Step 1: Sales Process
Connect with a member of our sales team to learn more about Info-Exchange’s functionality, including a customized demo of the software, and receive support to help you make a decision.
- Discovery call
- File analysis and solution presentation
- Evaluate and decide
- Prep for implementation
- Signed contract
Step 2: Onboarding Plan Design
Your journey begins with an introductory call with your dedicated onboarding specialist. We’ll work with you to develop a detailed onboarding plan with achievable timelines and visibility into all key tasks to ensure a smooth transition.
- Who + What + When + How
Step 3: Setup and Preparation
Your dedicated onboarding specialist will set up your Info-Exchange account and ensure first login success. Live webinar training will be facilitated for your team members. All portfolio data will be loaded into Info-Exchange in preparation for first product usage.
- Account Set Up
- Customer Training
Step 5: Review and Adjust
Your Info-Pro account manager will request your feedback resulting from your first product usage and will work through any necessary adjustments for continued success.
- Check-in + Feedback + Customize
Upon executing the contract, Info-Pro will begin implementation support immediately with a dedicated Onboarding and Data Analyst Specialist. Setup involves access to the Info-Pro system, participation in customized 1-on-1 webinar training, and preparation of the existing portfolio data file. This phase is typically completed over the course of 30–60 days.
First usage timing is customized to your specific portfolio and its tax payment schedule. An implementation plan is designed to complete setup and execute internal change management of all functions in advance of first usage.
Info-Pro’s Compliance Narrative contains an overview of company history and direction as well as policies and procedures frequently evaluated as part of a sound vendor management review. This includes BCP/DR, information security, financial information, and more.
Info-Pro’s contracts are provided in Microsoft Word format to allow for collaboration in track changes mode for language requests, comments, and questions.
Info-Pro’s services are supported by its web-based platform and functions alongside any core system. We have customers on all major core platforms.
Info-Pro has data connections with all major core platforms designed to automate functions such as manual data entry. Upon kickoff of implementation, your designated Info-Pro Data Analyst will discuss data connection opportunities between Info-Pro and your core and will work with you through setup, testing, and implementation of the automation.