PEOPLEVINE PRE-ONBOARDING

Welcome to our onboarding journey! Over the next four weeks, we will guide you through the process of getting started with our platform. This step-by-step approach is designed to ensure a smooth and successful transition. Please be aware that once you start the onboarding process, you will have four weeks to complete it (click the 'start' button at the bottom of the page when ready).

Week 1: Asset Collection and Validation

In the first week, our focus is on gathering and verifying all the necessary assets for your project. These assets could include content, data, and any specific requirements you have. Our team will work closely with you to make sure we have everything we need to build your customized solution.

Week 2: Peoplevine builds using shared assets; you begin self-guided training

During the second week, our team will take the assets you've shared and start building your portal and app. While we work on your project, you can begin your self-guided training to get familiar with our platform. We offer resources and guidance to help you become more confident in using our tools.

Week 3: Peoplevine puts the portal and ppp through testing (QA); you continue training

In the third week, we'll thoroughly test your portal and app to ensure they meet your requirements and function smoothly. You can continue your training during this period. If you encounter any questions or need assistance, our support team is here to help.

Week 4: User Acceptance Testing (UAT); introduction to your Account Manager

In the fourth and final week of the onboarding process, it's time for User Acceptance Testing (UAT). This is your opportunity to thoroughly review the app and portal we've built, ensuring they align with your expectations. If everything meets your satisfaction, you'll sign off on the project. At the end of this week, we'll introduce you to your dedicated account manager, who will serve as your trusted business advisor moving forward. They'll be your main point of contact for ongoing guidance and any future needs you may have.Our support team will be available to you for ongoing support or for anything that you feel isn't quite as you expect it to be.

By the end of these four weeks, you'll be well-equipped to make the most of our platform and have a direct connection to our team for any assistance you may need in the future. We're excited to have you on board!

Before we dive in, we'll help you get ready. Learn about the things you need to have in place to make your onboarding experience smooth.

Understanding your role is essential. We'll explain your responsibilities as you start using our platform, so you know what's expected.

1. Collect all of the required assets before starting the onboarding process (clicking the button at the bottom of this page).
2. Ensure that all of the assets provided are done so in the correct format. This may otherwise delay your onboarding.
3. Assign a Peoplevine Champion internally. This person will commit to learning the platform and train all of your new colleagues.
4. Watch all training content. Ensure that all of your current and future team members do the same before using the Peoplevine platform. Practice makes perfect, and you’ll feel empowered; if you know how to use it, our platform will make your workflow efficient and effective!​
5. Manage and maintain the content on your portal. Once your portal has been set up and you have been given the links to access it, you will upload and maintain the content that is visible to your members and guests.
6. Manage and maintain your data. Our team will complete one data import (if required), after which time, you are responsible for managaing an maintaining the data in your CRM. This includes membership statuses and payment schedules.

Our team is here to assist you. This section outlines the support and services you can expect from us as you begin your journey with Peoplevine.

1. We commit to delivering excellent digital products for your business.
2. We will work with you to clarify business processes so that we build your account to exact specifications.
3. Integration Setup: If required, we will coordinate the integration of Peoplevine with other tools and systems your organization uses. This may involve configuring APIs, connecting databases, or setting up third-party integrations if it is in the agreed scope of work.
   
4. Testing and Quality Assurance: test the platform thoroughly. Verify that all features work as expected and resolve any issues or discrepancies. Conduct user acceptance testing (UAT) to ensure the deliverables match your business needs.
5. Communication and Support: Maintain open communication channels with our support team and ensure your team knows how to reach out for assistance. Provide feedback and address any questions or concerns that arise during the onboarding process.

By the end of Week 1, we'll have successfully identified, collected, and validated all the necessary assets. It's all about setting the stage for the exciting weeks ahead, where we'll use these assets to tailor your Peoplevine platform to meet your unique needs. We're thrilled to have you on board!

Week 1: Asset Collection and Validation

Day 1 - Getting Started: Reading and Collecting Assets:
Welcome to the first day of your onboarding journey with Peoplevine! Today is all about acquainting yourself with this guide and understanding the onboarding process. Take some time to read through this guide thoroughly and make sure you have a clear grasp of what's ahead. Additionally, it's a perfect opportunity to start collecting the assets we'll need for a successful onboarding. These could be documents, data, or any materials relevant to your project.

Day 2 - Start the onboarding flow/ provide assets
Now that you have all of your assets, you can begin onboarding by clicking the 'start' button at the bottom of this page. This will take you to a seven (7) step online application, which will save as you click the 'continue' button on each page. We recommend completing in one go, as it will otherwise delay the remainder of your onabording with us.

Day 3/4 - Asset Review and Validation:
Our team will review the assets you've provided to ensure they are complete and meet the necessary requirements. If anything is missing or needs adjustments, we'll communicate with you promptly.

Day 5 - Weekly Review and Progress Assessment:
At the close of Week 1, we'll hold a 30 minute review meeting to evaluate the progress of asset collection and validation. This is where we address any remaining questions or tasks and outline the onboarding plan for Week 2.

We'll hold a 30 minute progress assessment meeting to review the status of your platform build and training progress. Any outstanding questions or concerns are addressed, and we outline the plan for the upcoming weeks, setting clear expectations for the onboarding journey. In Week 2, we shift from asset collection to active platform building and self-guided training. This accelerated schedule ensures a steady and engaging progress towards successfully using the Peoplevine platform.

Week 2: Peoplevine Builds and Self-Guided Training

Day 1 - Building Your Platform:
Peoplevine's team begins building your customized platform using the assets and information collected during Week 1. The initial setup includes configuring basic settings and features to align with your organization's needs.

