After signing up for OpenAsset, your first step will be to fill out an Onboarding Start form provided by your Account Executive.
After that, your dedicated Implementation Manager and Account Executive will reach out to schedule the Kickoff Call, and your Implementation Manager will ask for some materials beforehand to begin to populate your OpenAsset instance.
On this call, you’ll meet your OpenAsset team, talk through the onboarding process, and get logged into OpenAsset.
You’ll also share your screen to walk your Implementation Manager through your current folder and file structure so that they can provide recommendations on how we’ll move forward with migrating your content.
This article covers:
What can you expect during a Kickoff Call?
During this call, you and your team will have a discussion with the Implementation Manager and Account Manager to establish:
Who the primary contacts and active participants in the implementation phase will be from your firm
Your current folder and file structure for project information, photography, and marketing materials
Next steps to begin migrating your content into OpenAsset
Your Implementation Manager will be able to answer any questions you or your team have about best practices as well as expected timelines for the implementation project.
How can you best prepare for the Kickoff Call?
To make sure your call is productive, we recommend giving some thought to these questions:
Which 20-50 projects are your highest priority or most used?
One of our goals is to make sure you can get your priority content into OpenAsset as quickly as possible. To that end, we’ll likely recommend starting with uploading your 20-50 most used projects first. To prepare for this, be sure to identify what these projects are and where they are located so we can migrate them to our shared Dropbox folder for upload.
Who is responsible for keeping this project on track?
We will be asking for who the Onboarding “Champion” will be as well as any additional contacts we should be keeping in the loop with onboarding communications.
What are your team’s current workflows and how do you believe OpenAsset will help?
We want to understand what brought you to OpenAsset! We know the value that our system can provide in regards to efficiency and accessibility - but we’d like to know what is specific to your firm.
What happens after the call?
After the kick-off call, our focus will be starting to gather and organize your content to migrate it into OpenAsset as quickly as possible. We will:
Share a firm-specific Dropbox folder with you and your team specifically for uploading your highest priority projects. You will organize your content in those folders, and your Implementation Manager can support you with this content organization.
Plan a next call as a working session to organize content, dig into your OpenAsset more, and answer additional questions you have about the onboarding process.
Beyond that, we have separate calls for any applicable Templates, Employee Module or Connectors. After your highest priority content is organized within Dropbox, our Support Engineers will begin the process of migrating it to your OpenAsset instance.