Time to life
Pre estimated number of days - from day of signing - up to production!
Rillion Onboarding
A seamless path to AP automation success
At Rillion, we understand that transitioning to a new AP automation system is a critical step for your organization. Our structured onboarding process is designed to get you up and running as efficiently as possible while ensuring you have the training, support, and resources needed for long-term success.
From the moment you sign up, our team guides you through each phase, ensuring a smooth implementation that aligns with your business processes. With a combination of best practices, automation expertise, and hands-on support, we make sure your transition to Rillion is both fast and effective.
From the moment you sign up, our team guides you through each phase, ensuring a smooth implementation that aligns with your business processes. With a combination of best practices, automation expertise, and hands-on support, we make sure your transition to Rillion is both fast and effective.
Customer onboarding
With best practices from thousands of onboardings – Rillion project models are designed to get customer up and running in the most efficient way.
Ways of working
Rillion project models with a high degree of process modulation combined with a flexible project plan and deliveries. Letting you be an AP Automation Master in the fastest and most efficient way.
Always up to date
You will automatically benefit from all service and operational updates through Rillion Customer Success
How it works
The onboarding process
By following this structured onboarding process, Rillion ensures a seamless transition that empowers your organization to leverage AP automation, enhance efficiency, and gain full control over your accounts payable operations.
Initiation: laying the foundation for success
The onboarding journey starts with system activation and a structured plan tailored to your organization’s needs. Our team gathers essential business and ERP data, sets up your cloud environment, and ensures the foundation is ready for smooth implementation.
Technical preparation: ensuring seamless integration
We configure your Rillion system to work effortlessly with your ERP. This includes setting up integrations, while ensuring all data is validated and tested before moving forward.
Customer value: optimizing workflows and training your team
To ensure your AP processes run efficiently, we fine-tune system settings, align workflows with industry best practices, and provide hands-on training for key users. Through interactive workshops and User Acceptance Testing (UAT), we help your team gain confidence in the system before go-live.
Go-live + hypercare: a smooth transition with dedicated support
As your system goes live, we provide active monitoring, governance handover, and post-go-live evaluation to ensure a seamless transition. Our "hypercare" support phase ensures any issues are resolved quickly, so you can start experiencing the full benefits of AP automation right away.
Customer success: ongoing optimization and continuous improvement
Beyond onboarding, we remain committed to your success. Our Customer Success Team provides follow-ups, system health checks, and expert guidance to optimize automation over time. With regular updates and best practice recommendations, your organization stays ahead with an efficient, scalable AP automation solution.
FAQs
Frequently asked questions
How can we ensure a successful AP automation project?
A successful AP automation project starts with clear preparation and well-defined requirements. With modern cloud technology and standardized best-in-class solutions, AP automation can be deployed efficiently. However, the key to success lies in ensuring your organization is ready to embrace automation with structured planning, stakeholder involvement, and a focus on best practices.
Why should we prioritize AP automation during onboarding?
A technical implementation might get your system up and running quickly, but without a strong focus on AP automation from the start, you may miss critical automation opportunities. This can lead to inefficiencies, manual work, and the need for additional adjustments later. By ensuring a well-optimized setup during onboarding, you gain maximum efficiency, accuracy, and long-term scalability from day one.
What are the benefits of focusing on automation early in the process?
By implementing best practices in AP automation from the beginning, you can:
- Reduce manual work and free up valuable time for your team.
- Minimize errors and improve invoice processing accuracy.
- Accelerate approval workflows for faster payments and better cash flow management.
- Ensure seamless ERP integration to avoid costly rework in the future.
- Maximize automation capabilities to drive long-term operational success and a faster return on investment.
Will focusing on automation during onboarding slow down the implementation?
Not necessarily. Our structured onboarding process ensures that automation is built into the setup without unnecessary delays. While the timeline may be slightly longer than a basic system deployment, the benefits of optimized automation, reduced manual workload, and long-term efficiency gains far outweigh a quick, but less effective, implementation.
What training is provided during onboarding?
- Admins and superusers receive dedicated training to manage and support end-users effectively.
- Customers can supplement training with in product user guides, instructional videos, or custom manuals for internal use.
- While end-user training sessions are available, most customers find Rillion’s standard guides sufficient for onboarding.
How long does the implementation process take?
The timeline varies based on factors like customers business complexity, IT requirements and project scope. Rillion provides a structured workload estimation to ensure a smooth transition to AP automation.
What level of involvement is required from our team?
Rillion’s platform is designed for flexibility, allowing customers to configure and adjust settings as needed. The implementation process typically includes:
- IT Setup: Ensuring system access, SSO setup, and firewall configurations, with ERP consultant involvement as needed.
- Process Optimization: Customers define workflows and apply best practices to maximize AP automation.
- Training & Enablement: Workshops and admin training sessions equip teams with the skills to manage and develop the system over time.
How many internal resources do we need?
The time commitment depends on project size and internal resource availability. On average:
- Customers spend 1.5–2 times the estimated workload based on team size and testing scope.
- Project managers play a key role in coordinating internal resources and scheduling tasks efficiently.
- AP teams provide insights into existing processes and define best practices, while IT involvement is minimal.
What support is available after implementation?
Rillion provides ongoing post-implementation assistance to ensure long-term success:
- Hypercare Support: A dedicated support period immediately after go-live.
- Customer Success & Automation Coaching: Expert guidance to help customers maximize automation and system efficiency.
- Technical Advisory: An optional Service Delivery Manager (SDM) can serve as a dedicated point of contact for customers with ongoing ERP changes, expansions, or complex integrations.
- Local Support: Fast, high-quality assistance with customer satisfaction exceeding 90% is available via phone, email, or our ticket system.
Are there any challenges to expect when implementing Rillion AP automation?
When transitioning to Rillion AP automation, some challenges may arise, such as adjusting existing workflows, integrating with ERP systems, or ensuring user adoption. However, with Rillion’s structured onboarding process, best-practice guidance, and expert support, these challenges can be effectively managed. Our team works closely with you to ensure a smooth implementation, seamless integration, and user readiness.