Customer Profile
People & Organization
- Designers are responsible for configuring and learning new tools whist doing their day job
Challenges
- Data storage and organization on the cloud with remote access capabilities
- New SOLIDWORKS Users
- Little to no data migration requirements
- Expect to be productive immediately
Adoption Strategy
Customers with basic needs are often smaller organizations that are able to make changes to their systems with little to no approval/validation process. This is a perfect fit for the "start using it, and evolve as needed" Cloud Storage and remote access are often their only requirements. Minimum platform configuration should be sufficient but their should still be discussions around the following topic sections. All of these sections fall under the Basic Cloud Storage section in the Outcome Worksheet.
You should also discuss the core features of the platform; Revisions, Lifecycle and Item Naming and Numbering. Even if they choose to opt out of using Revisions & Lifecycle they are pre-configured on the platform. There is no way to turn either of them off and unless significant effort is put in customizing the UI both very visible in the (MySession, Bookmark Editor, etc.) so they should make a conscious decision that they are going to ignore them. Also, bringing it up early on opens up the opportunity for expansion.
Implementation & Onboarding
A simplified onboarding process will likely be best here. It allows for the organization to have some quick wins and be productive right away. Although I've added 4 stages in this example process, if you are able to get all of right people together at the same time you may be able to complete everything in one session.
1. Kickoff
Where customers requiring Formal Processes and more complex implementations may need days, weeks, or months of planning and testing, a much shorter implementation phase may be sufficient for Simple Cloud Storage customers. The main objective of the Kickoff meeting is to review the roles & outcomes that were purchased and provide a clear path forward.
2. User Training
With individuals or smaller teams it is likely that there won't be an admin designated, which expedites training in that everyone will go through the same thing. Attending a 1 day reseller led training is recommended, and supplementation with online learning resources should be sufficient.
3. Setup & Configuration
Setup & Configuration should be quick and easy. Refer back to the customers completed Outcome Worksheet to see if there is any configuration needed but almost everything here should work Out-of-the-Box.
4. Go Live
Ongoing Engagement
Post Go Live engagement strategy will need be evaluated on a customer by customer basis. The majority of Simple Cloud Storage customers will likely fit into the Low Touch as they are only interested in Cloud Storage but if they are willing to engage more frequently there is significant opportunity to improve and evolve their processes with software they already own.
See below for an example roadmap illustrating the engagements you might have with a low touch customer. Remember, this is just an example and should always be modified to suit both your customers needs and your internal strategies. Other reasons for meeting/types of engagement are displayed in the second image.
| Low Touch | ||
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