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This template is ideal for NetSuite implementation partners who are onboarding new customers.

Who Can Benefit from This Template?

This template is ideal for NetSuite implementation partners who are onboarding new customers. It follows a structured onboarding approach refined across numerous customer engagements, covering everything from contract completion through to project kickoff. When used together with BasicOps, more onboarding activities are captured in a structured tool so that tasks, communications, and data are stored in a single shared workspace.

How to Use this Template?

The template includes a broad range of tasks covering contract completion, formalizing the project organization, systems to update, and the kickoff process. Tailor the outline to each new customer engagement by removing or adding tasks to match the specific scope and agreements in place.

Assign consultants and due dates so the onboarding plan aligns with the timeline agreed upon with the customer.

The Project Summary is useful to quickly see the current status of each customer onboarding at a glance.

Why Use this Template?

The template provides a well-structured starting point for onboarding new NetSuite customers and includes tasks that partners might otherwise overlook during the busy early stages of an engagement. It is easy to adapt to each customer's specific situation by adjusting tasks before releasing the project to the consulting team and customer users.

Key Features

• Sections that align with the main stages of a new customer onboarding, from contract completion through to project kickoff.
• Subtasks that break larger onboarding activities into manageable steps for smoother execution.
• Important reminders for critical activities such as formalizing project roles, updating internal systems, and preparing for the kickoff meeting.
• The ability to assign a responsible consultant to each task and collaborate with internal team members and customer users directly at the task level.
• Due dates on tasks to help ensure each onboarding milestone is met on time.
• Use of BasicOps's integrated chat for quick questions and answers internally and with customer users.
• Predefined task lists that help managers and consultants stay on top of overdue tasks, unassigned work, and tasks due in the next 7 days.
• Time tracking directly on each task, allowing you to see current time spent per task across the onboarding process.

The template includes a broad range of tasks that cover contract completion, formalize the project organization, systems to update and the kick off