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AskCody Help Center

Implementing AskCody

Implementing AskCody

Step-by-step guide to get started with the AskCody Platform

1. Preface

An Introduction to Implementing AskCody

2. Plan & Prepare for the implementation of AskCody

Video: introduction to AskCody implementation

Organize your team

Set (realistic) goals and define success criteria

Meeting Journey Mapping: Identify and Prioritize Business Scenarios and Processes to understand your Meeting Journey across your entire organization.

Build a project timeline with defined milestones

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3. Create your organizational account

Video: configure your organizational account

Sign up to the AskCody Platform

Setting up your Organizational Account

Manage your Licenses by Locations

4. Integrate with Microsoft Exchange

Video: integrate with Microsoft Exchange

Preparing Microsoft Exchange to integrate with AskCody

Integrating Microsoft Exchange with AskCody

Adding Microsoft Exchange Calendars to the AskCody Portal

5. Establish User Management

Video: user management in AskCody

Prepare for User Management

Setting up User Management

Set up an integration between the AskCody Portal and Active Directory

Add users manually in the AskCody Portal

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6. Setting up Bookings

Configuring resources in the AskCody Portal

Getting started with resource scheduling

Test resource scheduling setup

Advanced features for resource scheduling

7. Setting up Displays

Configuring Meeting Room Displays (Displays)

Deploying meeting room displays (Displays)

Getting started with Meeting Room Displays

Test meeting room display setup

8. Setting up Services

Configuring the AskCody Services

Getting started with the AskCody Services add-in for Outlook

Getting started with Services

Test the AskCody Services setup

Advanced features for AskCody Services

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9. Setting up Visitors

Configuring the AskCody Visitors module

Getting started with the AskCody Visitors Add-in for Outlook

Getting started with Visitor Management

Test Visitor Management setup

Advanced features for Visitor Management

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10. End-user management

Guide for mastering AskCody End-user Management

11. Final Testing

Final Testing

12. Deploy to end-users

Deploying AskCody add-ins to end-users

Deploying the AskCody Mobile App to employees

13. End-user Training and Adoption

Prepare for End-User Training and Adoption

5 Tips to Adopt the AskCody Platform

Content to Support Adoption of the AskCody Platform

14. Support after go-live

Support after go-live