Expected smoother flow than what I got
I expected the sales and pre-purchase steps to be more streamlined than they were. The sign-up process began with clear instructions but was followed by multiple stages that felt like they could have been better consolidated. While the onboarding and training delivery happened as promised, it wasn’t always clear why I had to complete several forms and tasks before gaining full software access. The step order was somewhat logical in parts, but there were moments I wondered if certain explanations could have come earlier to ease understanding. The database integration was introduced midway through training, which was helpful, but moving from initial sign-up to full use felt a bit fragmented. Still, telephonic support was available during these steps and they answered questions promptly. I’m mildly enthusiastic about continuing with the workflow software, but the initial sequence of steps felt like it could be better arranged to help new users get started more efficiently and with less confusion.