Step 01
Demo and fit review
Review portfolio size, current workflow, priority modules, reporting needs, and support expectations before any onboarding decision.
Customer onboarding flow
A careful onboarding path from demo to controlled launch.
iKOTB onboarding is designed to move gradually: understand the operation, prepare data, train admins, review portal visibility, launch in a controlled way, and then improve based on real feedback.
Step 02
Data readiness planning
Prepare clean property, owner, tenant, lease, rent, maintenance, and document records before import or manual setup.
Step 03
Admin setup and training
Confirm admin access, key workflows, safe use of internal notes, documents, and reporting before owner or tenant access is introduced.
Step 04
Portal visibility review
Review owner and tenant portal visibility carefully before inviting users or sharing documents, notices, inspections, and statements.
Step 05
Controlled launch
Launch to a controlled group, track feedback, resolve issues, and confirm support paths before broader use.
Step 06
Post-launch review
Review support questions, missed workflows, export needs, finance approvals, security items, and future scale planning.
Controlled rollout
Launch readiness comes before scale.
The safest onboarding process keeps finance, billing, portal visibility, support, documentation, and security review visible before the platform is used broadly.
Onboarding does not start live billing automatically.
Owner and tenant portal access should be reviewed before invitations are sent.
Payment activation and multi-organization restructuring remain separate approval decisions.