What to expect from Onboarding

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.

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.

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.

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.

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.

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.