Page Comparison

Complete all the tasks from the HR department

• Email Settings

• Profile (picture and job position)

• Signature

• Browse our intranet

  • Employee Handbook

  • Org Chart

 https://sites.google.com/pipe17.com/team-pipe17/home?pli=1&authuser=1

Intro meeting with Management

Meeting with the Success Director to briefly discuss the team’s goals and perspectives.

Get access to all the required Tools

• Google Services: Gmail, Calendar, Drive

• Asana: Customer Onboarding Tracking Project

• Confluence: Internal Documentation

• 1Password: Desktop and Chrome Extension for Password Management

• Datadog: Cloud Monitoring Tool

• Zendesk: Ticketing and Support Tool

• Hubspot: Integration with Gmail, Download Chrome Extension

Intro meeting with the team

Marketing Overview with Derric
Product Overview with Anand
Support Overview with Patrick/Fedra
Customer Success (CS) Fernando/Henry/Alvaro

PM-> Dayana

Overview with Eugene
Sales Overview with Tiffany

Account Manager-> Kelly

Fedra will help to set these meetings

Product Knowledge

Platform Walkthrough

Pipe17 Help Center

(Read the articles and validate the concepts on the platform. I recommend taking a use case and reviewing how the configuration would be done in the system. Validate exceptions that are received)

https://drive.google.com/file/d/1-jW4vt7ky7A3AaCB53HYR5Z4tY8OrmRa/view?usp=sharing

https://docs.google.com/document/d/1wXTklFSLSTG3ritLGvGCQelyuHoH_l6X4Jy3n9ibmiw/edit?usp=sharing

/wiki/spaces/CUSTOMER/pages/1310883860 (The KB will be very useful now and in the future!. Save this link!)

Knowledge Transfer (KT) Meeting with a CS Member

• General product functionality

• Basic lingo

• Differences between environments (Internal/Master/Stage)

• Questionnaire explanation - Netsuite, Acumatica

Henry/Fernando/Ilya

Asana Ways of Working (WoW)

Walk through Asana and how to use it.

/wiki/spaces/CUSTOMER/pages/1876885507

Dayana

Shadowing Meetings

1. 2 weeks of only shadowing.

2. 2 weeks of small clients accompanied by a CS member.

Useful documentation

Trainings by our product team:

Check training related to Netsuite, Shopify, Amazon, Ticktok, etc.

https://pipe17.atlassian.net/wiki/x/AQCoXg

Use free moments to advance with these videos.

Asana’s project to review