The 7-step partner mini-guide to onboarding customers
Published Date - 

The 7-step partner mini-guide to onboarding customers


Organizations don't make the jump to digital collaborations overnight. It takes months—or even years, depending on their size—of careful planning and strategy to come up with a transition plan that doesn't compromise operations while everybody gets onboarded. It's our job, then, to guide our clients and partners as to the best way they can make their digital plans happen. Of course, this isn't always easy—some organizations have highly rigid and complex structures that can take a while to adapt and integrate new technologies, while others may have multiple stakeholders who need to be consulted during each stage of the process. Either way, a clear and well-established roadmap goes a long way toward ensuring the process goes as smoothly as possible. That's why we've created this infographic—to provide you with 7 time-tested steps that can make your customers' Microsoft Teams adoption as seamless as possible. Use it as a handy cheat sheet for yourself or your sales teams, or bring it along to executive meetings for a visually impactful way of presenting a solid implementation strategy that's recommended by Microsoft.

Digital collaboration is one of the staples of today’s workplace, but many organizations are still unsure about the best way to transition into a modern,chat-based environment.

In this infographic, we'll provide you with a time-tested method for successfully implementing Microsoft Teams within your business.

1. Setting up your stakeholder community

Identify all the stakeholders which need to be involved during the deployment of Microsoft Teams.

2. Define use cases

Begin setting the scope and approach of the engagement to ensure you have the right use cases in mind when
generating user activities.

3. Establish success criteria and KPIs

Establish clear business scenarios where you can determine success and obtain relevant metrics.

4. Create teams and channels

Begin creating your custom teams and channels. Be sure to tailor both to meet each of your teams’ requirements.

5. Develop a champions community

Champions are crucial to nurturing adoption and driving engagement throughout the organization.

6. Create a communications and training plan to help launch Teams

Work with your Project Leads to establish a pilot team, as well as create the necessary communications and training plans.

7. Review and iterate success metrics and KPIs

Always check that your Teams rollout is achieving the desired results by gathering feedback and evaluating progress on previously established KPIs.

No items found.


No items found.

Contact us

How can we help you?

Thank you!

We will get back to you in one business day.
If this is urgent, Please schedule a time
Oops! Something went wrong while submitting the form.