Enterprise-grade Onboarding

Professional Onboarding is designed for new customers on the ID manager marketing and communication platform. With the help of a Principal Consultant and Business Analyst, you will receive guidance to develop strategy, change, functionality, workflow and technology assistance to leverage the ID manager solutions and marketing & communication needs.

Here is a walkthrough of our Onboarding process:

Welcome to Capital ID!

Once you become a customer, we will connect you with a Principal Consultant.

Your Principal will work with you to build a program and or project plan, and you will have their direct mobile number and email address for any questions about your Onboarding and projects.

Once you finish your organizational, functional and technical setup and launch your marketing and communications platform, Onboarding is complete and you will enter our customer success program

Whats included

  • An assigned Principal Consultant / Customer Success Manager

  • An assigned Business Analyst

  • Assistance with the technical set up associated with the ID manager software

  • Guidance on developing, configuring, managing and executing functionality, content and workflows

  • Six Week Promise with standard releases

  • Full access to all of the Capital ID Support Team

  • Access to the abundance of resources from Capital ID Knowledge base 

Onboarding Plan

For most projects we do for customers, like adding a solution or functionality, workflow and design changes, we're able to deliver within six weeks: Our Six Week Promise.
This way our customers can setup a program or a release calendar in order to build an enterprise marketing and communication platform, in a structured way, in terms of planning, resources and budget.  

We'll help you setup and launch your first release of a marketing and communication platform within six weeks!

Sprint 1 

Week 1Week 2 
Kick-offCustomer review scope of work
Business analysis and consultancyFinalize scope of work
Scope of work detailsCreate customer test plan
Customer call / meetingCustomer call / meeting


Sprint 2

Week 3Week 4
Solution implementationSolution implementation
Interaction & visual design developmentInteraction & visual design development
Customer call / meetingCustomer call / meeting


Sprint 3

Week 5Week 6
Internal testing & reworkAcceptation deployment
Customer presentationLive deployment 
Customer testing & reworkProject sign off and afterlive
Deployment planStart activation
Customer call / meetingAdd to customer success program


ID manager

What's in the latest release?

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Six Week Promise

We can deliver Solutions or Releases in six weeks.

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ID impact

Learn from other ID manager users

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