Step 1
Book a demo
See the platform, talk through the operational problems you want to solve and confirm whether YDP is a good fit.
Software onboarding & implementation
A practical YDP setup process — from workflow review to go-live.
Moving to a new operations platform should not mean forcing your business into someone else’s process. YDP onboarding starts with how your team already works, then configures the platform around your terminology, roles, workflows and priorities.
5clear onboarding stages
3setup tiers
1supported go-live
How YDP onboarding works
Configuration, migration, training and go-live — without the chaos.
We keep implementation practical. The aim is to understand the operation first, configure around it, move the right data, train the right people and test before the system becomes business-critical.
Step 2
Workflow review
We map how work currently enters the business, who handles it, how jobs move, what customers receive and where follow-up can be lost.
Step 3
Branding & configuration
YDP is configured around your terminology, workflows, roles, operational statuses and customer-facing experience.
Step 4
Data migration & user setup
Where appropriate, agreed legacy data is prepared and moved into the platform, while initial users and access levels are created.
Step 5
Training, testing & go-live
Your team is shown how to use the system, key workflows are tested and the platform moves into live use with support around the transition.
Software implementation built around the operation
We configure the platform around your business — not the other way around.
The onboarding process is designed to reduce disruption and give the team a clearer route from the systems and habits they use today into one connected operational platform.
Current-state review
We look at how enquiries, jobs, teams, customers, payments and follow-up are handled now so configuration starts from reality rather than assumptions.
Terminology & process setup
Status names, job types, operational steps, permissions and customer-facing workflows can be aligned to the way your business works.
Business identity
Where relevant, YDP can be configured with your branding so customer and team-facing areas feel like part of your operation.
Users & permissions
Initial operations, admin, management and field users are created with access appropriate to their role.
Data migration
Bring forward the history that still matters.
Legacy data can be valuable, but not every old record needs to move. YDP onboarding focuses on useful operational history and agreed migration scope rather than blindly copying everything into a new system.
Up to 3 months of standard data migration is included within the normal onboarding offer where the source data is suitable.
Older operational history can be assessed separately if the business needs deeper legacy access.
Migration works best when the source data is structured, accessible and consistent enough to map into the new platform.
More complex legacy migration or bespoke transformation can be quoted separately before work begins.
Training & testing
Get the team comfortable before the platform becomes critical.
Implementation is not finished when the configuration is built. The important part is making sure real users can follow the workflows confidently and that the setup behaves as expected.
Role-based walkthroughs
Office, management and field users can be shown the parts of YDP they actually need rather than being overwhelmed with the whole platform.
Workflow checks
Key journeys are tested using realistic scenarios before live use, including bookings, allocation, customer communication and commercial follow-up where relevant.
Supported transition
The team moves into the live environment with clear expectations about what changes, what stays the same and where support is available.
Early adjustments
Small operational refinements can be identified once real users begin working in the configured environment.
Setup tiers
Setup with the right level of heat.
Not every business needs the same level of onboarding. Your setup fee scales with the complexity of the operation and the amount of configuration, migration and rollout support required.
ESSENTIALS
£295
For simpler setups
- Standard configuration
- Core workflow setup
- Basic user setup
- Light onboarding & training
ENHANCED
£595
For growing businesses
- More tailored workflows
- Additional roles & permissions
- Expanded onboarding support
- Additional training
ADVANCED
£895
For more complex operations
- Advanced configuration
- Multiple workflows
- Deeper onboarding & rollout support
- Priority implementation planning
Thinking about switching systems?
Show us how the business works now.
We’ll talk through the current workflow, what needs to move, who needs access and what a sensible YDP implementation would look like.