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Support can be accessed once your in-person training session with a Product Expert has been completed. Your ShareVision subscription includes unlimited technical support to your Primary ShareVision Administrator. This is a valuable resource.
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\uD83D\uDD17 Reference materials
Onboarding Queue
#0 Pre-Training Session - Check Training Module log-ins Y/N
Name: Online Training
#1 Final Session Y/N
Name: In-Person Handoff
#2 Post-Training, Getting Started: ADMINS - User Audit; User Logins - Indv + Programs + Security GRPs Y/N
This will likely be where most new clients are for a long period of time - this is the group we target for billed “onboarding sessions” going over important and practical topics. Similar to getting more but more focused on early stage implementation; sign up sheet, held 2 times per month. Billed at an hour each attendance.
Name: Admin Site Set-up
#3 Site Users - Evaluate site activity - # of active users, logins and entries, is there a threshold? Y/N Are the staff using their Site yet?
reminder - Template of “going live”
Name: Site Adoption
#4 Fully Live - they’ve done as much as they can to go live and implement their site; maybe low frequency touchpoints for accounts in #5 during the first 12 months - useful tips, getting more invites, Yvonne personal outreach (she was interested in this - reaching out to clients using the PE queue to see if they had any custom work requests pending)
Name: Site Fully Live
#5 Ongoing Support - Onboarding Complete
Name: Site Complete - ongoing support
Onboarding of new client is considered complete. Yes, site is fully live. Clients set to #5 have a fully populated site full of users completing their daily responsibilities. Once in this stage, all that is needed is occasional outreach to provide helpful resources: i.e Getting More sessions, new site features in updates, infrequent check in. A client, depending on their speed of going live, may spend several months in this stage with little need of assistance from SV before their first year passes.