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Onboarding & support

Start with one useful workflow.

We’ll help your team understand workflow fit, access, and the steps to get started.

A practical starting point

From the work you need to the way your team works.

01

Identify the work

Start with the research, proposal, or field preparation your team wants to improve. Discuss the people involved and the result they need.

02

Prepare relevant material

Identify the project records, instructions, and selected examples that support the workflow. The starting material depends on the work.

03

Introduce the team

Establish how your team will prepare work, inspect supporting material, and review drafts and suggested actions.

04

Review and refine

Use ongoing support to resolve questions, refine working practices, and discuss additional workflows as your team’s needs develop.

Your next project

Bring your next project
into the conversation.

Tell us what your team needs to research or prepare. We’ll discuss workflow fit and access.