7 KEYS

to a successful SaaS implementation

The Borealis team has onboarded hundreds of companies (and tens of thousands of users) to our stakeholder engagement software over the last 15 years. We adapt our onboarding process and user training to each client’s specific needs to ensure a smooth implementation. But clients can speed up the process even further. Here’s how:

1. OPENNESS TO CHANGE

Being open to hearing about industry best practices and to adapting processes if it will lead to significant improvement will help you get more value from Borealis software.

2. IN-HOUSE «CHAMPION»

Having a designated employee who sees the value of Borealis software and who has the in-house knowledge and influence to make it happen will greatly speed up implementation

3. SUPPORT OF IT TEAM

Letting the IT team see how Borealis software meets both current and long-term business needs — without adding to their workload —  will help secure its buy-in.

4. CLEAN DATA SETS

Taking some time to clean up your data before it’s imported into Borealis will vastly increase the software’s usefulness right from day one — and better secure user adoption.

5. IN-HOUSE «SUPERUSER»

Letting one or two heavy Borealis users receive in-depth training will allow them to easily handle any ongoing software configuration, user questions, new employee training, etc. internally.

6. KEEN USER PARTICIPATION

Ensuring users understand the importance of attending the training sessions will help them see the value of using the software and lead to a more successful day one.

7. CONTINUOUS IMPROVEMENT MINDSET

Taking advantage of the industry and software expertise of your Borealis customer care agent on an ongoing basis will set your team on an upward spiral of ever-improving results.

OUR 3-PRONGED APPROACH FOR SIMPLIFYING CHANGE MANAGEMENT

  • Adapting Borealis to your existing process and workflows
  • Training users and transitioning them to Borealis

  • Tweaking processes to adhere to best practices