Choose assisted setup for speed
Use assisted setup when the process is known, the team is small, and success depends on getting a clean first workspace live quickly.
Assisted setup fits standard adoption with guided defaults. Consultant-led rollout fits high-stakes change: multiple branches, legacy data, integrations, permissions, and process redesign.
Use assisted setup when the process is known, the team is small, and success depends on getting a clean first workspace live quickly.
Use consultant-led rollout when errors would disrupt finance, stock, customer commitments, or compliance workflows.