Seamless Onboarding to Set
You Up for Success

Kickoff Meeting

We begin our partnership with a structured kickoff meeting that sets the foundation for success:

• Team Introductions : Introduce key OpenTeQ team members and connect with the customer’s main contact points.
• Roles and Responsibilities : Define roles for both teams and share contact details to ensure clarity from day one.

Information Gathering

We collect all the essential details needed to start the project successfully:

• Project Scope and Objectives: Collect information about the project’s scope, goals, and expected outcomes.
• Product Knowledge: Gather necessary documentation, demos, and access to the knowledge base to understand the product deeply.

Access Setup and Credentials

Ensuring secure access is critical for smooth collaboration:

• Client Environments: Set up access to client environments, including codebases, tools, and technologies.
• Secure Infrastructure: Discuss secure connections between your IT infrastructure and ours, including any exclusive devices that may be provisioned for the project.

Establishing Communication Cadence

Clear communication is key to success. We establish a consistent cadence for communication:

• Knowledge Transfer Sessions: Schedule regular knowledge transfer meetings and daily status updates to keep everyone aligned.
• Progress Reviews: Set up biweekly or monthly progress review meetings to address roadblocks, track milestones, and set future priorities.
• Quarterly Business Reviews (QBRs): Involve C-suite/VP-level customer representatives to review progress and strategic alignment.

Documentation and Tools

We ensure everyone is equipped with the tools and documentation needed for effective collaboration:

• Access to Project Documentation: Provide instructions for accessing project plans, requirements, and design documents.
• Tool Integration: We integrate with your preferred project management and communication tools.

Regular Meetings and Change Management

• Status Updates: Hold regular meetings to review progress, provide feedback, and maintain alignment.
• Scope Definition and Change Management: Define scope clearly and manage changes transparently.