The 2iBi Customer Journey

The 2iBi Customer Journey is a sequence of steps that all 2iBi clients go through to ensure ultimate satisfaction.

Learn more about the stages of this journey:

1. Discovery Call

In this call, our Sales Development Representative (SDR) tries to find out from the client what their biggest challenges are, allowing us to get to know them better and prepare the diagnosis

2. Diagnostic

In the diagnostic, our Account Executive and SDR meet with the client to diagnose the existing challenges and recommend the solution that best meets the client’s needs.

3. Demonstration

In the demo, the client gets to know the solution they will be working with, and adjustments or adaptations are defined to bring even more value to their business.

4. Action Plan

The customized Action Plan contains the proposed strategies, the implementation plan and a chronogram of activities, the necessary investment, and the expected return.

After the client’s acceptance of the Action Plan, we start the implementation cycle.
In this cycle, we divide the project into several weekly sprints, using the best practices of the Agile Scrum methodology that we use in order to deliver results in a faster manner.

5. Planning

We design and deliver a schedule of activities distributed in weekly sprints.
The objectives and intended functionalities are prioritized according to the client’s needs, with new functionalities being delivered every week.

6. Analysis

In the analysis, our team is dedicated to understanding the specificities of the business and define the configurations that will be performed to meet the requirements.
In this phase, we also collect data from clients to import information into the system, making the implementation faster and reducing any doubts that may arise in the future.

7. Implementation

Based on the previous phases, this is where 2iBi’s consultants and technicians install and configure the software to meet all the client’s needs, already registered in the previous phases. It is also here that the 2iBi programmers make the necessary developments to meet the client’s needs.

8. Training

The client’s team needs to know how to generate value with the implemented solution. That is why this phase is extremely important, since it allows the team to become autonomous and efficient with the implemented systems.

9. Support

At 2iBi, we want long lasting relationships. After the implementation and training, the users always continue to have the support of the 2iBi team.
Users have access to unlimited technical assistance with 24h response by phone or remotely without ticket limits by a team of consultants specialized in ERP and all 2iBi solutions.

Are you ready for this journey?

At the end of the journey, the 2iBi client gets everything he/she needs to continue growing and developing his/her business.

Furthermore, this journey is cyclical – with daily and constant contact with the client, 2iBi is always attentive to other functionalities that can contribute to improve performance and productivity.

This follow-up allows a close relationship and continuous delivery, with the client returning to the diagnostic phase whenever necessary.

If you feel that this journey can improve your company’s results, get on board now and schedule your free diagnostic.