Phase 1 of Smart Arena onboarding begins with setting up the platform with your logo, subdomain name, background image, and project group to set up your workspace in the admin view.
If no confirmation is received within 1–2 days, CS will follow up to finalize details. During the kickoff meeting, key decisions include selecting your SA Library access model (e.g., Training Plan, Full Access), confirming whether all users have corporate emails (or using fictional emails with password resets, noting GDPR compliance), finalizing the launch date, and gaining immediate post-meeting access to the admin view.
Post-meeting, CS sends registration emails and a Google Form for your Training Plan Guidance is provided for user invitations. This phase ensures your environment is configured and aligned with your training goals.
Phase 2 of Smart Arena onboarding, managed by the Customer Success (CS) team, begins after all documentation is received. CS confirms your team’s understanding of the platform via a brief check-in call and addresses any issues.
Users are enrolled with registration emails or preset login credentials, and access to the SA Catalog and/or e-courses (via your agreed Training Plan) is activated.
Post-onboarding, CS reviews usage statistics 3 weeks post-launch (or as agreed) to assess engagement—if low, reminders or adjustments (e.g., creating a Training Plan) are discussed. This phase ensures smooth adoption and scales your platform’s value over time.