Onboarding Services

Ensure your successful adoption of Inspire Planner through our Onboarding Services.

With an assigned Onboarding Manager you’ll have access to our team of experts focused on
guiding you through installation, setup and best practice use of the application. Hit the ground
running knowing that we’ve got your back!

Standard Onboarding
$1,800 USD

  • Post-Install Review
  • Access to Pre-recorded Training Library
  • Assigned Onboarding Manager
  • Kick-off Meeting
  • Live Training - Fundamentals
  • Admin Settings Overview
  • Standard Permission / Project Sharing Setup
  • Standard Configuration Support

Additional Services
(estimated by need)

  • Extended Customizations
  • Custom Project Record Types
  • Process Flow Automations
  • Custom Template Support
  • Multi-template Stitching Configuration
  • Custom Security Setup
  • Data Migration
  • Reporting & Dashboards
  • Live Training - Advanced
  • System Design & Architecture Consultation
  • Communities Guidance

The Fine Print

  • General Salesforce setup and management is not included
  • Standard implementation will be approx. 6 weeks to a maximum of 8 weeks at which time the customer will transition over to Inspire Planner Standard Support or an optional Customer Success Plan
  • All Additional Services are provided on a time and materials basis
  • 3rd Party App Integration is not available as an additional service

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