Highly efficient firms have processes that ensure high quality and on-time delivery of the services that they provide their clients. Those processes can easily be imported into Karbon work templates to be utilized for future or current work items.
Free work templates:
As a Karbon customer, you can choose processes from Karbon's selection of best practice work template library to be uploaded into your Karbon instance.
To get the best practice work templates, navigate to this site to select the processes you would like to have added to your Karbon instance. The template(s) will then be loaded into your Karbon instance within a few minutes.
You have a couple of options for creating work templates using your current processes:
Assisted (add-on fee):
Karbon will assist you in creating Karbon templates from your existing processes. Reach out to your account manager to discuss your service options. Or reach out to our support team to ask for more info at firstname.lastname@example.org
Full-service white glove Karbon setup (add-on fee)
We provide complete personalized setup to help you to document and fine-tune your processes, and convert these into Karbon templates for you to create work from efficiently.
The white glove setup service Includes data migration & error resolution, 1:1 process consultation (2 sessions), a dedicated 1:1 champion, team live training and advanced training. Reach out to your account manager to discuss your service options. Or reach out to our support team to ask for more info at email@example.com