Showing posts with label onboarding. Show all posts
Showing posts with label onboarding. Show all posts

Wednesday 1 February 2023

SaaS Product surrounding services

Onboarding - Ability to allow customers to sign up to trials, sign-up as a customer, payments and billing.

Sales Channels - Ability to bring on new customers from various channels like other websites, digital adverts, telephone,... Can be from very simple to supper complicated.

Service Page - All clients to see the current status of your SaaS products e.g. 

https://portal.office.com/servicestatus

https://status.quickbooks.intuit.com

A lot of incident management software offers white labelled status page

SaaS solutions include: 

statuscast.com

statushub.com

Sunday 16 August 2020

Onboarding staff and New Starters for SaaS

Overview:  With large SaaS projects, various stakeholders tend to start at different times.  For me it takes a while to get all team members up to speed with: domain knowledge, technical knowledge, our design and big picture, company specifics. 

Thoughts:

In person and Teams/Skype meetings are great for building relationships and getting the most information to the new starter.

Record presentations, then shorten and annotate the presentation to make focused high impact onboarding material that can be reused across various roles.

For each starter, ensure they have an introduction/onboarding plan:  Book meetings, get the people the background, have resources e.g. websites, mp4. glossary of terms ready:


Resources:

List out useful resource specific to the role.  I tend to keep these in SharePoint but as long as content if searchable and consistent and of value, I am in the right place.