Quick Start Onboarding

Quick Start Onboarding

LiquidPlanner Professional and Enterprise editions include flexible training
and consultation services. We’ll set your team up for success.


A Clear Path Forward

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 that enable teams to hit the ground running with effective and efficient processes from day one.


The Quick Start Onboarding program, included in the Professional and Enterprise editions, is tailored to fit your team’s specific needs. The curriculum is designed to optimize your project management workflow, empower your team with new skills and confidence, and ease the transition from your current system to LiquidPlanner.

What’s Included

  • A welcome call
  • Three 1-hour training or consulting sessions of your choice
  • Advice and guidance from a LiquidPlanner Expert
  • Full Access to the LiquidPlanner Support team
  • Access to all of the acclaimed resources in our online Help Center


LiquidPlanner is the partner you can trust

Don’t take our word for it – here’s what our customers have to say.

 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

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 | Sr. Analyst, PortMA


Options For All Teams

We know that all teams are different. That’s why we offer a variety of training options, ranging from introductory lessons to advanced topics like reporting and custom dashboards.

Most teams choose a Quick Start path that looks like the one outlined below:

Session 1:

Welcome Call

This is when we learn about your business, your processes and your challenges. Once we understand what you want to accomplish, we’ll help you select the right path for your team and set a go-live date.

Session 2:

Workspace Workshop

In this training, your administrators and project managers will learn how to map existing processes and workflows to LiquidPlanner.

Session 3:

Workspace Consultation

Setting up a sound workspace structure is key to success. We’ll walk through your workspace with you, help refine the structure, and make suggestions to increase efficiency — it’s one of our most impactful sessions.

Session 4:

Team Essentials Training

Project contributors will learn how to use features that increase productivity, collaboration, and visibility. This training is coordinated with your go-live date, so your team knows exactly what to expect.

Clif Bar
Thermo Fisher Scientific

Empower your team with a project management software that delivers results.

Quick Start Onboarding was last modified: August 28th, 2017 by Dana Silverman