Our customer success team make sure Noted meets your needs
Establishing your requirements
During the discovery process we meet with key stakeholders in your organisation to understand your organisational structure, current workflow, systems you rely on, and what other relevant factors we need to consider. We also create a project plan, document sign-off processes and stakeholder engagement plan.
Ensuring your business processes are locked in
In some cases providers have not formalised their business processes and workflows. Our experienced consultants offer a service to work with stakeholders to ensure that solid workflows are agreed on and ready to be set up in Noted, before configuration begins.
Meeting your high-level business needs
The Global Business Requirements process is to ensure that your organisation has its high-level needs met. This involves understanding global business rules, client pathway, and wellbeing aspects.
Configuring Noted for every team
In Noted, every team is configured so that they have the forms they need to support their workflow and to capture the information they require for operational and reporting purposes.
Our customer success team works with your in-house champion, team leads and managers to ensure that each team is set up to your requirements.
In-house project manager and super user
We require that you nominate at least one of your staff to lead the onboarding internally. They will coordinate your staff and provide us with a point of contact. They will attend meetings and organise training sessions.
We will work with the super user to ensure that they will become expert users of Noted. They will be responsible for training your staff and post go-live they will ensure that staff are using the platform correctly and provide tier 1 support.
In some cases the project manager and super user may be the same person.
In-depth training materials for every team
We will provide each team, at each provider, with training documentation, tailored to them, for reference and to support the onboarding of future team members.
Migrating your data into Noted
We import your data from your existing system(s) to ensure you can continue on seamlessly from where you left off.
New features and integrations
During Discovery, we may establish that you require additional services, such as integration with other systems you rely on, or features not yet released. On a case-by-case basis these can be included in your setup.
See what our customers say
“Noted’s discovery process is absolutely wonderful. They interviewed our team to understand our requirements and went away to work with the forms and workflow we had. When I saw the custom forms in Noted for the first time I thought - this is exactly what we were missing, access to up to date information on clients alongside easier reporting to funders.”
Chris Rosenbrock
“The support we receive from Scott and the Noted team is amazing. They are with us every step of the way, and there are just so many possibilities through Noted that we continue to uncover.”
Robin Kerr
“Thanks, thanks, thanks for making life a little easier. #datasaveslives”
Lesley Molia
“After searching for six years, I have finally found software that is a pleasure to use and can be tailored to ensure that my note-taking is quick and comprehensive.”
Dr Greg Harmsworth
