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