When you join Dexibit, we'll guide you and your team through the onboarding experience to pull together your data, unlock transformations, visualizations and designs and to begin sharing these with your stakeholders

Usually, we set aside the first 90 days for the onboarding process, during which we'll conduct a series of working session to get everything setup, in parallel to technical work to integrate your systems.

Following, we'll transition into a regular business review cadence.

Ideally, we'll plan out these working sessions from your kick off date to take place every couple of weeks. Depending on your source system integrations and any business deadlines, we might change up what order we deliver these in.

At this session, we'll cover an introduction to Dexibit for those new, a demonstration of a proof of concept with your real data if available, the plan ahead for onboarding and set objectives and expectations for success together.

📨 Invite
Core project stakeholders.

📝 Preparation
Send through your visitation history for each location, ideally on a daily granularity and preferably back to the start of 2019. You're also welcome to send us any manual data or source system extracts you have (such as footfall, ticketing, membership and retail).

At this session, we'll get into collating credentials to your source system, discussing rules for how you recognize metrics such as visitation and revenue, any transformations for your data such as renaming or derived metrics and we'll overview the data integrity testing and acceptance process.

📨 Invite
System owners or administrators, including technical staff and where possible, social media manager and website administrator

📝 Preparation

Share any as built or other documentation you have for your systems, or any information on business rules you have at hand. These can also be recorded in Dexibit under Dexibit > Admin > Venue > Notes.

At this session, we'll design together a starter collection of dashboards and reports ready to automate. Here, we'll begin discussing what opportunities you'd like to involve dashboard and reports for, what data is useful to support these and what design preferences you have. For some we have existing templates to leverage, for others, we'll be working from the inspiration of what you're looking for.

📨 Invite
Key data consumers.

📝 Preparation

Send through any existing reports you'd like to recreate in Dexibit.

At this session, we'll set targets or potentially determine them together if you don't already have targets in play, and talk about the differences between forecasts, goals and guidance; when and how to use them through strategic and operational planning.

📨 Invite
Those responsible for strategic and operational planning, and the setting or tracking of targets (including the target owner), including from finance.

📝 Preparation

Send through any existing goals you'd like to load in Dexibit (ideally a few working days prior to your session). Once we have at least 12 months of daily visitation data from an upload or integration and visitation is data integrity accepted, we'll also activate machine learning forecasts.

At this session, we'll bring together everyone for a walkthrough of how to use Dexibit. It's useful for everyone to attend this at their desk so they can click along with the training rather than just watching.

📨 Invite
All intended users of Dexibit attend and can be recorded for your new team member onboarding process. If you have lots of users, we can split this session into two or more, including one for advanced users.

📝 Preparation

Send through a list of users to add (or you can add these yourself under Dexibit > Admin > Users > Add).

There's a number of ways to bring data into Dexibit and depending on this method, tasks to complete to activate data.

You might want to provide manual data such as spreadsheets for upload. Generally, it's fine to send this data to us in whatever format it exists in. If you have a regular data upload (such as manual footfall counts from a clicker counter), we might prescribe a template to make this easier.

Please avoid sending personally identifiable information (such as visitor names or contact details) and do not send PDFs or Word documents.

We'll ask your system owners to help authenticate integrations for:

You'll find help articles in this site for each of these. Generally, these can be done in a few minutes by a system owner for the platform who has user permission to give access.

We'll ask your system owners and administrators to provide access credentials, any documentation and data integrity inspection for:

For these systems, we'll ask for you to enter the access credentials in Dexibit via Data > Platform so that these are transferred and held securely. You'll find help articles in this site on the requirements for these systems.

While we're integrating, we recommend sending us an extract of your data (ideally item level) to fast track time to value from your data while integrations are progressing.

Once we have established a connection, we'll work through with your team on:

Depending on your data source and vendor, we may have suggestions on some of these items based on our Dexibit best in class methodology.

Where possible, we'll backdate this data to the beginning of the year or beyond.

Once your integration is connected and data sorted, we'll ask your team to test data integrity. To do this, we suggest taking a longer period of time and analyzing totals, then if problematic, a shorter period of time and analyzing individual line items. We suggest:

You'll automatically access Dexibit unified data such as for benchmarks.

We'll also provide a starter almanac of public holidays and school terms.

We'll connect other third party data feeds included in your subscription or add ons, such as weather. Where possible, we'll backdate this data by at least 12 months.