Getting Started in OpenAsset

Advice and best practices for launching and implementing OpenAsset

Alex avatar
25 articles in this collection
Written by Alex
Onboarding

Infographic: OpenAsset Onboarding Plan

Visualising how your OpenAsset Onboarding Plan will progress
Alex avatar
Written by Alex
Updated over a week ago

Infographic: OpenAsset Onboarding Plan (Without Employee Module)

Visualising how your OpenAsset Onboarding Plan will progress
Alex avatar
Written by Alex
Updated over a week ago

The Onboarding Project Plan

This article outlines the steps of a typical implementation of OpenAsset, so you can prepare for a successful launch
Alex avatar
Written by Alex
Updated over a week ago

Onboarding Checklist for Project Content

This is the list of tasks to be completed in order to successfully migrate your Project content into OpenAsset
Alex avatar
Written by Alex
Updated over a week ago

The Kickoff Call

Your onboarding process begins with the Kickoff Call. This article explains what to expect and how best to prepare
Alex avatar
Written by Alex
Updated over a week ago

The Implementation & Rollout of OpenAsset

An overview of how your implementation and rollout of OpenAsset will progress up to your launch date
Alex avatar
Written by Alex
Updated over a week ago

Keys to a Successful Implementation of OpenAsset

These are our recommendations for ensuring that OpenAsset is successfully implemented and widely adopted across your firm
Alex avatar
Written by Alex
Updated over a week ago

Preparing to Launch

Use this article to assess what is left to complete before launching OpenAsset to the rest of your company
Alex avatar
Written by Alex
Updated over a week ago

Training Your Team for Success

Use this article as an outline for your user training sessions and meetings
Alex avatar
Written by Alex
Updated over a week ago

Best Practices for Keeping Your Projects Up To Date

This article outlines our best practices for your Project intake process
Alex avatar
Written by Alex
Updated over a week ago