Your client manager will work with your team to ensure that your existing processes are transferred to CHALK, ensuring you get the full benefits from the platform. This ensures that your CHALK Process Automation Platform is widely used and accepted by all stakeholders, so you can reap the benefits of automating your policies and procedures. This is what we do to make this happen:
Dedicated Client Services Team
Our experienced client services managers live and breathe automation. Your school will be assigned a client services manager who will be dedicated to your school, assisting you through the set up of CHALK and along each step of the way of your implementation.
Review of Existing Policies & Procedures
At the commencement of your implementation, your client services manager will review your existing processes to ensure that CHALK saves time and improves quality for all of your stakeholders – leaders, administrators and teachers.
Custom Configuration of Tools & Settings
CHALK provides you with the tools that your professional services team need to manage the processes that you have decided needed to be followed. Your client services manager will take you through these tools to make sure that they work for you, adjusting functionality as required.
Document Upload
CHALK provides you with a structured, searchable document library which provides information to your teams. Your client services manager will take you through uploading of documents and the standard settings for scheduled document reviews, classifications, and any validation processes that you may want to implement.
Key Events Upload
Your client services manager will work with you to understand when things need to happen. It might be a scheduled thing, like an annual quiz on your child protection policies, or something that happens in the day-to-day execution of your position – like offering a candidate a role. Your client services manager will make sure this all goes into CHALK, allowing you to automate that process from now on.
Staff Training
Depending on your requirements your client services manager will train key members of your staff on how to set up and manage all things CHALK including personal actions, scheduled actions, event-driven actions and creation of associated tasks.
what our clients say
"We implemented CHALK across both our schools during Term 4 2020 and now have all our policies and procedures in their easy to manage platform. The system provides automated workflows to ensure each document is periodically reviewed and updated by the right people within our organisation, with all our workflows and approval processes built into the platform." Read More >