Transition to a new system without disruption
Switch to Re-flow at a pace that suits your business
Re-flow’s UK-based team work with you from the first scope and stay with you after go-live. You agree who does what before anything is built, choose how to roll it out – a pilot team first, a phased rollout, or everyone at once – and close the project against success criteria you set at the start.
Agree the plan before anything is built
Too often, setting up a new system adds to the workload of people who are already very busy – with little thought for how to manage it. Before anything is built, Re-flow carefully agree with you the first scope, the responsibilities on each side, and the information and connections that need to be ready.
Start from how you work now
Discovery sessions cover your current forms, procedures, and reports. The team then build or adapt Re-flow to fit them, while looking for opportunities for improvements. The end result is that your teams see forms and more that look like the ones they already use.
Know who does what on each side
A named Re-flow project manager collects your requirements, manages the project budget, and tells you about any possible variations in good time. On your side, two or three champions own the requirements and the internal rollout.
Note: Bespoke forms, reports, and integrations beyond the standard package are delivered as professional services hours.
Re-flow has allowed us to literally copy-paste our existing forms into a digital system, which made all that transition much easier for everybody.
Choose how you go live
No two businesses work the same way, and the right way to switch depends on how your business is structured. You agree the go-live approach with Re-flow, and the date isn’t set until you’re ready.
Pilot with one team, or roll out in phases
Many businesses start with one branch or region, where real jobs and real users test the processes, forms, and reports before anyone else goes live. Others roll out region by region, or by department.
Keep the old process running where it matters
Go-live usually involves some parallel running, particularly for timesheets and inspection forms.
Train champions to train everyone else
Your champions are trained under a train-the-trainer model, so knowledge stays inside the business and doesn’t depend on one administrator. Re-flow can also deliver end-user training directly.
Confirm when you’re ready
You confirm in writing that you’re ready to go live.
Note: On-site training delivered by Re-flow can also be offered as a chargeable extra.
Core Highways rolled Re-flow out across five businesses, each with different processes and ways of working. By taking a phased, region-by-region approach and involving teams throughout, Core Highways brought 34 depots and more than 1,200 users into one consistent way of working, while reducing admin overhead by 40%.
Settle in with ongoing support
Inevitably, once you’re up and running on live jobs, questions come up – and new ones keep coming as your business grows. Re-flow’s team are here to support you.
Know who to ask before you go live
Your project manager will introduce you to your new support team, show you how to log a ticket, and document your set-up so support can see how Re-flow has been configured for you.
Reach a UK-based team during your working day
Support is available by phone Monday to Friday, 8.30am to 5.30pm, and the knowledge base is open at any time.
Close the project against your success criteria
Success criteria go into the project specification. After an agreed period of closer support, the project closes once you confirm in writing that they’ve been met, and a meeting with your account manager hands things over.
Keep improving after the project closes
The Re-flow team are here to support you as you build your operations for the next stages of growth.
It doesn’t feel like a business transaction… it actually feels more of a partnership.