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Onboarding Guide

Onboarding Stages, three named people, and no surprises

You are assigned a certified project manager and an account manager as your single point of contact — and an independent customer success team whose only job is to make sure that relationship is working. We believe in a personal touch and in people success first.

Your team

One point of contact, and somebody independent checking on them

You are assigned a certified project manager and an account manager who serve as your single point of contact for all aspects of the relationship. Additionally, a third team is responsible for monitoring the health of the account and project relationship.

Your project manager

PMP-certified, and accountable for scope, schedule and every commitment in the statement of work. They run the plan, chase the dependencies — including ours — and tell you early when something is going to slip.

  • Owns the plan, the dates and the risks
  • Weekly status against the original commitments
  • Raises scope changes as they arise, in writing

Your account manager

Owns the commercial relationship and the things that sit outside any single project — licensing, procurement, renewals and the question of what you should be thinking about next quarter.

  • Single point of contact across every engagement
  • Licensing and renewal calendar visibility
  • Coordinates specialists so you do not have to

Our customer success team

Independent of both. Their only job is to make sure the relationship with your project and account managers is working — and they report to someone other than the people whose work they are checking.

  • Independent of the delivery and commercial teams
  • Contacts you directly, not through your account manager
  • Escalates internally without needing your permission
Onboarding Stages

What onboarding actually looks like, week by week

Each stage lists what we do and what we need from you. The second column is the one worth reading — onboarding projects almost never fail on the supplier's tasks. They fail because the client's people were never actually available, and nobody said so at the start.

01

Initial Consultation and Needs Assessment

Before anything is planned, we establish what you actually need — which is frequently different from what the original inquiry described.

What we do

  • Structured discovery against our industry question sets
  • Current-state review of the systems in scope
  • Success measures and baseline agreed in writing
  • Named contacts introduced on both sides
02

Customized Onboarding Plan

Based on the Initial Assessment and Delivery Approach selected, we write the plan for your organization. It states what happens in which order, who owns each step, what we need from you, and when.

What we do

  • Sequenced plan with owners and dates on both sides
  • Risks and dependencies stated upfront
  • Agreed communication rhythm and escalation path
  • Time commitment from your team quantified in hours
03

Continuous Support and Optimization

If it was a project-based or professional services engagement, after go-live the relationship changes shape rather than ending. We stay connected and keep you ahead of technology changes.

What we do

  • Sales & Accounts team follows up quarterly
  • Technology shift release updates

Thinking about what a first engagement would look like?

Tell us the scope you have in mind, and we will map it against our delivery models — with a realistic timeline, the hours we would need, and the points where your decisions become the critical path.

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