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Onboarding Guide

Onboarding Timeline

Typical Implementation Timeline

Most Rubric implementations follow this structure:

Week

Phase

Key Activities

Week 1

Preparation

Contract signed, workflows spreadsheet prepared

Week 2

Kickoff & Discovery

Kickoff call, timeline confirmation

Week 3–6

Workflow review

Workflow documentation and review, modules scoped, integration identified

Week 6-10

Training & Platform configuration

Platform build, integration implementation
4-5 structured training sessions delivered in parallel with data imports and configuration

Week 11-12

Testing & Launch preparation

End-to-end testing, data validation, go live

What Affects Your Timeline?

Your timeline may vary depending on:

  • Complexity of workflows

  • Number of modules implemented

  • Speed of feedback and approvals

Tip: Faster feedback = faster launch

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