Training and onboarding resulted in a workable setup
The overall result of the training and onboarding was that my setup was functional and ready to use for remote workflow management. During the initial onboarding, I went through some one-off tasks such as setting up call parameters and importing contacts into the database. These required my active participation and were not recurring steps. After finishing the initial phases, I have been using the software regularly to make calls and manage the database with updates happening automatically in the background. However, some parts of the training required ongoing attention, as new features or updates demanded additional learning and adjustments in my usual work patterns. The calling tools mostly operated as expected, but occasional configuration tweaks were necessary over time. Support was available when challenges arose, though I aimed to minimize calls to them. The invoicing process was straightforward and repeated periodically, making it a routine task rather than a fresh setup every cycle. As a result, the one-off tasks built a foundation, while ongoing steps kept the process current and suited to my requirements. In sum, the training and onboarding led to a system that runs well day-to-day but does require periodic management and learning.