Customer Onboarding

Increase awareness, adoption and utilization of EA across all aspects of your software investment. We start by understanding your environment, future vision and planned objectives. Then our experts work with you to develop a Customer Success Roadmap to track and deliver against your specific training goals, needs and priorities.

What you gain

  • Accelerated ability to stand up and integrate newly acquired software and licensing into your environment.
  • Fast identification of what long-term success means for each EA.
  • Full understanding of the entitlements, capabilities, and terms and conditions of your licensing agreements.
  • Development and realization of your EA journey with a roadmap that details where and how TBX will help you achieve your goals.
  • Educated end users and stakeholders able to operate and manage new software with confidence.
  • Faster onboarding of new hires with evergreen EA training deliverables.

What we do

Develop a foundation for success

Tools. Provisioning resources. Reporting capabilities. Internal quote support. Maintenance optimization techniques. We provide it all.

The onboarding process covers core topics related to consumption success. It also identifies and supports custom requests. This creates a solid foundation as you move into the Customer Success framework of EA+.

Streamline onboarding

Increase the awareness, adoption and overall use of your EA. Successful software outcomes are tied directly to a clear understanding of the fundamental capabilities available for utilization for each consumption program and software license.

Our experts build this knowledge base in a collaborative ideation session. We help define your current environment, future vision and key objectives. Then we design a strategic plan to maximize feature utilization over the term of your agreement.

Plan for success

Our Customer Success Roadmap is tailored to your goals, priorities and need for lab services, adoption activities and EA+ management. Long-term success requires in-depth planning and focused conversations with stakeholders to align internal initiatives with business goals and strategy.

For these conversations to be fruitful, your stakeholders must be aware of the issues that can hinder your ability to extract full value from an EA. Our experts provide education across all components of an EA to help your teams overcome any hurdles they might encounter.

How we help

Onboarding kick-off

An ideation session and moderated discussion to fully understand your current environment, future vision and business objectives. Our experts then chart a custom course to maximize feature adoption and utilization over the term of your agreement.

Customer Success Roadmap

The main deliverable from the Onboarding kick-off. A customized document outlining your needs, goals and priorities. Providing a clear adoption strategy and plan for achieving success.

EA+ Portfolio

EAs are complex legal contracts. Your EA+ Portfolio delivers the many moving parts of your EA into a single document. Licensing and support information. TBX contacts. Key callouts. Any other particulars needed to streamline interaction with your EA.

Virtual EA community

When appropriate, our experts can develop an EA Community on TBX’s Platform, that will house all applicable EA details. This secured site provides online access to all contract details, consumption specifics and supporting documentation. Plus any service-focused programs or initiatives.