Phase 6 focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implementation. You will also receive tools to assist with scaling your business and staying up-to-date with new releases and trainings on new features.

Phase Goals

  • Understand how to self-audit your database
  • Understand how to use Support Center and Ticketing system
  • Timeline: 1 week

What to prepare for next?

  • Attend ongoing education webinars
  • Ensure DWM Tasks are assigned and being completed

Additional Resources