An overview of your onboarding process
- Matt Kepple
Welcome to Makerble!
Onboarding process
Stage | Outcome |
|---|---|
Design | A completed Projects Design that indicates which forms, surveys, etc will be used on each project |
Build | All your forms, surveys, etc available on Makerble, ready for you to test, use and share |
Import | All your compatible historical content available within Makerble, ready for you to view and analyse |
Embed | All your staff and wider team trained up on the platform, ready to use it day to day |
The Design process
What do you want to achieve?
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.
The Build process
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
The Embed process
We’ll work with you to decide who gets trained on what and when.
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.
Download the Onboarding Overview
Open the file below
