Onboarding

From our learnings of onboarding over 150 clients, IMS has developed a process to minimize the time and effort to onboard your data so you can get value from your investment in IMS as quickly as possible.

And don’t worry, you are not alone. Upon engaging with IMS, you will have a Customer Success Manager that will work closely with you and your team throughout the onboarding process. We call this process “Contract-to-Close”.

 

Contract Signed

Customer Success and Data Analyst Assigned

Parties Engaged

Kickoff Call

Project Plan

Investor Site Styling and Subdomain Mapping (DNS)

Due Diligence

Acquire and Upload Data and Documents

Platform Goes Hard

Verify Data

Dry Closing

Project Plan For Any Additional Data Loads

Closing

Best Practices, Waterfall Setup And Other Training

Questions And Feedback

Learn How IMS Will Help You Save Time and Resources

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