How to Prepare for a Customer Rollout

Before rolling out NxtLayr to a customer or broader team, it is important to confirm that the environment, users, and workflows are ready.

Rollout readiness checklist

Confirm:

• user roles are assigned correctly
• key applications are visible and accurate
• onboarding items are reviewed
• requested apps and discovery are routed correctly
• entitlements are understood
• notifications are configured
• the Help Center links are available to end users
• the organization knows which pages they should use first

Suggested rollout communication

When rolling out to users, provide:

• the correct URL
• which role they are assigned
• which page they should start with
• links to the role guide and quick-start checklist
• where to get help if something looks wrong

Best practice

Do not start with every feature at once. Teach each user group only the pages and workflows they need first.