Onboarding & Implementation
What to expect in the first 30 days
A typical rollout focuses on getting core workflows live and usable. We handle the heavy lifting so your team can start seeing value immediately, not months from now.
From fragmented tools to a unified platform
Most economic development organizations manage projects across spreadsheets, email chains, and disconnected databases. Incenti replaces that complexity with a single, purpose-built platform — and we get you there in 30 days, not 30 months.
Structured process
A clear, phased implementation plan with defined milestones. We know what works because we've done it before across organizations of every size.
Hands-on guidance
A dedicated implementation team works alongside your staff. We don't hand you documentation and walk away — we're with you through every step.
Built for iteration
Start with core workflows and expand from there. The platform is designed to grow with your organization, not lock you into a rigid structure.
A proven 30-day implementation process
Every EDOS rollout follows a structured, three-phase process designed to get your team live and productive within 30 days. We handle the technical setup so your team can focus on economic development.
Foundation
Define priorities and prepare your environment
We start by understanding your organization's goals, current workflows, and data landscape. Together, we configure your EDOS environment, set up user roles, and define the intake workflows that will power your operations.
Core Workflows
Launch intake, tracking, and prioritization
With the foundation in place, we activate the workflows your team will use daily. This includes project intake forms, pipeline tracking, incentive management, and reporting dashboards — all configured to match how your organization actually operates.
Enablement
Review, refine, and prepare for ongoing use
In the final phase, we review platform usage, refine workflows based on real feedback, and ensure your team is confident and self-sufficient. By the end of week four, EDOS is fully operational and your team knows how to get the most out of it.
30days
Implementation timeline
3phases
Structured rollout
1team
Dedicated to your success
100%
Of data imported for you
Guided onboarding tailored to your organization
Every deployment is managed by a dedicated implementation team that understands economic development. We handle the configuration, data migration, and training — your team just needs to show up.
Environment configuration
We configure your EDOS instance to match your organization's structure, branding, and workflow requirements. Every deployment is tailored, not templated.
- Custom branding and domain setup
- Organization hierarchy configuration
- Workflow and form customization
Data migration
We import your existing project data, incentive records, and contact information. No manual re-entry required — your history comes with you.
- Spreadsheet and database imports
- Historical project data migration
- Contact and stakeholder mapping
User provisioning
Set up users with the right roles and permissions from day one. Integrate with your existing identity provider for seamless access management.
- Role-based access configuration
- SSO and identity provider integration
- Department and team structuring
Workflow activation
We activate your core workflows — project intake, pipeline tracking, incentive management — and validate them with your team before going live.
- Intake form and submission setup
- Pipeline and stage configuration
- Approval workflow automation
How Incenti compares
Traditional enterprise software takes months to deploy. Incenti is designed to deliver value from week one.
| Incenti EDOS | Typical Enterprise | |
|---|---|---|
| Time to go-live | 30 days | 6–12 months |
| Data migration | Handled for you | Self-service |
| Training | Included | Extra cost |
| Dedicated support | From day one | Post-launch |
| Workflow customization | During setup | After deployment |
Dedicated success managers and priority support
Onboarding doesn't end at go-live. Every Incenti customer gets a dedicated success manager and ongoing support to ensure your organization continues to get maximum value from the platform.
Dedicated customer success manager
Every organization is assigned a named success manager who knows your setup, your goals, and your team. They're your single point of contact for anything platform-related.
Priority support channels
Reach our support team directly through dedicated channels. No ticket queues, no chatbots — real people who understand economic development and the EDOS platform.
Ongoing training and enablement
As your team grows or workflows evolve, we provide additional training sessions. New hires get brought up to speed quickly with guided onboarding resources.
Quarterly business reviews
Regular check-ins to review platform usage, discuss new features, and align on your organization's evolving needs. We proactively identify opportunities to improve your workflows.
Platform updates and enhancements
EDOS is continuously improved based on customer feedback and industry needs. Updates are deployed seamlessly with no downtime and no action required from your team.
Knowledge base and documentation
Access comprehensive documentation, video walkthroughs, and best-practice guides. Your team can self-serve on common questions while knowing support is always available.
Support response
< 4 hrs
Priority response time
Success manager
Dedicated
Named contact for your org
Business reviews
Quarterly
Proactive optimization
Get Started
Ready to see the process in action?
Schedule a walkthrough with our team. We'll show you the implementation process, discuss your organization's specific needs, and outline what the first 30 days look like for you.
30-day implementation
Go from kickoff to live platform in four weeks with our structured, phased approach.
Full-service onboarding
We handle data migration, configuration, and training — your team focuses on their work.
Ongoing partnership
A dedicated success manager stays with your organization long after go-live.