Onboarding Process Overview

We appreciate that each clients' project plans will be unique. The IDIM team will discuss scheduling specific to your project needs during our information sessions. To get you started, here are the phases of the Onboarding process.

Phase 1: Concept & Initiation

  • Engage with your clients
  • Identify your business needs
  • Design your service experience
  • Things to consider: timeline, cost, roles and responsibilities

Read more about Phase 1

Phase 2: Engagement & Assessment

  • Complete a self-assessment
  • Identify high level requirements
  • Meet the IDIM team
  • Attend information sessions

Read more about Phase 2

Phase 3: Design, Develop & Test

  • Design a solution with IDIM
  • Things to consider: standards, policies, identity data, interfaces
  • Build a test strategy

Read more about Phase 3

Phase 4: Launch & Operational Support

  • Move to production
  • Support for your clients
  • Change management
  • Incident reporting
  • Fraud management

Read more about Phase 4