Global worktech leader adds consulting offering to accelerate enterprise transformation. Learn more.

Our Approach to New
Customer Onboarding


When working with a new customer, our goal is to make the transition from sales to service as seamless as possible — and we have the resources to do just that. After our sales team offers introductions, reviews the project scope, and addresses risks, our implementation team steps in to lead the project strategy, plan, data standards, and next steps. From the implementation process to the experienced individuals leading it, you can be confident our customer onboarding plan will help you maximize use of and reap the full benefits of your iOFFICE investment.


Help you make the most of your investment

Project Manager

You will be assigned an iOFFICE project manager who is responsible for the planning and execution of your project. They will be the one who defines and documents the project scope, goals, and deliverables, coordinates meetings and schedules, and communicates expectations.

First point of contact for:
  • Any questions or decisions related to the project

Implementation Manager

Your assigned iOFFICE implementation manager oversees day-to-day tasks and technical project deployment. Alongside the project manager, they will run the kick-off meeting and further workshops to get customer data integrated into the iOFFICE software.

Helps with:
  • Best practices for data collection/delivery and integrations

Customized training is also available

In conjunction with implementation training sessions — where operations teams and power users learn about product capabilities and customization options — customers can schedule additional sessions with a product engagement trainer. Based on insights from key stakeholders, these specialized sessions focus on use of the iOFFICE software in the context of client configurations, from their interactions to associated workflows. While intended for a limited audience, product engagement training sessions can be recorded and shared internally.

What to expect in your first 30-90 days
as an iOFFICE customer

Before your project kick-off, you’ll go through an orientation and receive a pre-implementation kit that includes:


Keep your key stakeholders and their teams quickly informed with extensive resources, documents, and templates for each component of your iOFFICE implementation.


Onboard functional teams fast with simple workflow diagrams and training so every user can begin utilizing iOFFICE in their day-to-day operations.


Reduce deployment time across numerous buildings, assets, employees, and more with data templates that quickly establish your entire workplace in the iOFFICE suite.


Bring your existing technology and systems into iOFFICE’s environment with native integrations and open API. Step-by-step documentation ensures a smooth setup with minimal disruptions.

Learn more about the steps to
successful iOFFICE implementation.

Hear from one company that has been through the process.