Day 2 - Feature Implementation:
Building on the progress from Day 1, we continue to implement specific features and functionalities tailored to your requirements. Your team can start exploring the basic features of the platform and get a feel for how it works.

Day 3 - Self-Guided Training Kick-off:
We'll provide access to self-guided training materials, including tutorials, videos, and user guides. Your team can begin self-guided training to become more familiar with the platform's core capabilities and user interface.

Day 4 - Refinement and Feedback:
Peoplevine's team continues fine-tuning your platform, making adjustments based on your feedback and any additional requirements. Your team can reach out with any questions or comments as you explore the platform.

Day 5 - Progress Assessment and Planning:
We'll hold a 30 minute progress assessment meeting to review the status of your platform build and training progress. Any outstanding questions or concerns are addressed, and we outline the plan for the upcoming weeks, setting clear expectations for the onboarding journey.

We prepare you for the User Acceptance Testing (UAT) that is scheduled for Week four. We'll hold a training wrap-up meeting to ensure you're well-prepared for this and have all the necessary information to participate effectively.

Week 3: Platform Testing and Continued Training

Day 1 - Platform Testing Begins:
Our team initiates rigorous testing of the platform to ensure that it meets your specific requirements and functions seamlessly. This process is referred to as 'QA'. You can continue your self-guided training to become more proficient in using the platform. This one is important and we're now halfway through your onboarding.

Day 2 - User Training Continues:
Your team continues self-guided training, delving into more advanced features and best practices for utilizing the platform effectively.

Day 3 - Platform Refinement:
Based on the results of QA testing, we make necessary refinements and optimizations to the platform. If you have opted to have a mobile app. This will be put into production.

Day 4 - Self-Guided Training Progress:
Self-guided training continues, focusing on specific use cases and advanced features that align with your business needs. You have the opportunity to gain a deeper understanding of how to leverage the platform for your specific goals.

Day 5 - UAT Preparation and Training Wrap-up:
We prepare for the User Acceptance Testing (UAT) phase scheduled for Week 4. We'll hold a training wrap-up meeting to ensure you're well-prepared for UAT and have all the necessary information to participate effectively.

In Week 4, the spotlight is on User Acceptance Testing (UAT), the final step in ensuring the platform meets your expectations. Once the platform is signed off, you'll be introduced to your account manager, who will be your trusted partner in your ongoing journey with Peoplevine.

Week four: User Acceptance Testing (UAT) and Introduction to Your Account Manager

Day 1 - UAT Kick-off:
User Acceptance Testing (UAT) begins. Your team will thoroughly review the platform to ensure it aligns with your expectations and requirements. Any issues or discrepancies discovered during testing will be documented and addressed.

Day 2 - UAT Continues:
UAT continues as your team thoroughly examines the platform. This is a critical phase to identify and address any remaining issues or adjustments. Our team is available for support and assistance as needed.

Day 3 - UAT Completion and Feedback:
UAT wraps up, and your team provides feedback on the platform's performance and functionality. Any last-minute adjustments or improvements are implemented based on your feedback.

Day 4 - Platform Sign-off:
If the platform meets your satisfaction, you'll formally sign off on the project, indicating that it aligns with your expectations and is ready for use. Your account manager will coordinate this process and assist with any final steps.

Day 5 - Introduction to Your Account Manager:
Congratulations! You've successfully completed the onboarding process. We'll introduce you to your dedicated account manager, who will serve as your business advisor moving forward. Your account manager will be your main point of contact for ongoing guidance, and any future needs you may have. Our support team will be available to contant for any questions or ongoing support you may need. To access support, please click on the ornage icon on the bottom right hand corner of your Peoplevine dashboard.

Don't let jargon confuse you. This section contains a handy list of key terms and their definitions, making it easy to understand our platform.

Got questions? We've got answers. Check out our frequently asked questions for quick solutions to common queries.

• What if I'm not ready to start onboarding?

• We understand that it can take time to collect the required assets, which is why we have provide links to templates so you can share these with colleagues who will assist you with this. Please only start the onboarding process if you have everything in hand. Our team can configure your dashboard and portal much more efficiently if we have everything in hand to start with.

  
  
• What I have questions during onboarding?

  Your Onboarding Manager will introduce themselves to you once you have started onboarding. You will have 2 x 30 minute Zoom calls in week one and then week two, followed by 1 x hour Zoom call in week three to go through more specific training needs or questions you have that are not answered by our training content.

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• What happens if we decide to open our venue later than planned?

  We get it - plans change, construction is delayed, timelines shift. Peoplevine is a cloud-based software company, so once your account is configured and your portal is built, your team can choose when and how to launch to your members and guests. Your Account Manager will be able to check in with you and offer guidance on this. Please note that your licensing payments will continue regardless of any delays to your side.

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• I need some additional advice on my business. Can you help?

  While many of our team have an operational background in hospitality, we use this to continually improve our product and services. We are unable to provide business or strategic advice however, we are happy to introduce you to external consultants who may be able to assist you. Please ask your Sales rep for further information.

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• How many times can I make changes?

  Should you request it within three (3) business days of receiving the completed work from us, we’ll do one (1) design revision, so long as our software supports it. If we have to build a feature in order to implement your design request, we’ll need to perform a feasibility assessment and if we can delivery it, will create a new scope of work (which will delay your project). Although we cannot guarantee delivery of the revision during the current sprint, we’ll certainly try!​

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Head over to www.peoplevine.com/support and take a look at our training videos. We recommend watching them in order.