Customer onboarding

Getting Started

What does it take to implement PorterLogic? How much time will it save? What does a new customer journey look like? We've laid out an example onboarding timeline to help address these questions

Timeline

Week 1

Design

Week 2 - 3

Integration

Week 4 - 5

LogicFlows

Week 6

Review

Week 7

Go-Live

Week 8

Assess

Step 1

Strategy & Design

  • High-level whiteboard session to confirm process
  • Define success criteria and set project expectations
  • Provision company account and set up secure access
Average Duration
1 week
Est. Client Hours
6 hours
Est. PorterLogic Hours
12 hours
Step 2

Integration & Logic Definition

  • Connect PorterLogic to your existing systems
  • Build reusable connections only once
  • Define custom process logic in detail
Average Duration
1 - 2 weeks
Est. Client Hours
20 hours
Est. PorterLogic Hours
40 hours
Step 3

LogicFlow Creation

  • Assemble initial version of LogicFlow in PorterLogic
  • Our tech automatically translates flowcharts into software
  • Empower customer project team through training
Average Duration
1 - 2 weeks
Est. Client Hours
2 hours
Est. PorterLogic Hours
40 hours
Step 4

Review & Test

  • Meet with project team to review LogicFlow results
  • Iteratively tweak the flow to achieve desired outcome
  • Address any issues or bugs in the design
Average Duration
1 week
Est. Client Hours
4 hours
Est. PorterLogic Hours
8 hours
Step 5

Go-Live

  • Complete final acceptance testing in live environment
  • Turn on production flows and begin using PorterLogic
  • Monitor for issues (at least 20 hours of support included)
Average Duration
1 week
Est. Client Hours
24 hours
Est. PorterLogic Hours
up to 20 hours
Step 6

Success Assessment

  • Review project results against success criteria
  • Gather feedback from customer project team
  • Enumerate lessons learned for subsequent LogicFlows
Average Duration
1 week
Est. Client Hours
2 hours
Est. PorterLogic Hours
2 hours
Duration and hours estimates are based on an example, average initial implementation. We will provide a personalized statement of work and projected timeline for each project.

Savings you wouldn't think possible

  • Start to finish in weeks, not months
  • Constantly find new use cases and savings
  • Ongoing support for anything you need

Our goal is to empower you to control your software

We offer trainings and ongoing support to help you and your colleagues work independently as quickly as possible.