Setup and implementation

Put the connected operating system into daily use. We configure the supported modules around your records, roles and working rules, transfer agreed data and train the team to run the work in Overnhill.

Implementation depends on the relevant edition and connections being ready.

01

Define the operating setup

Agree which work will run in Overnhill: sales, delivery, people, billing and management. Identify the records, users and existing systems involved.

The written scope names the modules and connections available, the people responsible and the checks that will show whether the setup works.

02

Configure and connect

Apply your roles, terminology, stages, approval rules and reporting needs within the shared platform. Import the agreed records and configure supported connections.

Your team tests representative work from start to finish. Check that a proposal, task, time entry, invoice or management action appears where the next person needs it.

03

Agent roles and permissions

Define the information each agent may use and the tasks it may carry out. Agree which actions need approval, who approves them and what spending limits apply.

Test expected behaviour with ordinary tasks, missing information and exceptions before enabling an agent’s work.

04

The 90-day Growth programme

TIFA Growth’s 90-day programme covers commercial activity, profitability, cash and operations, with agreed priorities and measures.

Where Overnhill is included, the programme scope sets out the configuration, workflows and team training. Software access and agent usage are ongoing charges, agreed separately. Implementation depends on the relevant capabilities being ready.

05

What the implementation includes

The proposal identifies the configuration, data transfer, training, acceptance checks and handover included, with a timetable and responsibilities.

Software access, setup, agent usage and any consultancy are priced separately. Additional requirements are checked against the shared product’s scope before they are agreed.

06

Handover and support

Check the agreed workflows with the team, record outstanding items and confirm who owns ongoing administration. Keep the working instructions and approval rules available to users.

Support arrangements and any further work are agreed in the proposal.

Common questions

Must we buy the full 90-day programme?

No. Overnhill can be introduced through software setup and implementation support. TIFA Growth is an additional option when you also want help setting growth priorities and changing how the business operates.

Can it reflect how our business works?

The records, settings and workflows can be configured within the shared platform. The proposal confirms what is included and any requirements that are not supported.

What happens after implementation?

Your team continues using the software under the agreed subscription and support terms. Any further consultancy or implementation is agreed separately.

See the approach in detail

Book a 20-minute walkthrough.

Talk through how sales, delivery, people and finance would run in Overnhill with Michael. Confirm the relevant edition, available capabilities and next step.

  • 01How your business would run in Overnhill
  • 02Modules, agent roles and existing systems
  • 03Availability, setup and a practical next step

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