Seamlessly transition to your new Equinox IPMS system
Discover how our onboarding team supports you
We'll work with you to learn how you want your system setting up, and advise on how we can configure it to optimise your admin processes.
Then, we'll carry out the agreed configuration work. This could include case reference formatting, pre-set task configuration, charge sheet setup, template creation and more.
First of all, we will assess the format of your portfolio data and create your migration plan.
Before migrating your data across to your system, we'll clean up the formatting and test it ready for import.
Once we've completed all the prep work, we'll migrate your data across to Equinox IPMS ready for your agreed go-live date.
We deliver training that's tailored to the way you'll use Equinox IPMS. So that you feel confident using the system before you go live, we'll host the sessions at a time that makes the most sense to you. If you need refreshers or have more complex training requirements, just let us know.
Before and after you go live, you'll have access to our Help Centre. Here you'll find detailed feature guides and training videos to explore at your own pace.
Once you've gone live, we'll help you settle in to your new system. You can ask us questions and book in more training if you need. Then, we'll introduce you to our support team who will be your go-to for queries and help throughout your subscription.