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Version: 3.0

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