How to upgrade to Neo

Updated 1 month ago by Maria Lindberg

This is a suggestion from us, based on experience, on how to upgrade to Quinyx's new interface Neo on your own - also known as a self transition.

If you have any questions, you can, as always, turn to our Support for help. You can also find a lot of information in our online manual. See links at the end of this document.This is a step-by-step plan for how you can do Neo Transition on your own. 

  1. Set up roles and access rights.

Make sure your managers have the access they need before you let them start using Neo so they get the best experience.

  1. Train The Trainer session.
    This is where you train your trainers to get them ready to start training your users.
  2. Train first group of Neo users.
    Find your ambassadors and let them be first. Tell them they are important for the success of Neo and have forums where you can discuss.
  3. First group start using Neo.
    Your ambassadors will start and give valuable feedback to you on your continued transition.
  4. Review with the first group of users.
    To find out the challenges for the first group, and what you can improve going forward, it is important to do a review with the ambassadors.
    1. What has been the challenge?
    2. What has been easy?
    3. Can we do anything better/different?
    4. Tips & tricks or suggestions going forward!
  5. Start full roll-out.
    Start with training for the rest of your managers. Make a plan and stick with it. Communicate what is expected and when.
  6. All managers start.
    Let all managers start using Neo on a daily basis. Set a date for when this is expected from them. Set goals for yourself to be able to track your progress.
  7. Turn of modules in Classic.
    Turn off selected menus or tabs in Classic to ensure managers don’t use “the old” system, and this also forces them to use Neo on a daily basis.
  8. Review with managers
    After having turned off Classic modules, make sure you do a new follow up on how it is going. Follow up is the key to success.
    1. What is challenging?
    2. Is there anything not working?
    3. How can we help you?
  9. Shut down Classic.
    Set a date when you turn off access rights for your local managers in Classic. This is the date when you have completed transition for your managers and you are now upgraded to new Quinyx. 

Communications

Tell users why they need to start using Neo. If you need any information look here: https://www.quinyx.com/neo-is-here

What to think about regarding communications:

  • Training dates?
  • When will the manager be expected to start using Neo?
  • When will Classic modules be turned off?
  • When will they no longer have access to Classic?
  • When will you have reviews?
  • Where should they turn when they have issues?
  • Where should they turn when they have questions?

Resources

Basic information on Neo:

https://quinyx.helpdocs.io/l/en/article/90wyguuil7-transition-to-neo

Sign up for Webinars or Classroom trainings to get started: 

https://quinyx.helpdocs.io/l/en/article/69i13weyqp-webinarsandtraining

See our video tutorials, or use them in your own trainings:

https://quinyx.helpdocs.io/l/en/category/c1m1wdf319-video-tutorials

See Frequently Asked Questions on Neo Transition from our customers:

https://quinyx.helpdocs.io/l/en/article/y9k8kd81nq-questions-and-answers-q-a

What is available now in Neo and what is coming: 

https://quinyx.helpdocs.io/l/en/article/msfulj8q27-neo-roadmap-and-feature-list

If you have integrations with Quinyx today, read our API documentation on what is new in Neo.

https://quinyx.helpdocs.io/l/sv/article/f78bdrw4pj-untitled-article-sv


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