Onboarding

To give you a little insight of how the onboarding process goes here is a little overview of what steps you will be taking:

1

🎯Kick-off Meeting

• Introduction

• Approach & Goals

• Technical Questions

• Timeline & Next Steps

2

🛰️Data Discovery

• Gain insight → Data sources

• Clarifying Data

• Start of Integration

  • Fill out variable list

  • Database?

• Achieve accurate data mapping

3

🌐Data Connection

• General Guide Lines

• Onboarding manuals → Industry based

4

🔎Data Validation

• Ensuring data → Clean & accurate

• Setting foundation of reliable model

• Data check

5

🌀Model Analysis and Improvement

• Making sure all data is correct

• All required data has been send

6

🔬A/B Testing

• A/B → AI

• Next-best-action plan

• Retention plan (flows)