Onboarding easyKost
Setting up the platform
The very first thing we do with new clients is setting up their own easyKost platform. In fact, each client has their own easyKost environment that is completely private and only accessible by them. Within this environment, accounts for different users are created using each person’s work email. The users are then invited to create their own password to be able to log in to their accounts.
Assigning profiles
Once all the accounts are created, profiles can be assigned to different users based on how the client wants to manage their platform. Usually there are two profiles: Administrator and User. In general, a person with administrator rights can do anything on easyKost: creating models, adding new users, etc… Whereas a regular user usually can only create new estimates and reports.
Training session
Training sessions are scheduled right after signing the contract with the client. Depending on the number of users, one or more sessions will be made. One session usually lasts between 3 to 4 hours.
Training agenda
- Introduction to easyKost
- Live navigation on the software while explaining all different features and functionalities
- Creating and analyzing a model
- Understanding and estimation
- Case study (based on the client’s products)
- Questions and conclusions
Creating the first models
During the first couple of months, we help our client with creating their first models on easyKost. A model is created using the client’s own historical data which can be a tedious work since most data (cost-drivers) are in general scattered in different places.
The cost-drivers are defined based on the category of products of the client based on our experience (if we already have worked with similar products) and the client’s experience as well.
Once the data for all these cost-drivers are found and consolidated in clean excel sheet, a model can then be created and used by the client.
All articles