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Onboarding Success

Built to scale with you.

V5 onboarding is a clear, three-phase process that takes you from initial planning to full system launch. It aligns with your chosen tier and MSA, ensuring infrastructure, training, and compliance are covered.

Go live with Confidence!

1. Plan & Prepare
We start with a structured planning process to align goals, assess readiness, and set the stage for deployment.
Kickoff & Discovery
This initial step lays the foundation for a successful deployment. We bring together your key team members and our project manager to review the goals of your implementation, understand your facility’s setup, and align on timelines and responsibilities. We’ll also clarify infrastructure decisions such as cloud vs. on-premise hosting and identify project milestones. Estimated time: 1–2 hours Stakeholders involved: Project Lead, IT, QA, Production, SG Systems PM MSA Reference: §3 – Implementation Process Our goal in this stage is to make sure everyone is pointed in the same direction before the heavy lifting begins.
Infrastructure & Hardware
We evaluate your current IT infrastructure and begin planning hardware procurement and setup. This includes terminals, printers, labelers, and scanners. We’ll discuss network configurations (like static IPs and firewall access) to make sure everything is ready for a smooth installation. Estimated time: 2–4 hours Stakeholders involved: IT, Facilities, Installers MSA Reference: §3.2 – Customer Obligations Don’t worry—our team will guide you through what’s required and help you make decisions that fit your facility and your budget.
Stakeholder Alignment
We identify and confirm the internal team members who will support the deployment. This usually includes QA, IT, Production leadership, and operators. By assigning clear responsibilities early on, we reduce friction later and ensure everyone knows how they contribute to the project’s success. Estimated time: 1–2 hours Stakeholders involved: Department Leads, QA, IT, Production Supervisors MSA Reference: §2.3 – Cooperation Successful projects start with clear communication. We help facilitate that from day one.
Data Migration Planning
In this step, we discuss how your current data—recipes, materials, inventory, users, etc.—will be prepared and transferred into V5. This isn’t about doing the migration just yet—it’s about understanding what’s required, what format it needs to be in, and assigning internal contacts to support the process. Estimated time: 1–3 hours Stakeholders involved: QA, Production, IT MSA Reference: §6.1 – Customer Data By scoping the data requirements early, we minimize disruptions and ensure clean, structured imports later in the onboarding.
2. Setup & Train
This phase equips the customer team and configures the system for real-time operation and traceability.
System Configuration
We install and configure your selected V5 modules, adjusting system parameters to match your facility’s Standard Operating Procedures (SOPs). This includes roles, user permissions, automation rules, batch templates, and compliance settings. Estimated time: 3–6 hours Stakeholders involved: SG Systems, QA, Production Supervisors MSA Reference: §2.4 – Configuration Obligations We ensure your system reflects your process — not the other way around.
Master Data Load
We load and validate core datasets including materials, formulations, packaging specs, customers, suppliers, equipment, and location maps. If you prefer, we provide templates to simplify your data preparation before upload. Estimated time: 3–5 hours Stakeholders involved: QA, Admin, Production Lead MSA Reference: §6.2 – Data Preparation Clean data means smooth operations. We help ensure it's loaded right the first time.
User Training
Our training team delivers tailored sessions for your users based on their role—operators, supervisors, QA, or IT. Training includes guided walkthroughs, documentation, and optional video recordings for internal reuse. Estimated time: 4–6 hours Stakeholders involved: Operators, QA, Supervisors, SG Systems Trainer MSA Reference: §10.3 – Training Commitments We train your team for confidence and compliance—so you're ready from day one.
ERP / Device Integration
We connect your ERP system and any third-party hardware (scales, labelers, barcode readers, etc.) to V5. This phase includes API validation, test runs, and ensuring bi-directional data flows work as intended. Estimated time: 4–8 hours Stakeholders involved: SG Systems, IT, ERP Admin, QA MSA Reference: §3.3 – Integration Support When your systems talk to each other, you reduce errors and manual work. We make that connection seamless.
3. Validate & Launch
Final handoff occurs once validation is passed. Support transitions to long-term care under your SLA.
User Acceptance Testing (UAT)
Before go-live, your team walks through defined workflows to validate that the system behaves as expected. We'll support your execution of test cases to ensure compliance and practical readiness. Estimated time: 2–4 hours Stakeholders involved: QA, Production, SG Systems PM MSA Reference: §4.1 – Acceptance Criteria Validation isn’t just about compliance—it’s about making sure your team is confident and ready to go live.
IQ/OQ Documentation
For regulated environments, we assist with the creation and review of Installation Qualification (IQ) and Operational Qualification (OQ) documentation. This ensures the system is set up correctly and functions as intended under real-use conditions. Estimated time: 3–6 hours Stakeholders involved: QA, Compliance Lead, SG Systems MSA Reference: §4.2 – Validation Support We help you meet internal and external validation standards with documentation aligned to industry expectations.
Go-Live
The system transitions to production mode, and your team begins using V5 for live operations. We provide close monitoring and rapid support during this critical phase to ensure a smooth switchover with minimal disruption. Estimated time: 2–4 hours (spread across go-live day) Stakeholders involved: QA, Operators, Production Supervisors, SG Systems PM MSA Reference: §4.3 – Go-Live Procedures Your launch day is ours too—our team stays close to ensure success from the first scan onward.
Post-Go-Live Support
After launch, your support transitions to our long-term care model. While all support remains governed by your SLA, we prioritize go-live customers for ultra-responsive assistance during the critical early days. Estimated time: Ongoing (initial surge: 4–8 hours first week) Stakeholders involved: Production, QA, SG Systems Support MSA Reference: §5.1 – Support Services You’ll feel the difference—we stay responsive, agile, and accountable during your transition to steady-state operations.

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