Product Adoption

Onboarding & Enablement

Kicking things off with a bang!

Your priorities are our priorities.

Your first four weeks with us are designed with one thing in mind: to get you started quickly and set you up to meet your goals. You'll then have access to ongoing support and guidance from our awesome Customer Success team.

Time-to-Value Onboarding in 4 Weeks

This is a sample plan to help you understand what you can expect from your onboarding process. Typically, our customers complete onboarding within 4 weeks -- some do it even faster -- and we focus on identifying your primary use cases and goals.

Since onboarding is dependant on your use cases, we’ll structure onboarding and prioritize objectives to your needs.

During onboarding, you’ll work with your own dedicated Customer Success Manager to build a roadmap to accomplish both your immediate and long-term goals. The Xeneta expert will act as a project manager to hold your team accountable for achieving your objectives and offer best practices.

Week 1

Plan

In our first week, we begin with a kick-off to generate joint understandings of onboarding goals and expectations.  

Key Outcomes
  • Joint understanding of onboarding goals & expectations

  • Xeneta support & resources known

  • Determine when freight rates will be received

  • Login credentials setup

Week 2-3

Empower

The second phase is all about the data. This provides you with valuable first insights into your freight rates (and in just 3 weeks!). Additionally, the focus at this stage is on your user enablement.

Key Outcomes
  • Freight rates imported
  • Platform training session completed
  • Walkthrough outstanding questions/concerns
  • Establish future communication cadence

Week 4

Optimize

After reviewing again onboarding goals, Success KPIs and targets for the upcoming weeks and months are agreed upon. 

Key Outcomes
  • Confirm all users have logged in

  • Provide and review homework material

  • Agreed success KPIs, mid-term goals/roadmap, and mode of interaction

Week 5-6

Excel

When you complete your onboarding, you’ll be confident using the platform to reach your goals. Feedback sessions with the users provide valuable insights for a successful experience.

Key Outcomes
  • Monitor, Analyze, Budget & Tender use cases
  • Market Trends
  • Best Practices
  • Feedback

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