Why is onboarding necessary?

Launching a new digital asset management (DAM) system is complex; there are a lot of moving parts! 

Getting it right will transform the way your teams interact with your organisation's digital assets. 

You and your team need to feel confident and comfortable, not only with the technical knowledge and workflows behind your new DAM, but also the underlying principles of how and why DAM can make your working day more enjoyable and productive. 

That's why we don’t just wave goodbye when you buy Asset Bank; we work with you to design a system that genuinely brings value, company-wide.

What is onboarding support?

Our onboarding service is tailored to your organisation’s needs, and your dedicated consultant will work with you to map out an onboarding plan that meets your project criteria.

After the successful launch of your Asset Bank, we're also on-hand to ensure it's effectively rolled-out across your organisation and that your team is feeling enthusiastic about how your new DAM can support their day-to-day tasks. 

What is included in the onboarding support package?

As standard, your Implementation Consultant will deliver two online training sessions for your Asset Bank administrators, which will cover everything you need to know to begin using your DAM. 

Once your administrators have been trained, we'll support you in configuring your Asset Bank to make sure you get the most out of your new system. 

With our Professional and Enterprise tiers, we deliver an additional training session designed for your core users to ensure they're also comfortable with the product.

 What can you expect from onboarding?

All meetings will be held as video calls, where we’ll guide you through each stage of the implementation. We’re also happy to answer any questions by email.

Potential focus areas during onboarding:

• Customising the look and feel of your Asset Bank to match your brand
• Folder structure guidance and build
• User groups and permissions 
• Data migration, including associated metadata
• Attributes and taxonomy advice and set-up

We want to make sure that you have the best onboarding experience possible, and, through partnership with our Professional Services team, you'll have a beautifully configured DAM that empowers your team of users.

To see an example onboarding plan, click here.