Customer Onboarding & QBR Analytics
Use view‑only controls and engagement analytics to increase go‑live success, shorten time‑to‑value, and tell a data‑driven value story in QBRs.
Onboarding Pack Template (Reusable)
- Context & Goals (why, business scenarios, success criteria)
- Timeline & Milestones (kickoff, integration, UAT, go‑live, retro)
- RACI (Sponsor/Champion/Admin/IT/InfoSec)
- Integrations & Access (SSO, SCIM, API, RBAC)
- Training Plan & Materials (videos, guides, quizzes)
- Risk Register & Mitigations (people, tech, compliance, migration)
- Metrics & Reporting (TTV, activity, key actions, NPS)
Case Studies & Lessons Learned
SaaS A: 6 weeks → 3 weeks
By templating the onboarding kit, breaking down tasks, and tracking section heatmaps, the customer engaged earlier and completed critical integrations ahead of schedule, cutting time‑to‑go‑live by 50%.
Manufacturing B: QBR‑led Renewal
QBRs highlighted an “evidence library” of realized ROI. Heatmaps focused the story on line efficiency and yield improvements, resulting in a 3‑year renewal and expansion.
Frequently Asked Questions
Can I track how customers read the onboarding kit?
Yes. Page‑level dwell, revisits, and internal sharing are visible to assess risk and intervene proactively.
Can I analyze QBR/MBR by section?
Yes. See attention and drop‑offs by section to shape the next agenda.
Do you support view‑only and watermarks?
Yes. View‑only, dynamic watermarks, passwords, and expirations keep information safe and consistent.
Onboarding and Reviews with Clear Insights
Role‑Based Visibility
Differentiate Champion, Admin, and End‑user engagement to find blockers and guide actions.
Section Heatmaps
Visualize dwell by section in onboarding packs and QBRs to focus the next review.
View‑Only & Watermarks
Enable view‑only, watermarks, passwords, and expirations for sensitive docs; revoke links when necessary.
From Kickoff to QBR
- Build the onboarding kit (owners, milestones, success metrics, risks and mitigations).
- Publish as view‑only links in DocBeacon with unique links per stakeholder.
- Drive tasks and training based on engagement and revisit behavior.
- Collect value evidence (efficiency/cost/revenue) and consolidate into the QBR deck.
- Before the QBR, review heatmaps to focus on what matters most.
- After the meeting, publish action items and post‑mortems; track reading and feedback.
Key KPIs
Time‑to‑go‑live
Active users
Renewal rate
QBR section completion
Best Practices
- Template your onboarding kit and iterate after every project.
- Issue unique links per role and scenario to pinpoint training needs.
- Pick 3–5 pages via heatmaps to explore deeply during QBRs.
- Publish action items and an “evidence of value” library as view‑only links.
Drive Go‑Lives and Renewals with Data
Reach TTV faster and tell a sharper ROI story.