. If you need any help logging in for the first time, please follow these steps here.
Following migration, it's very important to check the data in your new Arbor system to make sure that everything has migrated as it should.
You must complete these checks within your first two weeks using Arbor - otherwise, we might not be able to fix any errors you find. You should start to use your Arbor site straight away - we can fix errors in the background.
For more information on how to check your migrated data, please follow the steps in this guide here
You should have already notified any third party systems of your move to Arbor. Now that you're live, you'll be able to approve and test these connections.
Not sure how to do this? We have all the guidance you need in our go live check list! Just simply follow these steps here
Now you've had Arbor for a week, it's important to finish checking your migrated data using the Data Quality Dashboard in your Arbor. You'll need to sign off your Data Migration Report and let us know of any discrepancies. Make sure this week you utilise the support that is there for you, and make sure your staff know who to go to should they need any help.
What do you need to do this week?
Last week you will have started checking your migrated data to make sure everything looks correct and nothing is missing. If you've noticed something missing, before you raise this with us, please check our Migration FAQs as it may be something we don't migrate. Whilst we migrate the majority of your data, there are somethings from your previous MIS that won't migrate across to your Arbor site.
Happy with your migrated data? Once you've ran your data checks and raised any discrepancies with us using this guide here, it's time to sign off your Data Migration Report to let us know everything is looking great on your end.
Now that you're live, you and your team are bound to have a lot of burning questions. Don't worry -we've got the answers. We have many different support channels you can use to help you find your feet using your Arbor. Here they are:
Arby, Your Onboarding Assistant - While you get used to things, Arby will stay in the bottom left of your screen. If you need help finding anything, he can show you around. Can't find the registers? Ask Arby!
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!
Onboarding Team - Missing data? Something not looking quite right? If so, you can get in touch with the Onboarding team, but remember to check out our Migration FAQs first!
Now you're starting to familiarise yourself with your new MIS, it's time to learn more about your Arbor 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 MIS 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?
Ready to take your MIS to the next level? Now is a great time to set up any additional modules you have been thinking about introducing to your Arbor MIS*. Of course, there is no right or wrong way to use Arbor and if you would like to stick to the basics, that is absolutely okay too!
You may have already purchased some training to help you set up these additional modules, so if you haven't already, book onto a training session to see what you need to do.
*Module availability will be dependant on what Arbor package you have purchased. If you would like to upgrade your package, contact the onboarding team and let them know. They will be able to put you in touch with your Account Manager to discuss this with you.
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!
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 MIS 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!
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 MIS!
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 Mangers 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 (i.e 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!
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