The right people, named on both sides

The clearest predictor of a smooth onboarding is having the right people named and available, on your side and ours. Here is who does what.

The team

Four roles that make it work

Joblogic team

Your Onboarding Consultant

  • Owns and manages the project plan
  • Advises and supports on configuration
  • Manages your data import
  • Delivers training in phases
  • Coordinates go-live readiness
Your team

Project Lead you nominate

  • Single point of contact for decisions
  • Keeps internal stakeholders agreed and informed
  • Validates data and approves imports
  • Attends regular, scheduled sessions
  • Drives adoption inside the business
Joblogic team

Customer Success Manager FSM Plus and Enterprise

  • Involved from Discovery onwards, throughout your onboarding
  • Keeps onboarding tied to your long-term goals
  • Focused on the value and return you get from the platform
  • Supports ongoing improvement well beyond go-live
Your team

Supporting contacts

  • Data Owner. Prepares and validates your data files.
  • End-user champions. Attend training and drive adoption.
The one to get right

Your Project Lead matters more than anything else

If there is a single thing that decides whether onboarding runs smoothly or stalls, it is this role. One person, with the authority to make decisions and the time to stay close to it. Nominate them before your Discovery session, and protect a regular slot in their week while onboarding is active.

Nominate your Project Lead
At every stage

Who does what, end to end

This is a shared project. We guide and support you throughout, and lead the parts that are ours; you lead on your configuration, your data, and your decisions. Filter the table to see your side, ours, or where we work together.

ActivityJoblogicYou
Define success criteria and scope Lead jointly Lead jointly
Build and manage the project plan Own Review and confirm
System configuration Advise and support Own
Data preparation and cleansing Guidance and support Own
Data import and validation Run the imports Review and sign off
Training delivery Own Attend and engage
Go-live readiness review Lead jointly Lead jointly
Internal change management Advise Own
Adoption after go-live Support through your CSM Drive internally

Know your side? Get it ready.

See exactly where we need you, run the readiness check, and work through a short prep list before Discovery.

Check your readiness Revisit the stages