Standard Process for Implementing Travelmanager
To integrate Travelmanager successfully into your organization, we recommend the following process:
- Cloud account installation: PHCOM sets up your account in the background, so no action is required from your side at this stage.
- Basic setup of the admin account: After installation, the admin account is configured to provide the foundation for managing the system.
- Initial user training: During the first training session, you are introduced to the core functions and set up master data such as tenant names and logos.
Advanced User Training and Configuration
As the implementation continues, additional training sessions and configuration steps are carried out:
- Master data setup for resources: You learn how to manage stations, payment methods, and other resources.
- Line setup: You are introduced to the options for configuring lines so that your tours and trips can be planned efficiently.
- Header and footer setup: Document headers and footers are adjusted to create a consistent appearance across your documents.
Finalization and Documentation
The following steps are important when preparing the transition to live operation:
- Adjustment of forms and templates: Templates are reviewed and adapted to match your operational requirements.
- Definition of automation settings: Automation options are configured to streamline recurring workflows.
- Go-live: Once the required setup steps are complete, the system is moved into live operation.
We recommend creating a user manual that documents your individual processes and workflows. This makes daily use of the software easier and provides your team with a clear reference.