A Holistic and Clearly Articulated Process for Successful Onboarding and Implementation

Cardinal has a formal lead to client take-on process, from the first engagement to the execution of live running solutions. The engagement with the business development team is governed through the “SLC” Sales Life Cycle process.

As part of the company presentations, the SLC process is clearly articulated to ensure alignment of expectations. The business development team works closely with the Cardinal Professional services delivery team to ensure a smooth handover once the commercials are agreed.

Cardinal Professional services have perfected the new client onboarding process, which is articulated through the “SILC” System Implementation Life Cycle process. One of the first steps in this process is to conduct an Alignment session with the client to ensure there is a clear understanding of objectives, deliverables, and timelines.

Through these processes and alignments, we have successfully implemented a multitude of new client take-ons of various sizes and complexities.

Partner with Cardinal and experience the difference.

“Alone we can do so little, together we can do so much.” – Helen Keller