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We’re excited to introduce Fieldguide Accelerator, our new firm onboarding program designed to accelerate your business growth and help you launch your clients on Fieldguide – in record time. Our program has been carefully designed with flexibility, effectiveness, and efficiency in mind. We know you’re busy, but we also know you want to get the most out of your new software investment. Our experts will work with you to ensure your onboarding experience is a success. With Fieldguide Accelerator, you can rest easy with a differentiated approach to software implementation.
What makes Fieldguide Accelerator different?
- A true partnership: Your clients' success is important to us. We believe "going live" is a process, not a moment. We will work with you to launch your first few clients on the software – beyond an arbitrary go-live date.
- Fast time to value: With a platform as intuitive as Fieldguide, your runway to launch will be much shorter than legacy solutions. Customers have launched their first client engagement in as little as two weeks.
- Your feedback matters: We want to hear your continued feedback. Product needs and suggestions are communicated directly to our development team.
What customers are saying about Fieldguide Accelerator
“Having the Fieldguide team onboard, responding quickly to our needs, has kept us chargeable and moving forward. The ease of communication, helpful training videos, and assistance with imports was very key to our success.” - Lisa Stover, Senior Manager, Arnett Carbis Toothman
“We are coast-to-coast working here, and knowing we can quickly get someone to help via chat or the phone just makes things a whole lot easier. If our team has a question, they shoot an email or send a chat message and have a solution quickly. Plus, they also get a training video on how to do something better” - Paul Perry, Risk & Controls Practice Leader at Warren Averett
How it works
Your firm will be assigned a dedicated Fieldguide expert to guide you, from your first log in to your first client launch and beyond. The average speed to launch your first client engagement is two to four weeks.
Kickoff Call(s)
We’ll set up an initial call between key team members from your firm and your Fieldguide expert to ensure your experience is tailored to your firm’s needs and solidify mutual expectations. If you need help assembling the right team and better understanding Fieldguide Accelerator, we can schedule an optional Project Manager Orientation call.
Launch Team Workshops
Our Workshops are designed to understand your process, strengths, and opportunities to configure Fieldguide optimally. To prepare for your launch, we will focus on migrating from your existing program and work from your firm's example files and information. Between sessions, Launch Team members may have assignments to complete to prepare for Training and Client Launch.
We’ll also work with you to customize training for any users beyond the Launch Team. Each interaction will provide education on key features and hands-on platform usage.
Client Launches
Before your first client launch, your Fieldguide expert will meet with you to ensure a successful first launch. But the program doesn't end here – we’ll continue to support any additional engagements.
Ongoing Success
After your first few client launches, we’ll meet regularly for continuing questions, software enhancement suggestions, and product roadmap updates.
Ready to accelerate your business? With Fieldguide Accelerator, the days of fearing software change are over. Request a demo to learn more.
Brittany Yandura
Director, Customer Success @ Fieldguide
Brittany is a Customer Success Manager focused on customer onboarding. She enjoys scuba diving, reading, and is learning the ukulele.
