How it works

A structured implementation process

Every Rigel deployment follows the same rigorous four-phase methodology. No shortcuts. No surprises.

Week 1

Operational Audit

We begin with a deep analysis of your current commercial operations. Team structure, lead sources, pipeline stages, communication channels, reporting needs, everything is documented before a single line is configured.

  • Complete process documentation
  • Pain point identification
  • Team structure mapping
  • Tool inventory and migration plan
Operational audit process
Week 2

Platform Configuration

Based on the audit findings, we configure every Rigel module to match your exact operational requirements. Pipeline stages, team roles, commission structures, automation rules, precision-tuned to your organization.

  • Pipeline and workflow configuration
  • Team hierarchy and permissions setup
  • Commission and transaction rules
  • Rigel Intelligence training with your data
Configuration dashboard
Week 3

Data Migration

All existing data, contacts, leads, contracts, historical transactions, is migrated into Rigel with full integrity verification. No data is lost. No manual re-entry required.

  • Structured data import from existing tools
  • Data integrity verification
  • Historical data preservation
  • Parallel operation period (old + new)
Data migration workflow
Week 4

Team Onboarding

Structured training sessions for every user role. Administrators learn platform management. Team leaders learn analytics and oversight. Agents learn lead management and daily workflows. Everyone is productive from day one.

  • Role-specific training sessions
  • Admin and team leader workshops
  • Agent-level workflow training
  • Documentation and reference materials
Team onboarding session
After deployment

Ongoing operational support

Deployment is not the end, it is the beginning. Every Rigel client receives continuous platform support.

Dedicated support

Direct access to a dedicated implementation specialist who understands your configuration.

Platform updates

Regular feature updates and improvements deployed automatically with zero downtime.

Quarterly reviews

Periodic operational reviews to ensure the platform continues to match your evolving needs.

Timeline

From first call to operational

Strategic demo

30-minute call to understand your operation and demonstrate relevant capabilities.

Proposal

Detailed implementation plan with timeline, scope, and investment breakdown.

4-week deployment

Audit, configure, migrate, onboard, following our structured methodology.

Go live

Your team is fully operational on Rigel with ongoing support from day one.

Ready to deploy?

Start with a strategic demo. We will assess your operation and propose a tailored deployment plan.

Request a strategic demo
Contact us