Sergio - Onboarding Plan

Step Name	Description	Links	Comments
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
Knowledge Transfer (KT) Meeting with a CS Member	General product functionality Basic lingo Differences between environments (Internal/Master/Stage) Questionnaire explanation - Netsuite		Henry/Fernando/Ilya
Asana Ways of Working (WoW)	Walk through Asana and how to use it.		Dayana
Shadowing Meetings	2 weeks of only shadowing. 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