Overview
This guide is for pilot customers who are implementing ScaleHouse Systems in their practice.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
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.
Support
Pilot customers receive priority support. Contact your account manager or support@scalehousesystems.com.
Next Steps
Multi-Location Setup
Set up multiple locations
Security Best Practices
Security configuration