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A smooth switch, from day one.

End-to-end onboarding and data migration designed for busy impact teams. We don’t take your decision to switch to us lightly. That’s why our onboarding process is designed to be collaborative, structured and supportive at every step. Our experts take your data – however old the existing system or no matter how messy it may seem – and bring it over to Impact Reporting so all your data, activities and ongoing projects are transferred over smoothly and stored securely. We’ve already supported dozens of organisations to onboard with confidence, from local authorities to national charities and global firms.

Setup & onboarding

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    Expert support

    We will be there to guide you every step of the way until your team feels comfortable with the new way of working and we are confident that your onboarding meets our own internal quality standards.

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    Tailored frameworks and metrics

    We’ll work with you to implement the right mix of monitoring and evaluation frameworks for your activities, goals, initiatives and projects.

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    Easy set up and adoption

    We handle importing your existing spreadsheets, creating permissions and connecting data sources, so you can focus on your work.

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    Strategy revamp

    Together, we’ll identify ways in which Impact can drive better processes now and in the future.

Your first 90 days with Impact Reporting

We support you from day one, with a structured onboarding journey tailored to your team.

Day 0–30: Foundations

  • Kick-off call and onboarding plan agreed
  • Configuration pack completed
  • Frameworks, metrics, and user roles defined
  • Initial data review and mapping begins

Day 31–60: Build & Import

  • System configured and populated
  • Trial data imports completed and validated
  • Admin/power user training delivered
  • Templates, reporting and content setup

Day 61–90: Go Live & Optimise

  • Final migration and system launch
  • Full team training and Q&A
  • Reporting and dashboarding underway
  • Post-launch check-in and feedback loop

What to expect when you join Impact Reporting

We tailor every onboarding journey to your organisation, but here’s what the process typically looks like:

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1. Kick-off & scoping

Once your agreement is in place, we’ll hold a structured onboarding kick-off.

Your dedicated onboarding lead will map out your goals, timelines, and any specific reporting or data requirements and give you access to a special onboarding portal. 

We’ll review any existing frameworks or reporting obligations to ensure a strong starting point.

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2. Configuration & setup

We’ll work with you to complete an intake form, capturing the data structures, activities, metrics, and frameworks that matter to you.

We’ll use this to build out your instance of Impact – ensuring alignment with your programmes, reporting periods, teams, branding and terminology.

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3. Data migration & import

Whether you’re moving from spreadsheets, other platforms, or a patchwork of legacy reports, we’ll take care of the heavy lifting. Our team will:

  • Clean and prepare your existing data

  • Map it to your Impact configuration

  • Run trial imports and flag any inconsistencies

  • Migrate activity, outcome, valuation, and stakeholder data as needed

  • Create dashboards and reporting templates
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4. Training & support

Before your go-live date, we’ll deliver tailored training for your team—designed around the roles and access levels you need. From high-level reporting to day-to-day data entry, everyone will know how to get the most from the system.

Training can include:

  • Live walk-throughs
  • Self-serve guides and video resources
  • Framework-specific sessions (e.g. MeasureUp)
  • Admin/Power user onboarding
  • New user/new hire training
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5. Go-live

Once you’re happy with your setup and data migration, we’ll switch your system live.

Your team can start capturing, analysing, and reporting from day one—with our support team on hand throughout.

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6. Post-launch support

Your onboarding lead remains available for the first two weeks after go-live to help iron out any early questions.

After that, you’ll be supported by our expert helpdesk and customer success team, with regular check-ins available.

We also provide:

  • Quarterly networking (remote) with other Impact clients

  • Webinars and advanced feature training

  • Regular communications on new features and updates

  • Help centre and knowledgebase

  • Feature updates and roadmap previews

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We explored several social value reporting solutions. While others were strong, we felt Impact Reporting closely aligned with our company values while offering a flexible and well-supported service. From the outset, it was clear that Impact’s platform was simple and user-friendly, while having the capability to handle the wide range of our social value reporting needs.

The #1 thing we loved about Impact was the warmth and friendliness of all the staff we engaged with from the very first meeting. The level of support is amazing – making it easy to learn how to use the platform and maximise use of its many features. We highly recommend Impact Reporting to any organisation looking to streamline their social value reporting.

Joe Came

Joe Came
ESG Manager

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Easy, supported, and stress-free

We’ve helped teams of all sizes migrate from spreadsheets, SharePoint, legacy tools, and bespoke systems. However complex your setup, we’ll make the transition smooth and support you every step of the way.

Want to explore what onboarding with Impact looks like for your organisation?

Get in touch

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