Customer Success - Onboarding, Adoption, Growth & Support

Growth

As new features or add-ons become available, your Customer Success Manager will introduce them to you, offering the support you need to access and leverage these tools for maximum benefit.
When your business grows enough that you find yourself in need of add-on modules or an increased subscription limit, your Customer Success Manager can guide you through the process of adding capabilities within Documoto.
Your Customer Success Manager will share new and exciting information about our company, upcoming product release information, and any relevant best practices that we uncover to improve your experience with the product and help you grow.

Ongoing Support

We want to make sure you’re getting the greatest possible benefit from Documoto for the duration of our partnership. In the long term, you will connect with your Customer Success Manager a few times a year to discuss new product information, company news, optimization, and best practices suggestions. That’s just the minimum! Your Customer Success Manager will always be available to answer any questions and support needs about day-to-day usage.

Our services.

When you need more technical solutions, your Customer Success Manager will connect you with our knowledgeable Solutions Engineers and Content Publishing Team. From set-up to future platform evolutions, Documoto is here for you.

Reach out for support with any of these opportunities to make Documoto work best for your organization.

Single Sign-On (SSO): Documoto supports SSO, which allows users to bypass our login screen with any SP-initiated, SAML 2.0-compliant implementations.
Integrations: Documoto connects with your business systems in real time. Integrate with an exposed endpoint for your ERP, EAM, eCommerce system, or a custom-built REST endpoint.
Data Migrations & Manual Content Creation: Transform and load large amounts of data into the Documoto format. Our experienced Content Publishing Team will assist you in modernizing with Documoto by converting your legacy parts catalog from various file formats, including PDF, Word, Adobe Framemaker, and source CAD image and XLS BOM files.
Automation Support: Our team will help you design, build, and deploy solutions to automate content creation, content maintenance, and user administration.
Custom Exporters: When you need to share content with other equipment lifecycle software solutions, we can create custom content export solutions to connect to SmartEquip, LinkOne, and other parts and equipment EPC formats.

Onboarding

We will help you set the stage for success by providing you with an onboarding plan, access to our online training portal, Documoto Academy, and support with the initial setup and configuration of your Documoto tenant. In addition, your Documoto Customer Success Manager will meet with you weekly to ensure you are making progress until you are live and will provide you with best practices for configuration and roll-out planning. We will be there as your partner from the start to ensure you get the most benefit from Documoto.

User Adoption

Once Documoto is configured and deployed, your Customer Success Manager will support you as you implement the program across your lines of business. From there, we will monitor usage monthly in your Documoto tenant and ensure that usage, including logins and active users, new content creation, and content views are growing as expected.

Growth & Optimization

As new features or add-ons become available, your Customer Success Manager will introduce them to you, offering the support you need to access and leverage these tools for maximum benefit. When your business grows enough that you find yourself in need of add-on modules or an increased subscription limit, your Customer Success Manager can guide you through the process of adding capabilities within Documoto. Finally, they will share new and exciting information about our company, upcoming product release information, and any relevant best practices that we uncover to improve your experience with the product, continuously consulting with you to continue to optimize and grow with Documoto.

Ongoing Account Support

You will connect with your Customer Success Manager a few times a year at a minimum and will meet with them for a quarterly business review aimed at ensuring you and your business are getting the greatest benefit possible from Documoto During these meetings, you can expect to discuss new product information, company news, optimization, and best practices suggestions, as well as general check-ins on your goals and objectives. Additionally, your Customer Success Manager works closely with our Technical Support team to ensure your day-to-day questions and support needs are addressed in a timely manner and to your satisfaction.