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Overview

This guide is for pilot customers who are implementing ScaleHouse Systems in their practice.

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Pre-Onboarding Checklist

Account Setup

ScaleHouse account created

Connector Ready

Connector downloaded and ready to install

Database Access

Database credentials available

Team Identified

Team members identified

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Onboarding Steps

1

Week 1: Setup

Install connector, activate, and verify data sync.
2

Week 2: Configuration

Configure frameworks, programs, and team members.
3

Week 3: Training

Complete team training and review initial gaps.
4

Week 4: Optimization

Optimize workflows and address any issues.

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Support

Pilot customers receive priority support. Contact your account manager or support@scalehousesystems.com.

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Next Steps

Multi-Location Setup

Set up multiple locations

Security Best Practices

Security configuration