Note: As of 5/9/2015 the LiquidPlanner trial period is now 14 days.

You’ve signed up for your team’s free 30-day trial. Now what?

liquidplanner trial

To help you and your team make the most out of your trial, here’s a week-by-week guide that shows you what to focus on and what features to use over the course of your evaluation.

If you have any questions, reach out to us at any time.

Week 1: Build your schedule

To start, we recommend you experience a complimentary product demo with a product advisor to get to know the product as quickly as possible. This way you can ask questions pertinent to your group and get them answered early in the process. The first week is where you front load your initial learning so you can really rock ‘n’ roll during the rest of your trial.

Primary focus:

Set a goal to become comfortable with the way our unique scheduler works. Start building a small project or a portion of a project. It’s best not to worry about building out your entire portfolio – you’ll have plenty of time to do this! Again, your purpose is to test-drive LiquidPlanner to see how and if it works for your team.

Your week 1 to-do list:
  • Call your Account Coordinator to set up a personalized consultation. If you don’t know who your AC is, call our sales line at 1-888-881-2561.
  • Learn the basics. Watch these four key videos from our Learning and Support Center to see how we work and start building:
  • Start simply. Build out a project, or a part of one. Get a feel of how our key methodologies, such as priority-based scheduling and ranged estimation work.
  • Invite key team members into the workspace. If you can get others using the product as regularly as possible, you’ll be able to test our collaboration features and make a more realistic assessment of how LiquidPlanner works for your team. Plus, this will make it easier to get buy-in from the entire team when it comes time to purchase your licenses.

Week 2: Try more features—time tracking, collaborating and revising.

Primary focus:

This is when you want to get a feel for what everyday life would be like in LiquidPlanner. Have everyone who will be using the system use it! Get in there and start managing daily tasks. Use the time tracking tools, go to town on commenting, attach documents, estimate your tasks and revise schedules. This will show you how our automatic scheduling seamlessly deals with change and how our collaboration features keep the work process moving forward.

Your week 2 to-do list:
  • Start using packages. Now that your project/s are set up, start prioritizing work with packages to get a sense of how to organize work in LiquidPlanner , and refine your expertise of priority-based scheduling.
  • Send comments to other team members.
  • image002
  • Have any new members review task estimates or create their own.
  • Track time and run reports.
  • Read up on our multi-project scheduling, especially the section titled “Using Packages for Cross-Project Prioritization.”

Week 3: It’s reports and analytics time

Primary focus:

Now that you’ve had people working in LiquidPlanner and tracking effort, this is a good time to start using our reports and analytics tools. In other words, it’s time to dive deep! Baselines, custom reports (analytics), budgeting, setting up bill rates and pay rates—these are the more complex features of LiquidPlanner. Test these once you know that our scheduling works for you.

Week 3 to-do list:

Week 4: Start advocating

Primary focus

This is the time to advocate for buying LiquidPlanner licenses if the trial has proved a good fit for your team and projects. We recommend that you anticipate the transition from evaluation to purchase as part of trial so you can prepare for a smooth onboarding, keep the momentum you’ve already built, and retain the work from your trial period.

Your week 4 to-do list:

30 day trial

  • Talk with team members throughout the trial time, but especially a week before your 30 days is up to get consensus on how LiquidPlanner is working for your team.
  • Talk to your boss, manager, board of directors—whoever is going to green light your decision to use LiquidPlanner.
  • Start discussing pricing options and, again, work this consideration into the monthly trial time.  Get your ducks in row—so when the 30 days is up you’re ready to make a move.
  • We want to make your onboarding as smooth and rewarding as possible. Ask about our customer support and training options and, if you have roll out or implementation questions, now’s the time to contact a product advisor.

Even after 30 days of dedicated use, you’ll find that LiquidPlanner has more to offer. For example, customers report that the more they make ranged estimates, the better they get at planning for projects and understanding what’s needed for a similar project going forward. Plus, we’re always updating and adding features based on customer feedback. As our customer, you become a partner and help us improve our product to be the best in its field.

We hope that you and your team have a fruitful trial! If you have any questions, comments, curiosities about using LiquidPlanner and embarking on a trial, please contact us.

Evan Hill is a Product Advisor with LiquidPlanner. He’s been with the organization since 2011 and has over six years’ experience working with SaaS companies here in Seattle. When he’s not assisting clients, he enjoys playing softball, listening to and making music and eating.

Note: As of 5/9/2015 the LiquidPlanner trial period is now 14 days.

Interested to learn more? A product expert can answer questions and show how LiquidPlanner can solve your problems and meet your needs. Request a demo!

Related stories:

7 Important Facts About Using LiquidPlanner’s Quick Filter
LiquidPlanner Keyboard Shortcuts
Project Management Shortcuts: Resource Leveling Made Easy

How to Make the Most of Your 30-Day Free Trial With LiquidPlanner was last modified: March 13th, 2017 by Evan Hill