What to expect from Onboarding

Discover what to expect when introducing the Vestberry platform into your tech stack.

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Your success is our goal.

At Vestberry, we strive to build a lasting successful relationship with our clients, to support their growth, and to become a core part of their tech stack. The quality of the onboarding process is a crucial factor for 93% of B2B software buyers when considering a contract renewal (G2.com). According to market trends, software buyers seek the least friction possible when adding a solution to their tech stack. Our carefully designed onboarding process and expert support from the Customer Success team can deliver just that.

Project assessment

To get a clear understanding of what lies ahead of us, the first step in the Onboarding process is Project assessment. We have a look at your data structure and sources. Together we agree on the project timeline, set expectations, and resource allocation. For a successful onboarding, commitment from both sides is a must.

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Project kick-off

Your dedicated Customer Success Manager then will organize and run a meeting with you to define general objectives, clients goals, introducing timeline of the onboarding. We will also agree on important milestones, training process, and transfer of the data.

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Onboardingthe data & the team

We start with data migration. It is agreed during the Kickoff how much assistance do you require. If the capacity & the budget allows, we are happy to do full data migration for you.
A side benefit of the migration is Data cleaning and the opportunity to consult on best practices. Once the data is ready, the team is next. We offer a variety of training from self-study to on-site workshops at your office.

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Project wrap-up

Time for the feedback! Project wrap-up includes reviewing the objectives and milestones we set in the plan. We double-check the data on the platform. We review if expectations were met on both sides. We make sure the team has become a confident platform user.

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Final handover

Onboarding is just the beginning of our relationship. Both the Customer Success and Support teams are available to you on a regular basis. We look forward to quarterly review calls, client surveys, feature suggestions, and many interactions via live chat.

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Data migration brings its own benefits

Gap analysis

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Data structure review

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Data error check

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Consulting

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Benchmark

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Best practices

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Support via live chat

For all our clients, there is available support via live chat directly in the Vestberry platform. So if you get a question or run into a problem while working on the platform, help is just one click click away. Do not hesitate to reach out to our Support team.

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We have a proven track record with clients of all sizes

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Read client's onboarding story

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How long does it take to onboard Vestberry and what are the best practices?

Norrsken team started using Vestberry in just 4 weeks. Dedication from the client's side during the onboarding is essential. Understanding this, the client can have a single source of truth, the right numbers in place, and higher process efficiency within a few weeks.

Natalia JAMBOROVAHead of Customer Success & Support

Discover the power of Vestberry Platform