How to onboard your company in KREP

Overview

Use this guide to roll out KREP as a connected operating system instead of enabling modules in random order.

It focuses on company settings, ownership, master data, and first-week discipline so the rest of the platform starts from a stable base.

How to use it in KREP

  1. Complete company profile, branding, email, SMS, and payment settings before wider team rollout.
  2. Create staff roles, departments, and approval owners for sales, finance, HR, and support.
  3. Load initial leads, customers, items, tax rules, and operating categories so the system has real business context.
  4. Train teams using live workflows and review adoption gaps after the first week.

What to monitor

  • User adoption by team.
  • Data completeness for customers, items, and settings.
  • Time to first invoice, proposal, payroll, or support ticket.

Best practices

  • Start with one owner per workflow.
  • Avoid giving everyone admin rights.
  • Use the Knowledge Base for rollout SOPs.

Related KREP modules

Setup, CRM, Finance, HRM

Search topics covered

krep onboarding, krep setup guide, erp rollout kenya

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