The aim of onboarding is to map your current communication forms and processes in Scompler (including a strategic outlook if necessary). We recommend the following approach:

• Transferring the elements from your editorial plan to Scompler
• Setting up, adapting and recommending strategy parameters and contribution types with regard to taxonomies and use of functionalities (briefings, evaluations, etc.)
• Setup and recommendations for the structure of the theme plan
• Setting up access for users and authorizations as well as roles for team members with regard to your workflow

Setting up the required views (topic plan, editorial plan, dashboard, menu items for individual roles)