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“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”
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Your implementation specialist will be the Yoda to your Skywalker. Your sales rep will introduce and get you started on your path to harnessing the force. This will include an assessment of your needs and objectives. From there you will work together to assess your data import needs and ensure it is all imported cleanly. The next six weeks you will meet with your implementation specialist and review each of your specific tasks week by week.
Canopy aims to get you up and going in 6-8 weeks. It may go shorter or longer depending on the number of clients and files you’re importing to Canopy. Your onboarding specialist can align with you on goals and timing during your kickoff call.
Yes, this includes one firm-specific team training at the end of implementation. Additional training sessions are an extra cost. Also, your onboarding specialist will serve up training materials as you implement. Don’t worry, these only take about 30 minutes to complete!
Canopy has a File Migration tool that allows you to migrate files in bulk once they’re in a “local” environment. If you’re currently storing files in a separate file storage software instead of your server or a local drive, you’ll need to download the files first before migrating them to Canopy.
In some cases, we are able to extract the files in-house, depending on the software. For additional cost, we can also work through our third-party partners to extract files.
Yes! We provide 37 task templates to help you get started with workflow so you don’t have to start from scratch. The rest of the templates are personal preference, but your specialist can help you with best practices and recommendations.
Your implementation specialist will walk you through our Canopy Suite Essentials, which is available to you and your team members. We also have product tutorials, an educational videos series, a support library, and of course the support team!