How Does Onboarding Process Work?
Definition
The structured approach to deploying software including project planning, system configuration, data migration, user training, testing, and go-live. Onboarding process timelines range from 2 weeks for simple tools to 6+ months for enterprise systems."
Why This Matters
Structured onboarding significantly impacts software adoption rates. Comprehensive onboarding includes planning, training, data migration support, and success metrics. Understanding the vendor's onboarding approach helps you assess their commitment to implementation success.
Related Terms
Showing semantically related terms from our RFP knowledge graph. Priority connections are highlighted.
Essential Connections
Training Program
Implementation & Deployment
Structured education to enable user proficiency including live sessions, recorded videos, documentation, certification programs, and ongoing learning resources.
Data Migration
Implementation & Deployment
The process of transferring existing data from legacy systems to new software including data extraction, transformation, validation, mapping, and import.
Implementation Questions
RFP Fundamentals
30-50 RFP questions covering onboarding timeline, training programs, data migration strategy, technical support, customer success resources, and change management.
User Adoption
Implementation & Deployment
The rate and extent to which end users actively use new software measured by login frequency, feature utilization, and workflow completion.
Project Kickoff
Implementation & Deployment
Initial meeting establishing project scope, roles, timeline, communication protocols, and success criteria between vendor and customer teams.
Implementation Methodology
Implementation & Deployment
The vendor's structured approach to deploying software including project phases, milestones, deliverables, and success criteria.
Vendor Onboarding
Pricing & Total Cost
The structured process of integrating a selected vendor including contract execution, system access provisioning, stakeholder introductions, kickoff meetings, and project plan finalization.
Change Management
Implementation & Deployment
The process of preparing and supporting individuals and teams through organizational change including communication plans, stakeholder engagement, resistance mitigation, and adoption tracking.
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Related RFP Templates
Explore our top RFP templates - all 75 templates include questions about onboarding process