Onboarding steps
This article outlines the key milestones in the onboarding process, ensuring that all steps are clearly defined and tracked for a successful deployment and long-term value realization.
Deployment & Setup
Action: Onboarding materials received
Stakeholder: InnerSpace & Customer
Notes: Ensure all required materials are provided.
WAP Calibration Setup Call
Action: Calibration call setup
Stakeholder: InnerSpace & Customer
Notes: Schedule and conduct calibration call.
inTELLO Setup and Testing
Action: Setup and test inTELLO system
Stakeholder: InnerSpace
Notes: Verify system functionality.
Learning Period - Data Flow
Action: Begin data collection
Stakeholder: InnerSpace
Notes: Monitor initial data flow.
Kickoff Meeting
Action: Conduct kickoff meeting
Stakeholder: InnerSpace & Customer
Notes: Discuss success metrics and project goals.
Training Sessions
Training Session 1:
Focus: inTELLO
Stakeholder: InnerSpace & Customer
Notes: Provision users and monitor activity.
Training Session 2:
Focus: Explorer dashboard
Stakeholder: InnerSpace & Customer
Notes: Further user training.
First Perceived Value
Action: Assess initial user feedback
Stakeholder: InnerSpace & Customer
Notes: Ensure users find value in the product.
Explorer Dashboard Creation
Action: Create first draft of the Explorer dashboard
Stakeholder: InnerSpace
Notes: Develop and review dashboard.
Success Criteria Completion
Action: Achieve success criteria
Stakeholder: InnerSpace & Customer
Notes: Confirm criteria are met and documented.
Comprehensive ROI Analysis and Future Growth Projection Report
Action: Create ROI analysis report
Stakeholder: InnerSpace
Notes: Analyze ROI and project future growth.
3 Month QBR
Action: Conduct quarterly business review
Stakeholder: InnerSpace & Customer
Notes: Present completion of success criteria, ROI analysis, and custom report.
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