A Guided Onboarding Experience That Gets Your Team Live in 4 Weeks
Software implementations in real estate have a reputation: months of setup, unclear timelines, and teams that revert to spreadsheets. Ï㽶´«Ã½'s onboarding is built to avoid every one of those things, with a structured, four-week process that gets your team confident and productive from day one.
Onboarding That Feels Effortless From Start to Finish
The biggest implementation risk it's adoption. Teams resist change when software feels complicated, unfamiliar, or disconnected from how they actually work. Ï㽶´«Ã½ eliminates these barriers with guided setup, role-specific training, and early wins that prove value before scepticism sets in.
Simple guidance at every step
No guessing what comes next. Your Customer Enablement Manager provides clear milestones and check-ins throughout the process, so your team always knows exactly where they are and what's required.
Set up support that removes manual work
Ï㽶´«Ã½ configures your budget structure, workflows, permissions, and approval chains. We import, clean and normalise your data. Your team reviews and refines, they don't have to built from scratch.
A fully prepared workspace from day one
Cost structures, budget templates, and project data are ready before training begins. Your team logs into a working environment, not an empty platform they need to figure out.
Training designed for each role
Generic software training wastes time and loses attention. Ï㽶´«Ã½ delivers focused, role-specific sessions: project controllers learn invoice approvals, finance teams learn liqudidity management, and developers learn project budgeting and tracking. Each user learns only what they need.
Early wins that build confidence
The fastest way to overcome adoption resistance is to prove value quickly. Within weeks, teams see faster approvals, clearer reporting, and fewer manual workarounds. Early wins create momentum that carries through rollout.
Your Four-Week Path to Go Live
Long implementations fail because they try to solve everything at once. Ï㽶´«Ã½'s four-week process focuses on what matters: getting your team live with the workflows they need, then expanding from there.
WEEK 1
Provide your project structure, team roles, and approval requirements. Ï㽶´«Ã½ configures your workspace, imports existing data, and prepares your environment so that you're not starting from zero.
WEEK 2
Take CapEx planning as an example - property managers, ESG managers, and facilities managers all make suggestions. Asset managers have to collate and bundle them, then run them up the chain to the investment teams, then secure the funds, allocate the funds, track execution, and report. All this is manual, all this is via Excel and email. Cost control is also manual.
WEEK 3
Role-specific training sessions prepare each team member for their workflows. Controllers learn budget tracking. Project managers learn invoice routing. Finance learns the liquidity forecast. Everyone practices in your actual workspace with your real data.
WEEK 4
Launch with the Ï㽶´«Ã½ team ready to respond. Questions answered quickly. Issues resolved same-day. The support continues as long as you need it and every time a new team member joins.
What Life Looks Like Once You Are Fully Live
The manual work disappears. Invoice approvals route automatically. Budget variances surface in real time, not weeks after the damage is done. Finance teams stop chasing PDFs through email. Project controllers stop rebuilding Excel reports every month.
When a UK investment manager digitised their invoice and budget tracking with Ï㽶´«Ã½, they cut manual reporting time by 50%. Their CFO now walks into bank meetings and pulls up budget versus actuals, cash flow trends, and cost forecasts at a click—instead of spending hours consolidating spreadsheets beforehand.
Everything You Need to Know Before You Get Started
These questions cover the most common considerations teams have before beginning onboarding.
We advise that these roles are present for the onboarding:
Project managers/controllers who will use the system daily
Finance/accounting team members
A designated Ï㽶´«Ã½ administrator who will manage user permissions, workflows, and master data
A few members from other impacted teams, such as investment managers, portfolio managers, or external project managers
We'll need your project structure, budget templates, contractor lists, and any existing data you want imported (invoices, contracts, cost breakdowns). Ï㽶´«Ã½ provides standardised import templates to simplify data collection.
Most teams spend 2-4 hours per week during the four-week process. The heaviest lift is gathering initial project data; after that, sessions are focused and efficient.
We configure your workspace, set up approval workflows, import your data, create project templates, and establish role-based permissions. Your team reviews and adjusts—we handle the configuration work.
Yes. Many teams begin with a pilot project or single team before rolling out across the portfolio. Ï㽶´«Ã½'s unlimited user pricing means you can expand without per-seat cost surprises.
You'll have a dedicated Account Manager for commercial questions and a Customer Enablement Manager for day-to-day technical support. The Ï㽶´«Ã½ Help Center, webinars, and in-app guidance provide self-service resources. Additionally, our support team responds quickly when you need direct help.
Start With Ï㽶´«Ã½ and See Your First Wins Within Weeks
Getting started is straightforward, fully guided, and designed to deliver measurable improvements before your first month ends.
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