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