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Introduction

Welcome to your Pia Journey β›³

A guided 25-day onboarding pathway from kick-off to adoption, with enablement and support available throughout.

This overview is designed to give you a clear understanding of what happens during onboarding, what Pia will support, and what you need to complete to achieve a successful launch.

Outcome by Day 25

Live environment β€’ trained users β€’ active automations β€’ ongoing success support

β—† 01
Project Setup
Day 1
β¬’ 02
Core Implementation
Day 2-20
β—‰ 03
User Enablement
Day 21-23
✦ 04
Partner Success
Day 24-25
βœ“ Kick-Off
βœ“ Success Criteria
βœ“ Stakeholders Identified
βœ“ Tenant Provisioned
βœ“ Connect Integrations
βœ“ Deploy Agents
βœ“ Configure Clients
βœ“ Key Package Configuration
βœ“ Champion Training βœ“ Final Tenant Review
βœ“ Recommendations
βœ“ Transition to PSM
βœ“ Continuous Optimisation
Key Benefits
➜
Clear Roadmap
Clear stages, timelines, and outcomes
β–²
Faster Adoption
Training built into the journey
β˜…
Operational Value
Early impact through core automations
Ready for launch:

Use this as the shared roadmap for kick-off, implementation, enablement, and transition to partner success.

Service Delivery​

  1. πŸš€ Detailed Onboarding Journey: Get up and running with Pia and start on your automation journey
  2. πŸŽ₯ Partner Care: Your partner success manager (PSM) will guide you along your journey

Best Practices​

  1. πŸ‘©β€πŸ’» 7 Habits of Successful MSPs: A Guide to Maximizing ROI with Pia aiDesk
  2. πŸ“š Influencing Pia's AI: Understand more about Pia's AI and how you can influence it
  3. πŸ“’ Pia Newsletter Education Corner - Client Maintenance: A monthly newsletter that shares resources and tidbits about Pia!

Security​

  1. Frequently Asked Questions
  2. Pia Information Security: Key security measures we have in place