PSOhub onboarding
Let's launch your success together!
From onboarding to full implementation, our team of experts is here to support and guide you; providing you with best practices and ensuring that you get the most out of PSOhub!
Every PSOhub subscription includes guided onboarding. Take Fast Track, free with your plan, or the paid Launch Program built for larger teams. Either way, a PSOhub expert takes you from first setup to go-live.
How we get you started with PSOhub
Two paths, equal care
Both paths are led by a PSOhub expert and built on the same methodology. The difference is scale: how many people, entities, and moving parts you're bringing on board.
Fast Track Program
For smaller teams with clear workflows
A guided setup that gets a small team working in PSOhub quickly, without a big project wrapped around it.
- ✓Two or three one-hour sessions with an expert
- ✓Your core workflows live in days
- ✓Templates and answers on hand
Comes with every subscription
Launch Program
For larger teams and complex operations
A phased, validated rollout that takes the risk out of go-live when there's more scale and complexity in play.
- ✓Phased rollout: prepare, configure, adopt
- ✓Data migration and a validated go-live
- ✓Role-based training, then a month of hypercare
Not included in subscription
The Fast Track Method
Session 1: Mapping
In this session, we review your business processes, give you expert advice on how to best leverage the solution within your organization, and help you with the configuration of your own PSOhub environment. By the end of the first session, you will have a basic configuration of your PSOhub system setup.
Session 2: Validation
Next, your customer success manager will validate the work done to finalize your configuration and will help you create your first project. You'll also take a look at tasks, time and expense entry as well as invoicing.
Session 3: Live
We will recap your Fast Track set-up in this final session as well as answer any questions you might have had between Session 2 and Session 3. Additionally, we will focus on more advanced PSOhub functionality (based on your organization) such as resource management, predictive analysis, and Odata reporting
Launch Program
Phase 1: Prepare
In this first phase, we align on your goals, define the scope and modules, assign roles, and set the success criteria that guide the implementation. We start with the core of Projects and Time & Expense. By the end of this phase, you will have a clear launch plan, confirmed internal ownership, and shared expectations for a successful go-live.
Phase 2: Configure
Next, your customer success expert guides the setup of your PSOhub environment against the agreed scope and validates it with your key users. Together we decide which data to bring across, then your team imports it with two check-ins from us to keep everything accurate. By the end your environment is configured, approved, and loaded with clean, validated project data.
Phase 3: Adopt
We will enable your teams in this final phase with role-based training for each selected module, all recorded and supported by the PSOhub Academy. After go-live we provide a weekly hypercare session through your first month, focused on quick wins and confidence, before handing over fully to standard PSOhub Support.
Continue Your Success Beyond Onboarding
Your success doesn’t stop after onboarding. Discover the support options designed to help your team grow and get continuous value.