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Onboarding

Get up and running, with a hand at every step

MAX CCS onboarding is guided, not self-serve-and-hope. We help you bring your data in, set the system up your way, and train your team — so you go live with confidence.

2–4 weekstypical time to live
Guideddata import & setup
Role-basedteam training

How onboarding works

Five clear stages, with a named lead from our team guiding you throughout.

1

Kickoff

We learn how your business runs — the modules you need, your projects, your team and how you work today. You leave with a clear plan and timeline.

A named onboarding lead Scope & timeline agreed Your workspace created
2

Import your data

We help you bring your existing records in — projects, clients, vendors, employees, items and opening balances — using guided templates, with every row reviewed before it’s saved.

Guided import templates Data checked & validated Opening balances loaded
3

Configure

We set MAX CCS up the way your company works: chart of accounts, document numbering, approval limits, roles and permissions, and your branding.

Chart of accounts & numbering Approvals & spending limits Roles & permissions
4

Train your team

Role-based training sessions so everyone — from site to finance — is confident on day one. Recorded and backed by the in-app Help Center.

Role-based sessions Hands-on practice Recordings & guides
5

Go live

You start running live projects with our team on standby. We stay close through your first month-end and first payroll run.

Launch with support First month-end covered First payroll covered

Who does what

Onboarding is a partnership. Here’s how the work splits.

Our team handles

  • Creating and configuring your workspace
  • Mapping and importing your data
  • Setting up the chart of accounts, numbering and approvals
  • Role-based training sessions and recordings
  • Support through your first month-end and payroll

You prepare

  • Your current data (projects, vendors, employees, balances)
  • Who your users are and what they should access
  • Your approval limits and sign-off rules
  • A few hours from key people for kickoff and training
  • Your logo and company details for branding

Ready to start?

Book a kickoff with our onboarding team and we’ll map out your path to go-live.

Try it free Book onboarding Talk to us

While you get set up

Everything you need to learn MAX CCS at your own pace.

DocumentationStep-by-step guides for every module. Help CenterSearch, FAQs and the in-product assistant. What’s newEverything we ship, every week.

Onboarding FAQ

The questions teams ask before they start.

How long does onboarding take?

Most teams are live in two to four weeks, depending on how much historical data you bring across and how many modules you switch on at launch. We agree a timeline with you at kickoff.

Can you migrate our data from another system?

Yes. We import your projects, vendors, employees, items and opening balances from spreadsheets using guided templates, with every row validated before it’s saved.

Do you train our whole team?

We run role-based sessions so site, procurement, HR and finance each learn exactly what they need. Sessions are recorded, and the in-app Help Center is always there afterwards.

What happens after go-live?

Your onboarding lead stays close through your first month-end and first payroll run, and you can reach our team any time from the helpdesk inside MAX CCS.