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How does the onboarding process work for enterprises? (2026)

Enterprise onboarding follows a structured three-phase approach:

Phase 1: Discovery and Configuration (Week 1 to 2)

  • Define use cases and success metrics

  • Configure SSO, branding, and governance settings

  • Set up organisation structure and user roles

Phase 2: Training and Pilot (Week 3 to 4)

  • Onboard administrators and power users

  • Run a pilot discussion with real stakeholders

  • Refine configuration based on feedback

Phase 3: Rollout and Optimisation (Week 5 to 8)

  • Full organisational rollout

  • Ongoing support from your dedicated customer success manager

  • Regular check-ins and performance reviews