Onboarding Journey

Welcome to the onboarding journey of soobr - smart cleaning.

You can use the onboarding journey to:

- manage the speed of the onboarding yourself

- keep track of where you currently stand

- consume training content such es videos or articles at any time

The Onboarding Journey optimally complements the onboarding process of your CSM (Customer Success Manager) and also prepares you for any joint appointments with various content.

Overview

The Project consists of 5 phases - In the course of the project you reach various quality gates - The next phase can only be started if the respective quality gate is fullfilled:

QG 1 - Quality Gate 1 - All information for the setup is available - risks are known.

QG 2 - Quality Gate 2 - IoT data is implemented (only for Pro)

QG 3 - Quality Gate 3 - Schedule of service is digitized - Area types are assigned

QG 4 - Quality Gate 4 - Tour planning with validated simulation is completed - Project is ready to start

QG 5 - Quality Gate 5 - Joint Steering Board - Handover to operations - Support

Kick-Off Phase

Task(s)	Fill out questionnaire Order hardware
Optional	Register for the Monthly Release Notes
Goal	data is validated for Setup
Documents	Questionnaire-Customer
Dates	Kick-off

*Please download the questionnaire, fill it out and send it to the responsible CSM

Setup Phase

Task(s)	Digitize the schedule of service Upload building plans Assign area types
Optional	Set up the features according to questionnaire
Goal	QG 3 - Schedule of service is digitized - Area types are assigned
Dates	Training SETUP 1 Training SETUP 2

1) Digitize schedule of service:

1. The navigation menu

2. Digitize schedule of service

3. Creating area types/room groups

4. The .csv upload

2) Assign area types:

1. The building plan upload

2. Assigning area types

3) Optional: Set up the features according to questionnaire

Planning Phase

Task(s)	Carry out tour planning Create users Set up the features
Optional	Set up further features according to questionnaire
Goal	QG 4 - Tour planning with validated simulation completed - Project = Ready to start
Dates	Planning training Simulation analysis

1) Carry out tour planning:

"Videos"

2) Set up the features:

"Videos"

3) Optional: Set up further features according to questionnaire:

"Videos"

Go-Live

Task(s)	Training cleaning staff Go-Live Support Monitoring application
Recommendation	2 weeks of close support
Goal	QG 5 - Joint Steering Board - Handover to operations
Documents	Info and go-live checklist Handout for the cleaning staff Instructions on click behavior Short training course on monitoring
Dates	Weekly coordination Feature training

 

Training on the application:

"Videos"

Monitoring of the application:

"Videos"

*All documents can be downloaded and used further

Operation Phase

Task(s)	Ticketing via ZENDESK
Goal	Process operational request via ZENDESK
Dates	by arrangement

 

Further optional content:

"Videos"