Cloudpilot is how organisations move onto Cloudathlete. It is a discovery, consultative and implementation service, not mainly an administration screen, and it is delivered with your team according to a scope agreed at the start.
Understanding your organisation
Every engagement starts by learning how your organisation works: its structure, members, affiliated bodies, rules, priorities and who is responsible for what.
Operational mapping
We map your current systems, workflows and data, including the spreadsheets and workarounds that keep things running, and agree what the platform needs to support.
Configuration
Your environment is configured to the agreed requirements, such as membership and licensing categories, organisational hierarchy, forms, payments, communications and permissions. Connections to other systems, including finance systems such as Xero, are scoped per organisation and confirmed during discovery.
Migration planning and validation
We plan which data moves, how it maps and how it will be cleaned. Test imports are reviewed with your team, and agreed validation is completed before go-live.
Training and go-live
Administrators and key users are trained on the workflows they will run, and go-live is planned with you, including communication to members.
Ongoing improvement
After launch, further configuration, integrations and improvements are planned and delivered according to the agreed scope. Some changes are everyday configuration your team can make; others are scoped and delivered with the Cloudathlete team.
Read more on the Cloudpilot page, or in our guides to migration and implementation and integrations.
