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Structured and guided onboarding to go live faster, ensure success and scale effortlessly!

At MobiWork, onboarding is more than simply providing access to the solution.  Our structured and proven onboarding process is built to accelerate deployment, drive successful adoption and help your organization realize the benefits of MobiWork as quickly as possible:

Dedicated Implementation Team

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Every MobiWork implementation follows a structured and proven onboarding process, supported by a cross-functional organization designed to take customers from initial planning through successful deployment and adoption.

A dedicated Project Manager serves as your primary point of contact, coordinates the implementation, and ensures that activities, responsibilities, milestones, and priorities remain aligned throughout the project.

Behind your Project Manager is the broader MobiWork organization, with specialized teams engaged throughout the implementation as needed, including:

  • Customer Success — implementation guidance, best practices, adoption, and ongoing coordination
  • Professional Services — advanced configuration, integrations, data migration, document design, and specialized requirements
  • Technical Support — technical assistance, troubleshooting, and issue resolution
  • Product & Development — product expertise and technical resources for requirements requiring deeper platform involvement

This collaborative approach provides customers with a single, coordinated implementation experience while drawing upon the expertise of the entire MobiWork organization.

Our established processes, regular communication, defined milestones, and cross-functional collaboration help ensure that each implementation progresses efficiently from initial planning and configuration through training, validation, go-live, and transition to ongoing operations.

 

Regular Implementation Meetings

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Throughout the onboarding period, we establish a regular meeting cadence—typically weekly or biweekly, depending on the size, complexity, and stage of the implementation.

These meetings provide a structured forum to:

  • Review implementation progress and milestones
  • Review outstanding action items and responsibilities
  • Coordinate configuration, training and integration activities
  • Address questions and potential roadblocks
  • Keep both teams aligned toward a successful go-live

Guidance, Assistance & Training

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Our team works closely with your administrators and key users ("train-the-trainer" model) throughout the implementation. This includes assistance with platform setup, configuration, workflow design, best practices, testing, and deployment preparation.

We also provide training and educational resources to reduce ramp-up time by helping administrators and users:

  • Understand the solution, key use cases, features and workflows
  • Standardize system usage across teams and departments
  • Improve operational efficiency through best practices
  • Increase platform adoption and long-term customer success
  • Reduce support dependency through stronger internal knowledge
  • Enable continuous learning as teams and workflows evolve

High-Touch Support Through Go-Live

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The onboarding is designed as a time-bounded implementation phase (typically 30 to 90 days), during which customers receive our highest level of implementation interaction and access to the teams involved in their deployment.

This focused, time-bounded engagement is designed to accelerate implementation, address questions and challenges quickly, and keep the project progressing toward a successful go-live.

The objective is to concentrate the appropriate resources during the critical early stages of the deployment, helping your team establish the right foundation, develop the necessary knowledge, and begin realizing the operational and business benefits of MobiWork as quickly as possible.

Transition to Ongoing Customer Success

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Once the initial implementation is complete and MobiWork is successfully deployed, the engagement transitions to our standard ongoing customer success and support model where customers continue to benefit from MobiWork support, resources, and assistance.

As the engagement transitions to ongoing support, regularly scheduled meetings and proactive implementation activities are typically reduced and, depending on the customer’s needs and service level, may conclude entirely.

For organizations that require continued strategic guidance, recurring meetings, advanced assistance, optimization services, or ongoing Professional Services involvement, tiered enterprise success subscriptions packages are also available.

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