Client setup and migration
Getting your organisation set up on Elevate.
Moving your training onto a new platform should not land on one person. Here is how we work with you from first conversation to rollout.
- 01
Discovery
We go through how your training is recorded today, which roles need which training, and what has to be in place before you move.
- Your current records and where they live
- Roles, sites and reporting lines
- What matters most to get right first
- 02
Organisation configuration
Your platform is set up around your structure rather than a generic template, with your branding applied.
- Teams, sites and permissions
- Administrator and manager roles
- Your logo and colours
- 03
Agreed record imports
We agree in advance which existing records come across, in what format, and check them with you before they go live.
- Learner details
- Existing certificates and completion dates
- Renewal dates where they are available
- 04
Administrator training
Practical sessions for the people who will run the platform day to day, so your team is not left to work it out alone.
- Assigning and scheduling training
- Running and sharing reports
- Adding and managing people
- 05
Rollout support
Support as you bring learners on, with a plan for how people are introduced to the platform.
- Phased or full rollout
- Learner communications
- A point of contact as you go live
Timescales and scope
Setup depends on the size of your workforce, the state of your current records and how much you want to bring across. We agree the scope, what is included and the timings with you in writing before anything starts.
Next step
See Elevate with your own sector in mind
A short, no-obligation walkthrough of the platform using examples relevant to your organisation. If it isn't a fit, we'll tell you.
- A live walkthrough, not a slide deck
- Questions answered by someone who knows the sector
- A written follow-up with what we discussed
- No obligation to go further