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Boon Customer Onboarding
We're excited to partner with Info~Tech Research Group. The following workspace includes our onboarding plan.
The process is straightforward and is designed for us to do most of the heavy lifting, and get you the results you’re looking for.
The average time for our implementations is two weeks.
Contract start date:
Launch date:
Walkthrough/onboarding date:
Hello, Info~Tech!
My name is Nadia Motta and I'm your account manager.
Feel free to reach out whenever you have a question.
How to use action items...
View more details for an action item, by using the “expand button” that appears on the left when you hover over it or by clicking the “details” column to the right.
Phase 1: Setup
P1 Action Items
Summary
Assignee
Status
Due date
Details
File upload
Sign SaaS agreement
Completed
May 26, 2022
Open
Confirm employer profile details
In Progress
Open
Info-Tech-Research-Group-logo-9f60c2aabd41ec5f65952641ee795ea5202bfa0b3009ab614d32518d4d3ba55f.svg
Submit department bulk setup
Pending
Open
Submit reward structure details
Pending
Open
Confirm reward structure and department bulk setup
Pending
Open
Introduce to ATS point of contact
Pending
Open
There are no rows in this table
Phase 3: Launch & Monitor
Progress: 
(% of tasks completed)
0
P3 Action Items 2
Summary
Assignee
Status
Due date
Details
File upload
Complete account walkthrough/onboarding
Pending
Open
Groups bulk setup (optional)
Pending
Open
Team member bulk import
Pending
Open
Launch team member invite campaign
Pending
Open
Schedule retrospective/progress report
Pending
Open
There are no rows in this table
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