What to expect from Onboarding

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


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.


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.


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.


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.


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.


Data migration brings its own benefits

Gap analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Data structure review

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Data error check

Lorem ipsum dolor sit amet, consectetur adipiscing elit.


Lorem ipsum dolor sit amet, consectetur adipiscing elit.


Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Best practices

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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.


We have a proven track record with clients of all sizes


Read client's onboarding story


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