How does the Switch-On work?

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The free Hornbill 30 Day Trial and Switch-On service are designed to set up a baseline system, which if you choose to subscribe, will form the foundation of all your configuration going forwards. The process of configuring your system, delivered in this case by the "Switch-On Service", exists within the 30-Day Trial where the benefits are twofold. Not only will you end the trial with a configured baseline system, but you will also be trialling the intuitiveness of the administration/configuration during this setup, ending the process being fully enabled with these skills to use as you administer Hornbill in the future.

The Switch-On Service puts a significant focus on Knowledge Transfer. You will you have access to different forms of training while you are also encouraged to participate in the configuration of your instance - giving you the knowledge and control of the areas that have been configured ensuring your self-sufficient going forward.

The 30 day trial is an evaluation in all areas of Hornbill - its a no obligation trial, to allow you to decide if Hornbill is suitable for your business needs and the right fit for your requirements.

This article outlines what you can expect from the trial period and associated Switch-On activities.

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Switch-On Example

Pre Switch-On

Before you begin your Switch-On, we have a few steps that we take with you to ensure you are fully prepared and ready to get the most out of the trial

  • Pre Switch-On Session
A Hornbill Product Specialist will arrange a remote session with you (typically lasting between 45 min to 1 Hour), which will serve 3 main purposes:
  • To guide you through the timeline of the typical Switch-On and what it entails
  • To help us understand the goals you wish to achieve from the Switch-On and to prepare you in the best possible way
  • To give you the opportunity to ask the Product Specialist any questions you may have about the process
Based on the output of this meeting, there may be occasions where the Hornbill Product Specialist may recommend additional Expert Services to you if your requirements are not fulfilled by our standard Switch-On content (please see the Switch-On Content page for detail). These may be recommended to occur prior to the Switch-On, or post Switch-On (should you decide to subscribe). These are optional, and Hornbill will draw up a Statement of Work for you separate to the Switch-On if agreed.
  • Data Import Templates
After your Pre Switch-On Session, we will send you a number of CSV templates which are to be used for bulk importing different types of data you may require for your baseline system. Examples of this can include Application Users, Basic Users, Contacts, Assets etc. We send these templates to you before your 30-Day Trial begins, so you can have the opportunity to populate these in advance and be ready to start the configuration immediately. For further advice on how to populate these templates, please see our Switch-On Imports page

Switch-On Format

Example Webinar Registration Page

The Hornbill 30 Day Trial allows you to evaluate the product for up to 30 Days before choosing whether the solution is fit for your business. But running in parallel to the trial is the Hornbill Switch-On Service. These are the free activities that we perform with you to configure and set up your instance - these typically take around 3 weeks to complete.

The Switch-On Format consists of two main forms of Knowledge Transfer and communication:

  • Knowledge Transfer Webinars - We have 6 mandatory webinars for you to subscribe to which cover some of the main areas of Hornbill usage and administration. These are shared webinars, so there will also be other customers who are also taking part in Switch-Ons or existing subscribers taking advantage of our "Trained for Life" program in attendance. Ideally you will have attended all 6 of these webinars in the first two weeks of your Switch-On, but there are no deadlines. You can view further information regarding these webinars, or register here
Please do not register for any Webinars scheduled to take place before your Switch-On start date.
  • Personal Sessions - Your dedicated Product Specialist will conduct sessions specifically designed for your organisation to enable your Hornbill set up. In the first two weeks we have a set agenda of topics to discuss in these sessions to ensure that you get the most from the trial; the remaining sessions are for Questions and Answers to focus in on the specifics you are looking to set up. These remote sessions are arranged directly with your Product Specialist and are based on both parties' availability.

Whats Included

For a detailed look at what is and isn't included as part of the Switch-On actitivies, take a look at our Detailed Switch-On Content page

But some of the areas we will be working through as part of the Switch-On are:

Example Weekly Schedule

The below indicates Hornbill's recommended approach in terms of time frames when taking part in the 30 Day Trial and associated Switch-On activities. This has been tried and tested by multiple customers and has worked exceptionally well for them. But don't worry if you are unable to follow this schedule exactly - if sessions need to be moved around, we will of course aim to accommodate you.

