Getting Started

  1. Decide on your URL and complete the account provisioning form. Jadu will require this to provision your sandbox and live accounts.

  2. Purchase your SSL for your MyAccount domain - Jadu will require this as part of the live CXM account creation process.

  3. Identify your project team. Do you have the right people to deliver digital transformation?

  4. Determine your first case types. Do you have the current process documented as a basepoint for designing your first case type in CXM?

  5. Obtain or track the metrics for your first case types - to enable ROI to be calculated later on.

  6. Arrange the training dates for your project. If you have Jadu XFP do you have the skills in your project team to build XForms. Are you aware of the latest features, do you know how to use them?

  7. Identify your current online forms - where are they submitted to / are there any systems they currently update / what are the volumes of the forms?

  8. If you are an existing Jadu CMS customer are you upto date with your Continuum releases? If not then you will need to arrange an update release so you can take advantage of the latest functionality.

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