Change Series: Onboarding 2.0 Self-Help onboarding

Objective: Standard process to have customer import templates back to the domain instead of us doing it.

Rational: Champion Empowerment and Long Term Retention

Work with a diverse team

• Client

Client experience is what we value no matter which approach we take.

• Sales

Value personal relationship with client stakeholder; Need to see through the outcome to make sure the client is happy and will…

Import/Onboarding Experience Project — Fruits of the Labour

Finally, after the hardworking with the PSC team and endless waiting, the timing is right and we have additional dedicated PM resources to work on the importing and setup issues.

Reasons to stop Project Signoff for SMB

Victor Cheung Style Synthesis:

Change Series: Streamlining SMB Project Signoff

We will not send Project Signoff to small medium-sized clients.

Lead the Change — Customer Centricity

Project: Self-Onboarding 1.0 align all stakeholders & deal with pushbacks

Lead the Change

Customer-Centric

Q 1 Epiphany Journey

It starts from a technical challenge to try to build a team level dashboard so everyone has visibility. But now it’s there, my mind just expands more and wants to achieve more.

This is the evolution of my thinking:

• > Create a team level…