November 10, 2020

The 7-step partner mini-guide to onboarding customers

Organizations don't make the jump to digital collaborations overnight. It takes months—or even years, depending on their size—of careful planning and strategy to come up with a transition plan that doesn't compromise operations while everybody gets onboarded. It's our job, then, to guide our clients and partners as to the best way they can make their digital plans happen. Of course, this isn't always easy—some organizations have highly rigid and complex structures that can take a while to adapt and integrate new technologies, while others may have multiple stakeholders who need to be consulted during each stage of the process. Either way, a clear and well-established roadmap goes a long way toward ensuring the process goes as smoothly as possible. That's why we've created this infographic—to provide you with 7 time-tested steps that can make your customers' Microsoft Teams adoption as seamless as possible. Use it as a handy cheat sheet for yourself or your sales teams, or bring it along to executive meetings for a visually impactful way of presenting a solid implementation strategy that's recommended by Microsoft.