Onboarding Process
7-step onboarding, go-live in as fast as 2 weeks — no technical skill required
7-Step Onboarding
The business only needs to provide operational data; all technical work is handled by our team.
Our Team Handles
- ✓Business diagnosis & pain-point mapping
- ✓Data cleaning & unified metric definitions
- ✓Data import & system integration
- ✓Reporting logic & process design
- ✓Custom AI model training
- ✓Dashboard delivery & team training
- ✓Monthly continuous optimization
Your Company Provides
- ✓Provide business data (sales / procurement / inventory / finance)
- ✓Assign a point of contact
- ✓Confirm key metric definitions
- ✓Attend go-live training
Book Free 30-Min Business Diagnosis & Get Custom Demo
Book NowSOWORK AI 7-Step Onboarding: Automated AI Analytics Live in 2 Weeks
Step 1 Business Diagnosis: understand the owner's pain points and key metrics to define scope and goals. Step 2 Data Clean-up: consolidate sales, procurement, inventory and finance data with unified definitions. Step 3 Data Import: load business data into the platform.
Step 4 Process Design: define reporting logic and management rules around the metrics owners care about. Step 5 Custom AI Training: train a dedicated AI assistant on your real data so it understands your business language — the foundation for automated AI reports.
Step 6 Go-Live & Training: deliver dashboards and train your team. Step 7 Continuous Optimization: monthly diagnosis and refinement keep the system aligned with your business while reports and alerts run automatically.
The whole onboarding can go live in as little as two weeks. Your only job is to provide business data — SOWORK AI handles all the technical work. After go-live, daily business analytics run automatically and owners see the latest numbers every morning.