Welcome Orientation

As soon as you purchase a product, you`ll get an immediate welcome email with instructions on how to access your software as well as links to schedule your personal training.

Within a few days or less you`ll be introduced to your Account Management and Customer Success Teams, whose only jobs are to make sure that you are delighted with your purchase and get the value out of it that you expect and deserve. During your initial call we`ll review the implementation process, establish expectations, and verify your requirements.

Product Training

Whether you are new to a product or rediscovering it, it`s essential that you have the product knowledge building blocks for success. We will educate you and your team on the basics of your product including data collection, report generation, or software appliance configuration.

Personalized Guidance

Once you master the basics of the software you`ve purchased, the next stage of your training is all about getting you up and running, using your new tools to make more money and improve service delivery. We ensure that you have a grasp of the fundamentals, walk you through advanced features, and offer personalized guidance for your unique challenges.

Implementation Consulting

By completing the basic training, you will be able to get a thorough understanding of your tools in no time. However, if there is something specific that requires more consultation or expertise from our Customer Success Specialists then don`t worry because they`ll continue providing these services even after finishing up with basics.

Ensuring Your Success

In order to verify that all deliverables have been met, we encourage all customers to sign-off upon completion of onboarding. We gather feedback for internal process improvement.