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Getting Started with XBert
ZA Fast-Track Quality Sessions
ZA Fast-Track Quality Sessions
Troy Brown avatar
Written by Troy Brown
Updated over a week ago

Get started quickly with the XBert Fast-Track Quality Sessions Program

Work with our dedicated South African Efficiency Partners team to understand and configure XBert to your needs while building a professional relationship with the people who will continue to help and support you to improve data quality and workflow automation across your business.

This program is suitable for Firms and Individuals who want a customised XBert configuration done right the first time, up and running in the shortest possible time – and who are willing to commit some of their own time (about 5 hours) to attend sessions and training to help make it happen.

SAVE 75%! The Fast-Track Program is currently discounted for a short period. Currently discounted to *R6500, down from R26000 and is only available at this price if purchased during your 14-day free trial period. If you have started your trial, click here to purchase, or go to the Clients / Plans and Pricing page. Hurry this discount is for a limited time, as our allocated discounted spots fill fast.

Please note to receive the discount you must start your account with a minimum 10 clients connected so we can teach you how to create custom XBerts and rules, and how to benefit from the analytics.

If your trial has finished but you like the sound of the program, book a Discover Fast-Track meeting.

What you can expect

Your goals, understood

The first step in our Fast-Track Program is to understand your goals for integrating XBert into your technology/application stack.

You might want to grow your business through new clients or service those you have more effectively and easily. Reducing complexity and saving time might be important – perhaps enabling a greater focus on delivering advisory and other high-end services to your clients.

Your goals might be different, of course, and once we understand them, they are an important reference point to look back on as the program progresses, and we make decisions on how best to configure XBert.

Your commitment

About 5 hours across 4 sessions with the XBert Efficiency Partners team based in South Africa You will probably need to spend some more time of your own as well, to explore XBert in between sessions, put into practice what you’ve learnt so far and prepare for the next session.

If you have a team of people, you will need to spend time organising them, ensuring they are aware of the XBert initiative, facilitating their attendance at sessions, and ensuring they in turn commit to XBert in a relevant capacity.

The sessions

There will be 4 sessions with an XBert Efficiency Partner team member and maybe other XBert team members as well, depending on what is being covered in a session. Your firm might have several people who should be part of the Fast-Track Program, and they are, of course, welcome to attend the sessions that suit them.

  1. Configure XBert

  2. Implement workflow

  3. Training

  4. Post-go-live follow-up

Together, these sessions cover all aspects of the XBert application both in terms of using it day to day and the management of the application.

Preparing for the sessions

Before the first session, you need to have done the following:

  1. Signed up and paid for the Fast-Track Program. Remember, you can only do this when you are in your 14-day free trial.

  2. Successfully started your trial of XBert. A good indication of this is that you can successfully log into XBert, and you have done so multiple times, with 2FA enabled (see below).

    1. XBert treats security seriously, and on your second login, you will be prompted to set up two-factor authentication (2FA).

      1. You don’t have to log out to get this to happen – just close the browser tab (or browser) where XBert is running and then in a new tab, go to the login screen and log in. The 2FA prompt should then occur.

      2. Set up 2FA using the authentication application of your choice. Some common 2FA apps include Google Authenticator, Microsoft Authenticator and Authy by Twilio.

  3. If you are part of a wider team at your firm that will use XBert, invite team members who will use XBert in an administrative capacity into XBert as Connect Users. (Select CONNECT Users from the menu to do this).

  4. Added 10+ client files. This means integrating the accounting system (Xero, MYOB, QuickBooks) files of at least 10 clients with XBert, and that you can see them, on the XBert Clients screen, with the icon of their accounting system along with a big tick.

    1. If the client has payroll, you should also see a big tick in the Payroll column.

    2. (All other columns in the XBert Clients screen will be reviewed and configured with you at the first session – no need to do anything more in this screen at this time).

    3. Note: We need files integrated so that we can run the sessions on your own clients' data, which will make them more relevant and XBert concepts easier to understand.

Chat with us for more information (click the speech bubble on the right)

*Please note that Discounted Fast-Track is not available for a single business with less than 10 accounting files. You must have ten connected clients in app to purchase the Fast-Track program. If you would like this service after your trial ends the price is R25000 one-off fee.

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