Onboarding

Meet your dedicated Customer Success Manager
Your implementation will be staffed with one or more dedicated Customer Success Managers who oversee and manage the entire onboarding and training process.

Attend your kick-off meeting
We’ll co-ordinate a meeting with your key stakeholders to introduce the product, review your organization’s goals and establish a customized plan-of-action. This includes any data migration and integration with your existing systems.

Configure the product look and feel
Your Customer Success Manager will work with you to configure your Platform instance to match your Organization’s branding and configuration preferences.

Commence integration process with existing systems
Throughout the process, our experienced Customer Success Manager will coordinate with Professional Services team to advise and integrate with your existing systems such as your Learning Management System (LMS) and Single Sign On (SSO).

Commence data migration proces
Whether you have an existing solution or your Organization is starting fresh, we will work with you to develop a customized data migration and transition plan of your existing assets.

Sign off on implementation plan
With the integration, data migration and implementation behind us, we now focus on continued product training and launch support.

Launch Your Platform
Your Customer Success Manager will make suggestions to ensure that your staff are fully train to roll-out your new platform. Getting early visibility and user adoption is key to long-term success.