Switch-On Schedule
Switch-On Schedule

Week 1

  • Day 1 - On Day 1 of the Switch-On, your instance will be provisioned and you will receive the access details. You will also attend the previously registered for Introduction To Hornbill webinar
  • Webinars - Other webinars to attend:
    • Business Process and Progressive Capture in Hornbill
    • Service Catalog and Portals within Hornbill
      • Feel free to subscribe for any of the others as well if you can!
  • Personal Sessions - Your Product Specialist will arrange personal sessions with you to cover:
    • Org Structure/Priorities/SLAs/Import Review
    • Business Process Creation
  • Imports - By the end of the week you will have imported:
    • Application Users
    • Basic Users (If necessary)
    • External Contacts and Organisations (If necessary)

Week 2

  • Webinars - Attend any remaining webinars:
    • Collaboration and Advanced Service Manager
    • Dashboards and Reporting
    • Asset and Configuration Management
  • Personal Sessions - Your Product Specialist will arrange personal sessions with you to cover:
    • Business Process Review, Progressive Capture and Service Creation
    • Question and Answer Session(s)
  • Imports - By the end of the week you will have imported:
    • Assets/SCCM (If necessary)
    • Categories (If necessary)
  • Integrations - As part of the Question/Answer Personal Sessions, its time to start considering
    • Shared Mailbox Integration (If necessary)
    • Single Sign On Integration (If necessary)
    • LDAP Integration (If necessary)

Week 3

  • Personal Sessions - Your Product Specialist will arrange personal sessions with you to cover:
    • Question and Answer Session(s) - we ask you to save any questions you have during your testing for these Q&A sessions rather than emailing so we can provide demonstrations and full answers. But the Q&A sessions are to be used for you to ask anything you like, whether it's difficulty in understanding a particular area of the system or questions regarding some workflow you have set up.
  • Imports - Any incomplete imports can be covered if unable to conduct within the first two weeks
  • Integrations - Any incomplete integrations can be covered if unable to conduct within the first two weeks
  • Switch On Wrap Up - A short summary session with your Product Specialist to cover any final points

Remainder of the Trial

By this point, typically the Switch-On activities will be complete and you will be at a stage where you will be testing the capabilities of Hornbill, using your own data. Any remaining time is for you to continue your evaluation, or to progress with any further configurations you may require. You can decide to subscribe at any time throughout the trial, but we will require a decision by the final (30th) day of the trial. There are no obligations. If the product is not the right fit for you at this time, we will only ask for some feedback as to the reasons why and of course wish you good luck in the future. Your instance will then be removed. However if the trial has gone well and you have in fact decided that it's the right fit, then we will welcome you as our newest Hornbill Subscriber! You then have 14 days to sign and return the completed documentation (DocuSign) to us before your instance is suspended.

Post Switch-On

If you have decided to become a Hornbill Subscriber, we will ensure that you are fully aware of the next steps by holding our Welcome To Hornbill session where we will discuss the following with you:

  • Your Success Plan - This is not just about the level of support you have signed up to, but it is also to ensure you receive the maximum value from our offering. Your success means our success!
  • Your Support Contacts and details
  • Introduce the Hornbill Success Portal
  • Advice on Escalation Points within Hornbill
  • Discussion regarding next actions relating to a Supportworks Migration (if applicable)
  • Other Administration including Hornbill's use of your Admin Password, and vouchers (if applicable)

After the Switch-On, if you require any further dedicated consultancy or tailored assistance, Hornbill is pleased to offer a range of expert services to our customers. Whether it be education and training, taking advantage of our technical know-how or letting us work with you to ensure the success of your Hornbill solution with our success packages, our Expert Services Menu has you covered. Please see our Expert Services Wiki Page for more information

Frequently Asked Questions

Please head to our Switch-On FAQs page for answers to some of our most common questions