Data Talks onboarding process

Start up

The Data Talks project manager books a start up meeting with the client, the point of contact on client side.
Go through the signed business deal to make sure the scope is clear and if there have been any changes.
Go through project plan and tasks with client and set start date and end date.
Go through the onboarding journey with the client.
Project manager informs client about ways of working in two week sprints and Asana as project tool.
Data Talks collects system information from client to configure the settings.
The project manager assigns customer tasks to the point of contact to get started with the onboarding.
The project manager will book meetings for the design of the solution.

We have a meeting regarding your business and technical requirements of the platform. The aim is to have a clear requirement description from that meeting.
Examples of business requirements is email templates, forms, pop-ups, automatic workflows, segmentations, rules etc. Technical requirements how integrations should work, data capturing, data field mapping etc.
Together we design the platform based on your needs.
The point of contact confirms the design before start working.

From the requirements start building and configure the platform to match your needs. We work in two-week sprints according to the project plan.
Data Talks configures all the collected system information and sets up the platform.
On the client side the point of contact is involved in all steps to look at.

Before Go live we need to test two times to be sure everything is working according to the solution design.
We first do what we call a pre acceptance test where our test team make sure everything is working.
When our testing is done and validated we let you as a client do an acceptance test to make sure it works according to your requirements. If something is not working we will fix that.
Then we go live!

As a part of the handover we do a training for you as a client to be able to manage the platform on your own.
We do a ground training where we go through the basic functionality of the platform to train you to manage the it on your own.
To verify your knowledge of the platform we send out a survey after the training.
If you want a more advanced training we can provide that and tailor it for your needs.

The Data Talks project manager books a meeting with the point of contact for a handover and workshop.
The aim of the workshop is to define the goals for the next 6 months and what support is needed from Data Talks to achieve those goals.
The Data Talks project manager has prior to the meeting documented all settings and features for the platform in a solution description document that we go through with the client.
After the meeting the onboarding is done and we have decided the plan forward.