Onboarding
From day one, we’re here to accelerate your success. With a guided onboarding experience, hands-on demos, and expert support, you’ll be up and running on CryspIQ® quickly—ready to turn data into answers with speed and clarity.
Connect & Kick Off
- Welcome email sent with next steps and key contacts
- Organisation details confirmed
- Organisation instance created with initial configuration
- Onboarding materials provided
- Kickoff meeting completed
- Roles and responsibilities defined
- Outcomes required and Success metrics agreed
- Delivery timelines and milestones agreed
- Open communication channels
Setup & Training
- User roles and permissions configured
- Data integrations or migrations initiated
- Perform code validation for customer-developed plug-in
- Branding / customisations completed
- Feature configuration based on your needs
- Initial data loads and validation completed
- Access provided to all relevant team members
- Methodology walkthrough
- Product walkthrough
- Admin and end-user training sessions
- Access to knowledge base, documentation, and tutorials
- Use cases demonstrated
Go-Live & Beyond
- Final checks and approval
- Launch communication
- Monitoring tools and alerts
- Success point of contact
- Initial feedback collected
- 30/60/90 day check-ins
- Product usage analytics
- Health score established
- Feature adoption plan