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Project Insight Enterprise
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Project Insight Onboarding Process
Project Insight Team
Both Teams Together
Customer Team
1. Kick Off
Meet Your PI Customer Success Team Member
Review Automation Goals
Request Existing Reports
2. Configure Workspace
Install optimal add-ons
Invite admin users to Project Insight
Determine best settings for your team
3. Customer Admin Training
Customer Admin User Training
Adding Projects
Adding Tasks
4. Customer Practices
Adding & Inviting Users (usually other Project Managers)
Practice Adding Projects and Project Requests
Practice Task List
5. Review & Answer Admin Questions
Review Project Insight Configuration
Answer Questions on Admin or Projects & Tasks
Set up Additional Processes
6. PI Team Performs Configuration Changes
Configure Project Insight Workspace
Create Custom Fields or Custom Items
Implement Additional Processes
7. Project Manager Training
Work through real-world project plans
Review & refine customer processes
Teach PM best practices
8. Customer Practices Projects & Tasks
Continue to add and execute projects
Implement PM best practices
Discover new changes needed
9. Setup Reports & Configuration Changes
Setup project portfolio reporting
Configure features and add-ons
Tweak customizations
10. Training Team Members
PI consultants lead customer team member training sessions
Teach customer project managers how to train
Post team member training videos for future reference
11. Finalize Reports & Finish Details
Build any remaining reports
Finalize customizations
Answer customer questions
12. Customer Go Live
Attentive Go Live team to ensure your satisfaction
Customer 100% live with Project Insight
PI account team continues to support you as you grow