Put UPGEAR to work across your whole business.
Bring across the records you need. Get each team ready for its own work. Go from the first live jobs to the routines you rely on every week and month.
Go-live is day one. The finish line is the day your team runs it without calling us. →Start with the work you want to improve.
Visits and collections first? Stores, payroll and renewals too? Tap each tile: now, later or not needed. Your plan builds on the right.
Bring the right records across, and know they're right.
Like shifting house: not everything goes in the same box. Every file gets one of four cartons, and the person who owns it checks the total.
A clear next step for every team.
Six stops. The road doesn't end at “you're live”. It ends when month-end, payroll and renewals have run too.
Each team learns the work it will actually do.
Training on a normal day is easy. A team is ready when it handles the bad day alone. Pick a team, run its bad day, and its key goes on the board.
Set up is one thing. Used every day is the other.
UPGEAR tracks what is set up. Together we review what people can now do, and what's still waiting for its first month-end.
Keep the knowledge when the team changes.
Every critical desk gets a backup who has practised the same work. New joiners get a role card, one practice job and a help route.
Know what the move asks of your team.
Three clocks set the pace. We give you dates after we've seen your files, and the first live work and later month-end checks get separate dates.
Before you switch.
We give you dates after we see your files, the workflows you chose, your branches and your team’s availability. The first live work and later checks like payroll get separate dates.
Which work would you like to run better in UPGEAR?
Tell us what you use today, which teams are involved and where it gets difficult. We'll turn it into a rollout plan with owners and dates.