Userlane's onboarding methodology ensures fast time-to-value, a structured implementation experience, and sustained software adoption. This structured, multi-phase approach is guided by a dedicated Customer Value Manager and supported by onboarding specialists and technical consultants to ensure all stakeholders are aligned on objectives, implementation, and success outcomes.
The Setup and Onboarding package includes the following services.
Phase 1: Project Initiation and Technical Setup | |
Kick-off workshop | Conduct a remote session to assess requirements, define success criteria, align on project goals, schedule, and scope. |
Technical setup | Coordination with Customer IT to deploy the Userlane Browser Extension and/or Snippet, including SSO if applicable. Includes one (1) technical planning session and one (1) testing session. |
Userlane training | Provision of access to Userlane’s e-learning content and best practices material, supported by one (1) expert-led sessions where needed. |
Phase 2: Success Plan, Content, Testing | |
Success plan definition | Planning and consulting call focused on content strategy, analytics structure, and audience segmentation. |
Go-Live planning & support | High-touch support for up to three (3) weeks, with up to two (2) 30-minute remote sessions per week. Designed to facilitate a smooth launch and user adoption. |
Phase 3: Go-Live & Hypercare | |
Go-Live & Hypercare | High-touch support for one (1) week, with up to two (2) 30-minute remote sessions. Designed to facilitate a smooth launch and user adoption. |
Userlane and certified Userlane Partners offer additional services upon request. If you are interested, please ask your Userlane contact for more details.
