Best Practice implementation flows

  • Gepubliceerd op Jan 29, 2026
  • 2 Gelezen minuut(en)
  • ND
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Implementation Start Up Phase

Implementation phase

  • After the Q&A session, the Support module will be activated. Until that moment, you as the implementation consultant are the first point of contact for the customer.

  • After Training 2, please schedule the customer follow-up between the completed second training and the planned Q&A. This is a moment to check in with the customer, see how things are going, and identify any urgent topics that shouldn’t wait until the Q&A.

  • After the Q&A session, set the next follow-up date 8 weeks ahead. From that point on, check in with the customer every 8 weeks. Please refer to the attached presentation for topics to prepare and discuss. Continue this 8-week follow-up cycle until the customer reaches their 1-year anniversary.


Implementation after-care phase

  • After Training 2, please complete the handover form CONS > After Implementation and send it to Timothy, Jeffrey, and Nouscha.

  • After the final contact moment of the first year, complete the handover form CONS > Service Team and send it to Timothy, Jeffrey, and Nouscha.

  • After each contact moment with the customer during the after-care phase, please add a note under ALG; customer engagement.

Checking customer activities

CRM module:

  • CRM – Login history: Are all users logging in daily?

  • CRM – Users: Are there one or more key users?

  • CRM – Tasks: What new tasks have been created?

  • CRM – Tickets: What types and how many tickets have been created?

Dossier:

Are there any notable items here, such as:

  • Unanswered emails

  • A lot of email contact back and forth with a colleague

Customer environment:

  • Have any new vacancies been created recently?

  • Have any new candidates been created recently?

  • Have any new procedures been created recently?

  • Are procedure statuses being updated?

Conversation openers

  • I’m calling to check in with you and see how you’re doing, and how things are going with your use of OTYS.

  • I noticed it’s been a while since we last had contact, so I wanted to check in and hear how things are going.

  • I’m calling without a specific agenda — mainly to see how you’re doing and how you’re experiencing the use of OTYS.

  • I see that you were implemented in xx, and I’m curious: how are you experiencing working with OTYS at the moment?

  • I wanted to briefly speak with you to hear what’s working well for you in OTYS — and what isn’t.

  • We spoke earlier this year/last year about an implementation or optimisation, and I’m calling to check in on how things are going now. We often speak in a functional context; this call is meant to be more personal.

  • We noticed that you’re not yet using ‘x’, so I wanted to check in and see how things are going for you.

  • We have a new dashboard item called ‘x’, which I’ve already set up for you.

  • We usually talk about content and functionality, but I’m especially curious how you’re experiencing OTYS at the moment.

  • How is the use of OTYS going overall? Are there any overviews or insights you’re currently missing in our ATS?

Conversation topics

  • Are you actively searching in OTYS Go? For example with Instant Match and Hunt&Select

  • Do the procedure statuses fit your recruitment process?

  • Do you feel like you have a good overview of procedures and follow up actions in OTYS Go!? Are you using other overviews outside OTYS Go!, such as Excel, Trello etc.

  • Do you receive applications from the website in OTYS Go? If not, why?

  • Is the NIXZ plugin being used to import candidates from LinkedIn?

  • What takes up a lot of time for OTYS users, for example because a task requires many manual steps?