We've done 7 episodes of Implementation Stories, an exclusive event with our community, focused on onboarding & implementation. We've learnt a lot from these sessions! So I'm sharing our notes from 5 of these sessions 👇 #CustomerSuccess#ProfessionalServices#CustomerOnboarding
S01E02 Nigamanth from @Gopando (Logistics & Supply Chain)
Topics:
* Make customers own the outcomes
* Value of Steering Committees
* Don't try to map the "as is" process
* Light vs heavy touch
* Gamifying adoption
* What's in a team name?! notion.so/Implementation…
S01E03 @jharnamoorpana from @WebEngage
Topics:
* KPIs for onboarding
* Handling data integrations
* Weekly themes & checklists
* Hand-offs
* Roles in mature onboarding teams
* Hiring
* POCs notion.so/Implementation…
S01E04 Ashish Singh from @innovaccer
Topics:
* Value Delivery Model
* ROI and timeliness
* "Unfiltered" transparency
* Handling data
* Training
* Self-sufficient pods notion.so/Implementation…
S01E05 @ashortcut from @FreshworksInc
Topics:
* Culture & Project Management
* Power distance, Uncertainty, Perception
* Unsaid responsibilities of project management
* Dealing with bad news
* Guiderails for strong implementations notion.so/Implementation…
S01E07 @kv_karthik from @Insent_ai
Topics:
* Early stage CS team roles and skills
* Customer's maturity & varying implementation approach based on Gen-1 vs Gen-2
* Essential touchpoints w/ customers
* Phased approach & early value
* Agile implementations notion.so/Implementation…
Hope you found these notes useful! Join our "Well Begun" community for implementation and onboarding specialists, CS & PS leaders, start-up founders, if you liked what you read above! bit.ly/3oObUNf
Fin.
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