Detailed Onboarding Journey
As we begin your onboarding journey, we will guide you through the process to ensure that your onboarding is a success, and that you receive the necessary ongoing support to seamlessly integrate Pia into your business.
Shared Responsibilities
| We Will | You Will |
|---|---|
| Provision your tenant | Provide Azure Tenant ID |
| Guide configuration | Deploy Agents |
| Train your team | Configure Clients and Key Packages |
| Best practice recommendations | Drive internal adoption |
Successful onboarding means the partner has a live Pia environment, trained champion users, configured core automations, and a clear support pathway for continued adoption.
Project Milestones
Milestone: Project Setup (Day 1)
Align teams, confirm goals, and prepare for next steps.
Pia Team:
- Facilitate the kick-off meeting.
- Introduce and confirm key stakeholders from both parties
- Confirm and align on success criteria
- Provide onboarding overview
- Answer questions and address any concerns raised
- Advise next steps
- After the session, provision the Pia tenant and follow up with details and next steps
Partner:
- Provide Azure Tenant ID
- Identify key technical and business stakeholders
- Confirm and align on success criteria
Meetings Required: 1 (30 mins)
Milestone: Core Implementation (Day 2-20)
Connect, Configure, and Deploy.
Pia Team:
- Provide Knowledge@Pia Guidance
- Provide SupaDemo guidance
- Provide guided training for Pia admin user(s), if required
Partner:
- Ahead of the first session:
- Create API Keys and Configure Connected Service
- Post Session or with use of Self-Service materials:
- Pia Sponsor plans for Day 1 business readiness strategy relating to Pia Adoption
Meetings Required: Self-service or at least 1 session (90 mins)
Milestone: User Training (Days 21-23)
Train for daily use.
Pia Team:
- Provide SupaDemo Guidance
- Train your Pia Champion(s) on how to use Pia Automations
Partner:
- Pia Champion(s) identified, Chatbot installed, and ready to participate in training
Meetings Required: Self Service or 1 (60 mins).
Milestone: Handover PartnerCare (Days 24-25)
Transition to ongoing success.
Pia Onboarding Team:
- Final tenant review and recommendations
Pia Partner Success Team:
- Regular cadence continues the partner’s adoption journey and supports long-term goals
Partner:
- Pia Sponsor: Engaged with PSM to continue strategy
- Pia Manager: To drive adoption with the Pia champion(s)
- Pia Admin: Maintain Pia configuration
Optional enablement pathways
AI Triage
Streamline Ticket Management.
Pia Team:
- Provide Knowledge@Pia Guidance
- Provide SupaDemo guidance
- Provide Hands-on Training for Pia admin user (if required)
Partner:
- Review Knowledgebase and SupaDemo resources
- Set up rules, classifications, and dispatching based on your business requirements
Meetings Required: 1, if required (60 mins)
SmartForms
Enhance service desk efficiency.
Pia Team:
- Provide Knowledge@Pia Guidance
- Provide SupaDemo guidance
- Provide Hands-on Training for Pia admin user (if required)
Partner:
- Review Knowledgebase and SupaDemo resources
- Configure SmartForms by client and user, where applicable
Meetings Required: 1, if required (60 mins)
Where to Get Help
- Knowledge@Pia
- SupaDemo
- Partner Success Manager
- Partner Support
- Discord