LiquidPlanner Onboarding

LiquidPlanner Onboarding

Set your team up for success with our training and onboarding services.

 

Change is hard, but you’re not on your own—our customer success team is here to help. We’ve led thousands of successful onboarding engagements to help teams transition and implement LiquidPlanner. Take a look at our onboarding package options below.

*A 10-seat minimum is required for onboarding services.

Gold Package

Overview

The Gold package is a comprehensive onboarding program dedicated to helping your workspace administrators and managers learn LiquidPlanner and configure the workspace to address specific processes and team workflows. In addition to providing support and guidance for smooth implementation, this package also includes multiple training sessions for your team.

What’s Included

  • Five sessions with a LiquidPlanner onboarding expert
  • Dedicated Onboarding Specialist from Onboarding Strategy Kickoff through to Onboarding Wrap-Up
  • Help and guidance from the LiquidPlanner Support team
  • Access to the Onboarding Resource Kit and the LiquidPlanner Help Center
  • 45-day onboarding timeline
Day 1

Onboarding Strategy Kickoff


In this kickoff session with your LiquidPlanner Onboarding Specialist, you’ll review your implementation plan, business goals, processes, and challenges that will shape how you use LiquidPlanner.
Day 7

Workspace Workshop


This is a hands-on workshop for workspace administrators and managers to learn the keys to setting up projects and using features like data customization.
Day 14

Workspace Consultation


This session targets workspace administrators and managers to help refine the structure of work, leverage advanced scheduling options, and implement other optimizations.
Day 35

Team Essentials Workshop


This is a hands-on workshop to show your whole team how to use LiquidPlanner and be ready to productively use the tool on Day One.
Day 45

Onboarding Wrap-Up


This session is a progress review after your team goes live with LiquidPlanner, recapping your goals and addressing any outstanding questions.

“The three training sessions that we received were extremely well done and proved critical to the adoption of LiquidPlanner at DNASTAR.”

Jennifer Stieren | Project Manager, DNASTAR

Silver Package

Overview

The Silver package includes two sessions with a LiquidPlanner onboarding expert. You will have access to self-guided resources to keep you on track while setting up your LiquidPlanner workspace. To ensure a smooth implementation, this package also includes a LiquidPlanner training session for your team.

What’s Included

  • Two sessions with a LiquidPlanner onboarding expert
  • Help and guidance from the LiquidPlanner Support team
  • Access to the Onboarding Resource Kit and the LiquidPlanner Help Center
  • 30-day onboarding timeline

Day 1


Onboarding Resource Kit


The Onboarding Resource Kit includes a detailed Action Plan to help you build out your workspace, customize data, and confidently prepare for the Workspace Consultation.
Day 14

Workspace Consultation


This session targets workspace administrators and managers to help refine the structure of work, leverage advanced scheduling options, and implement other optimizations.
Day 30

Team Essentials Workshop


This is a hands-on workshop to show your whole team how to use LiquidPlanner and be ready to productively use the tool on day one.

“The customer support and onboarding team were with us every step of the way… Today, our business has its act together like never before.”

Chris Clegg | President and Sr. Analyst, PortMA

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LiquidPlanner Onboarding was last modified: April 2nd, 2019 by Dana Silverman