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Standard procedure for the implementation of the Travelmanager software

To successfully integrate the Travelmanager software into your company, here is the recommended procedure:

Installation of the account in the cloud: This step is performed by PHCOM in the background, so you don't have to worry about anything.
Basic setup of the admin account: After installation, the admin account is set up to make administration easier.
First user training: In the first training session, you will be familiarized with the basic functions and set up the master data such as client names and logos.

Advanced user training and customization

In the further course of the introduction, further training and adjustments are on the agenda:

Setting up master data for resources: Here you will learn how to manage stations, payment types and other resources.
Setting up lines: You will be introduced to the possibilities of line design in order to plan your trips optimally.
Header and footer: Adjustments to the documents ensure a uniform appearance.

To make the transition to live use, the following steps are important:

Customization of forms and templates: Here you can make sure that all templates meet your requirements.
Defining automation: Automation options are configured to optimize the workflow.
Live operation: Once all steps have been completed, the transition to live operation takes place.

It is recommended to create a user manual documenting your individual processes and workflows to facilitate the use of the software.