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Getting Started

We are here to help every step of the way. We help you through the entire process from loading your clients and contacts data through to customizing the document templates and explaining how to create system outputs for your business needs. We offer comprehensive training and resources to ensure you get the best from your new system.

Data setup and document templates: (optional)

Our team will supply you with an easy to use step by step guide on all the information you need to supply us. We will talk you through how this is done and ensure you understand what is required and how this data will be used in 3i Platform. At the end of this session an installation schedule will be agreed including key deliverables form both sides.

Training: (optional)

Our clients find that our simple to use interface and training videos is more than sufficient - however one on one or group training is available if you require it. We find the most cost effective method is to use state of the art remote viewing software to log onto your screen and have a dedicated trainer work with you and your team remotely at times convenient to you. This allows us to have training targeted to specific people and groups. The average person's attention span is 20 minutes so we try to keep sessions limited in time for this reason.