The onboarding process is an intentional and personalized method of implementing Altium 365 into your day-to-day operations. This document outlines the process, explains the benefits of an Altium 365 onboarding and what you can exp ect throughout the process.
Up to 5 hours of personalized onboarding with a dedicated Customer Success Manager (CSM) to ensure you get the best start towards your successful adoption of Altium 365. The 5 hours is intended to give you enough time to cover the topics below:
This call usually takes place soon after you purchase an Altium Pro Subscription Plan, which gives you pro-level access to the Altium 365 platform. A CSM is assigned to your account to help guide you through the onboarding process. The focus of this call is to make introductions, determine the goals you have with Altium 365, start to formulate a customized onboarding plan and key milestones of success, and schedule the initial onboarding session.
During the Discovery Call, the CSM will help identify the main areas of Altium 365 your company plans to utilize and implement. Based on these areas of importance, the CSM will formulate an onboarding session that discusses and demonstrates these same areas. They will also identify and set key milestones as benchmarks for successful adoption of Altium 365.
This is the first training session and onboarding covering the topics discussed in your Discovery Call. Generally held via Zoom this session allows you to invite your team members, managers and other key stakeholders.
During the onboarding session, the CSM will demonstrate the areas discussed during the Discovery Call, answer questions and explain how these tools can be used to enhance your design process to be more effective.
The following is a list of topics that are commonly discussed during the initial onboarding session:
As you can see, a large amount of content is covered in the initial onboarding session. It may be helpful to have follow-up training sessions with team members that are responsible for specific areas and tasks related to Altium 365. Some tools and features require more in-depth knowledge than a general user may need to know. Your CSM will reserve time for these additional sessions, as needed.
Some common topics that may require a separate session are:
During the onboarding process, your dedicated CSM is available for technical assistance and once your onboarding is complete, you will have all the resources to find additional help, if needed. These resources include Documentation, Altium Academy and On-Demand videos, and priority LiveChat support.
Once your onboarding process is complete, your CSM will have helped you identify and begun implementation of the areas in which Altium 365 can be immediately beneficial to your organization. This is known as your Desired Outcome. The results being the indicated milestones are tracked and successfully completed. This desired outcome would indicate that your organization has successfully implemented and adopted Altium 365 into your organization and processes. Also, your CSM will continue to keep track of your milestones and goals. If there are additional features or improvements that may directly impact your organization’s success, they will contact you in order to share these latest updates. They are your advocate to success when it comes to Altium 365. You may also be contacted to complete a short survey and provide feedback about your onboarding experience.