Alvaro - Onboarding Plan

Owned by Fedra Jacob
Last updated: May 21, 2024 by Alvaro Hudson
1 min read

 

Step Name

Description

Links

Comments

 

Step Name

Description

Links

Comments

Complete all the tasks from the HR department

 

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) Madelyn/Henry/Matt Overview with Eugene
Sales Overview with Ian

 

Fedra will help to set these meetings

Product Knowledge

Platform Walkthrough

Pipe17 Help Center

 (Read the articles and validate the concepts on the platform. My recommendation is to take a use case and review 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://support.pipe17.com/hc/en-us

 

Knowledge Transfer (KT) Meeting with a CS Member

  • General product functionality

  • Basic lingo

  • Differences between environments (Internal/Master/Stage)

  • Questionnaire explanation - Netsuite

 

Madelyn/Matt

Asana Ways of Working (WoW)

Walk through Asana and how to use it.

 

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

  • Jayva Brands (@Matt Schaefer (Unlicensed) )

  • Channellock. INC (@Henry )

  • Fasteners (@Henry )