How to use it
There is no order you have to keep. Three moves, and the first one can happen today.
- Step 1
Start where you stand
Onboarding management, data migration, enablement. You are rarely at the same level in all of them. The self-assessment puts a number on each one.
- Step 2
Pick the area that limits you
The slowest area sets the pace of every onboarding. That one goes first, the rest can stay as it is for now.
- Step 3
Work the topics it names
For every area and every level, the playbook lists what to put in place next, and what can wait.
Four areas, each at its own level
Every area matures at its own pace. That is normal, and it is where the work starts.
Onboarding Management
Ownership, timelines and readiness, coordinated across teams.
Data Migration
Customer data validated before it enters the product.
Enablement & Support
Customers know what happens next and keep moving.
Governance & Ownership
Sign-off, clear ownership, decisions that don't wait.
The six delivery principles
The standard every area is measured against, drawn from more than 10,000 onboardings and migrations.
End to end or not at all
One observable process, from the trigger to the validated import in the target system.
Repeatability beats heroics
Every run can repeat. No step depends on the one person who remembers.
The dress rehearsal is the performance
Test the full path as often as needed. An approved test run is the live run.
Validation in the target system
Counts, sums and relationships checked where the data ends up. Automatically.
One process for customer 1 and customer 100
Scale comes from reuse, not from headcount.
Every run improves the next one
Patterns and quality rules flow back. The process learns.
FAQs
It depends on source format and data quality: a single-location customer with a clean export runs in well under an hour, a multi-location customer with an SQL dump can take several hours. The honest answer comes from a test run, and the playbook treats that test run as mandatory, not optional.
Four steps: walk the field list with an owner per field, run the full path on anonymized test data, rehearse until the dress rehearsal equals the performance, then go live with an automatically generated check report. Every step is repeatable. That is the point.
In a shared portal: the customer, their IT partner and your team look at the same board, each seeing the tasks that concern them. No status emails, no gap where the customer wonders whether anything is happening.
No. The six principles hold for any onboarding operation. They come from 10,000+ onboardings and migrations, not from a product spec. The platform is one way to implement them without building the tooling yourself.
Five minutes to see where your client onboarding stalls
The check places your onboarding on one of five stages, from ad-hoc to M&A-ready, and shows which of the four dimensions is holding you back. No call, no calendar.
Start the checkUp to 24 questions · about 5 minutes · free
Playbook insightsSee the playbook applied to your setup
Thirty minutes on where each of your areas stands and which one to take on first.
In 30 minutes we cover:
- Where each of your four areas stands today
- The area that limits your pace right now
- The topics to take on there first
- What can stay as it is for now
30 minutes · Free · No obligation