It’s your lucky day! After years of struggling to keep yourself and your team organized, you’ve been given the green light to look for a viable project management solution. Your ideal program will give you reliable schedules and provide you with high-level reports for management and stakeholders alike. So where do you start?
There are a lot of PM tools on the market. It’s easy to get overwhelmed—especially if you feel like you have one shot to get it right. After all, you don’t have the time or money to invest into multiple solutions and see which one works best.
Here’s an important question to ask when you’re shopping for project management software:
“What kind of support do you offer?”
The process of onboarding a team and getting them to adopt a new process and tool can be challenging. That’s why it’s crucial to have impeccable and dedicated support—product experts that will help you through the initiation and afterwards so you can get the most out of your platform.
As a product and company LiquidPlanner is committed to helping customers succeed. One of our most important investments is in you—our newest customer!
Here’s a rundown of the support we offer our customers:
Quick Start Program
Concerned about the learning curve to use LiquidPlanner? Don’t be! We offer qualifying customers access to our Quick Start Series, where an experienced member of our Customer Success team will walk you through the basic. You’ll receive help structuring LiquidPlanner around your existing workflow, and get all your questions answered. Yes, all of them.
Your Quick Start includes:
- One 30-minute welcome call to introduce the Quick Start Series and learn more about your business needs
- One 60-minute workspace consultation
- Two trainings (60 or 90 minutes) on topics such as Building Your Workspace, Dashboards, or Analytics
- An LP Playbook template
The LP Playbook
We know how important onboarding and adoption is in the beginning stages of implementing new software. If your team doesn’t use your new PM system, or buy in to the new process of managing work, your chance of success is almost nil.
The LP Playbook is your very own user’s manual—with rules of engagement, goals and guidelines established for the entire team, from Day One. We provide a template for you to work from, too. Some of the Playbook details might include:
- Who can prioritize tasks
- When to log time and submit timesheets
- Setting your availability
- Using email notification.
Download a free LP Playbook template here.
Whether you’re a visual learner or someone who likes to read how-to’s and learn about the newest features, our Help Center is where you’ll find articles, videos and webinars on how to use LiquidPlanner for all of your PM needs. It includes:
- Articles on every topic you could imagine, organized into logical groupings like “Key Concepts” and a special page devoted to “Getting Started”
- On-demand webinars
The Customer Success Team
We have a team of product experts who are there for you if you run into an issue. Here’s the rundown:
Who: A rock star team of ready-to-help Customer Support Specialists, Customer Success Managers, Account Executives, Professional Service Consultants, and our Accounting team
What: Have a how-to question that’s not covered by one of our help guides? Think you found a bug? Have a great idea for a feature request? Need assistance updating your billing settings? We can help you with any of these things and more!
When: 7 a.m. – 5 p.m. U.S. Pacific Time, Monday-Friday
How: Give us a call at 1-888-551-5572 or email us at email@example.com.
Your success matters
While other project management software out there might help you organize your work and collaborate more effectively, LiquidPlanner doesn’t just care about project management; we also care about you. We want to help you customize your workspace so you can maximize your value from LiquidPlanner. We aim to help bring your team, management, and stakeholders on board as a group effort. Our Customer Success Team can’t wait to help you turn your chance at a viable project management solution into a wonderful success. So if you have any questions, just ask!
If you’d like to learn more about the method behind our project management magic—and our impeccably realistic and reliable scheduling system—download our eBook, “An Introduction to Dynamic Project Management.”