From kickoff to go-live — a proven onboarding journey
A structured, managed implementation moves you from contract to live operations with dedicated support at every step.
Four phases to go-live
Initiation, discovery, execution, then cut-over with dedicated hyper care.
Initiation
Contract, compliance and mobilisation
We sign the contract, complete compliance steps, review and sign the Letter of Authorisation (LOA), and mobilise the full project team and plan.
Discovery
Data, portals and integration requirements
We discover and prepare onboarding data for sites, accounts and suppliers, gather portal credentials, and document integration and data-transfer requirements.
Execution
Configure, integrate and migrate
We onboard sites and accounts, configure Collection Agents and validation, build integrations, run UAT and migrate historical data with reconciliation.
Cut-over & Hyper Care
Go-live with dedicated monitoring
We run parallel processing, cut over to live, and a dedicated team monitors SLAs across all streams during hyper care to resolve any issue immediately.
Every workstream, managed in parallel
We run the implementation across coordinated streams so nothing falls through the cracks.
Contract & compliance
Contract signing, compliance and SOPs/OKRs defined for business-as-usual operations.
Data collection
Onboarding data sets, portal credentials, supplier mail routes and historical-bill analysis.
Onboarding (BAU)
Sites and accounts, Collection Agents, validation, platform configuration and operations team mobilisation.
Platform integrations
Upstream/downstream integrations for payments and bill data, plus two-way sustainability sync.
Historical data
Automated, secure migration of historical data with trench-by-trench reconciliation and sign-off.
Hyper care
Dedicated teams monitor SLAs across all UBM streams and respond immediately to any disruption.
What it takes to go live
A clear, reconciled checklist gives everyone confidence at cut-over.
- Signed contract and compliance steps complete
- Letter of Authorisation (LOA) reviewed and signed
- Portal credentials and supplier mail routes established
- Onboarding data for sites, accounts and suppliers reconciled
- Integrations built and tested (payments, ERP, sustainability)
- Historical data migrated and signed off, UAT passed
Hyper care & SLAs
Dedicated teams monitor SLAs across all UBM streams during hyper care and respond immediately to any disruption.
See how much time and spend you can reclaim
Book a personalised walkthrough and we’ll map BillPortal to your portfolio, suppliers and payment flows.