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From here we’ll drill down into the customer journey(s) that suit your use of the platform and define the specific projects, surveys, forms, metrics and reporting solutions you need.
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The Build process
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Once your platform is built there’ll be a period for User Acceptance Testing where a small representative group of your users can use the platform with the intention of identifying any changes that need to be made.
The Import process
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The Embed process
We’ll work with you to decide who gets trained on what and when.
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What to do next
Additional resources
Watch a video walkthrough of the onboarding process
Here’s an overview of what your onboarding process is going to look like when you work with one of our Onboarding Specialists or choose to apply this process yourself.
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What to do next
To find out more about the way ahead, take a look at the Blueprints Guide.
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Download the Onboarding Overview
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