Implementation

Rollout — what we need from you

Reducing “failed rollout” fear: a simple sequence most Tier 1 teams can run alongside existing programmes — exact timelines depend on scope; this is the shape of the conversation.

1. Align on scope

Pilot region or programme, roles in scope (e.g. climbers vs wider field), and which clients’ rules we mirror for RAMS and packs.

2. People & access

Named admins for ops and finance, plus how subcontractors vs primes are scoped — ties to governance expectations on the Enterprise pages.

3. Data you bring

Engineer lists and accreditation references, company / contact hierarchy for CRM, and any framework IDs you want on deals for reporting.

4. Integrations

Xero tenant connection where invoicing automation matters; WhatsApp / Twilio for dispatch patterns you already use.

5. Go-live & hypercare

Parallel running on a thin slice of jobs until HSEQ and ops sign off — then expand waves.

Plan a pilot → Integrations →