shared · due 10 July 2026
Run kickoff meeting
Set expectations, support paths, priority examples, escalation path, and takeover timeline.
in progress
Healthcare account
Onboarding
Account manager Grace Wendell
New client onboarding
Aurora Medical Group service journey.
Work through one stage at a time. Each stage shows what is needed, who owns it and which dependency must clear before work can move forward.
Current stageIntake & creditTarget go-live 03 Aug 2026
0/6 stages complete
1/11 tasks complete
Journey overview
Know what happens next
The workflow advances when the required evidence from the preceding stage is complete.
01Intake & creditIn progress→
02KickoffDepends on prior stage→
03Service takeoverDepends on prior stage→
04Systems setupDepends on prior stage→
05Go-live readinessDepends on prior stage→
06HypercareDepends on prior stage
Needed from client
shared · due 15 July 2026
Secure credential handover
Collect credentials through approved secure channel and rotate high-risk shared/admin credentials.
blocked
shared · due 30 Aug 2026
Run first 30-day hypercare review
Review onboarding issues, recurring requests, user sentiment, risks, and next QBR actions.
not started
Infinet work in progress
infinet · due 08 July 2026
Confirm credit decision and payment terms
Use credit application outcome to determine standard terms or upfront-only invoicing.
ready
infinet · due 08 July 2026
Send mutual NDA if required
Use eSign workflow to send the NDA before sensitive technical handover.
ready
infinet · due 12 July 2026
Request incumbent IT takeover pack
Request tickets, network diagrams, warranties, policies, licenses, credentials, backups, servers, devices, telephony, and notes.
waiting client
infinet · due 16 July 2026
Create HaloPSA customer and contacts
Stub integration target: create customer, sites, contacts, agreement context, and authorised-contact flags.
ready
infinet · due 16 July 2026
Create Xero customer and payment terms
Stub integration target: create legal entity contact and apply credit/upfront-only terms from credit decision.
ready