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Harmonizing, Formalizing, and Successfully Executing Onboarding/Integration Processes for Fast Growing SaaS Company

A huge sales spike created a daunting onboarding requirement at an omni-channel marketing company. Project Gestalt’s Neil Jacobson was brought in to help formalize the new customer onboarding approach, develop a PM training and ramp up process, and augment the company’s project managers as they prepared for and addressed the unprecedented number of new client. Harmonizing the PM approaches and leveraging Atlassian Confluence and Google Apps for customer-facing documents, the four PMs successfully handled up to 60 concurrent projects.

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