Have you just signed a contract with a software development company, or are you considering signing one?
Outsourcing might seem like a big leap into the unknown. How do you ensure that the software house understands your requirements? When will they start coding? If you have your own in-house developers, how do you make sure their collaboration with the new colleagues is smooth and productive?
Client onboarding is the time to have all your questions answered. This is also the crucial phase when both parties lay the foundations for a successful partnership by agreeing on a common course of action and setting mutual expectations.
There is no standard scenario for client onboarding. A meaningful process should be tailor-made to serve your individual needs and preferences. However, there are a number of practical steps you can take to prepare for it, regardless of your approach.
In this article, we will explain:
We will also illustrate the above with a handful of real-life scenarios based on our experience of conducting client onboarding for over 18 years.