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Efficient SaaS Onboarding for quick benefits
Our structured onboarding process ensures a smooth transition, guiding your team step by step.
Kickoff and Solution Understanding
Includes:
Kick-Off , Understanding the Solution, Processes, and Business Logic Design.
Solution Setup and Configuration
Includes:
Data Migration, and Solution Setup
Go-Live
Includes:
Test Run and Go-Live
Onboarding is a critical step to ensure that your team can effectively utilize Good Sign’s solution from day one. A well-executed onboarding process not only guarantees a smooth transition but also sets the foundation for long-term success by aligning the platform with your unique business needs. Proper onboarding helps minimize errors, reduces downtime, and ensures that your operations are running at full capacity—enabling you to maximize the value of automated billing and contract management.
We offer three flexible onboarding packages designed to meet the unique needs of businesses at any stage. Whether you're a small business looking for a fast, efficient setup or a large enterprise requiring extensive customization and support, our onboarding options—Onboarding Light, Onboarding Plus, and Custom Onboarding—provide the right level of guidance and resources to ensure a seamless implementation of Good Sign’s solution. Each package is tailored to help you unlock the full potential of our platform, aligning it with your specific business processes and goals, and ensuring your team can make the most of our capabilities from the start.
Explore our Onboarding packages
For businesses seeking a straightforward, efficient setup.
- Introduction to Core Features: A basic overview of the Good Sign solution and key functionalities, such as subscription management and invoicing.
- Guided Onboarding: Step-by-step tutorials and video guides to help you complete the onboarding process at your own pace.
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Access to Good Sign Service Desk: Quick access to expert support for resolving any questions or issues during onboarding
- Basic Setup: Assistance in setting up the essential components, including products, pricing, and contract templates.
- Limited Data Migration: Simple migration of customer and product data using standard templates.
- Minimal Customization: Predefined invoice layouts and pricing models.
- Go-Live Support: Guidance through your first invoicing cycle.
Ideal For: Small businesses or startups with simpler subscription pricing and billing needs and , who want to get up and running quickly with minimal customization.
Onboarding Light is only available with our Essentials SaaS Plan.
For businesses that need more comprehensive support during implementation.
- Dedicated Onboarding manager: A dedicated expert to oversee and guide your onboarding process from start to finish.
- Weekly meetings:Regular progress check-ins to ensure your onboarding stays on track.
- Co-Creation: Work together with our consultants to build out specific business models, contracts, and invoicing rules tailored to your needs.
- In-Depth System Training: A more thorough introduction to Good Sign’s advanced features and functionalities, such as complex pricing models and billing scenarios.
- Access to Good Sign Service Desk:
Quick access to expert support for resolving any questions or issues during onboarding.
- Expanded Data Migration: Support for migrating a wider range of data, including complex customer records, pricing structures, and usage data.
- Enhanced Customization: Fine-tuning of invoicing schedules, layouts, and workflows to match your exact business requirements.
- Dedicated Go-Live Assistance: Hands-on support for your first invoicing cycle, including troubleshooting and quality assurance.
Ideal For: Growing companies with more detailed business logic and various usage-based pricing models seeking additional guidance and tailored setup.
For enterprises with unique, complex requirements.
- Fully Tailored Onboarding: A personalized onboarding plan, designed to fit your business model, operational needs, and existing architecture.
- Custom System Design: Creation of bespoke pricing models, billing structures, and contract management tools, built specifically for your business.
- Full Data Migration & Integration: Comprehensive data migration, including the setup of integrations with your existing systems (e.g., ERP, CRM, BI tools).
- Advanced Customization: Development of custom reports, dashboards, and workflows that align with your strategic goals.
- Ongoing Go-Live Support: Continuous assistance during your go-live period and hypercare for the first invoicing cycle, ensuring everything operates smoothly.
- Add-On Options: Additional support like custom data mediation, extended hypercare, or specialized training.
Connect to your ecosystem
Our Onboarding will connect your favourite ecosystem as part of Good Sign data flow. Empower your team with new transparency and automation.
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