What to Expect When Onboarding a ViClarity Solution

June 7, 2023

At ViClarity, we make getting started with our technology solution an orderly, manageable process. On top of creating configurable, easy-to-use software, we want to make sure it’s easy to onboard and that you feel confident as a user. We understand that learning a new tech solution can be intimidating, but we’re transparent with our process so you’ll know exactly what’s happening at every step.

During Implementation

Understanding the scope of your implementation is the first step to getting started. Logically onboarding one solution is faster than onboarding two (or more), but it all depends on the availability of both parties – ViClarity and you!

We work together to make sure all your users feel comfortable in the system before letting you run on your own. Your Project Implementation Team is led by a dedicated Implementation Manager who helps build your framework, then gives you deep-dive training so you can work it into your routines with minimal disruption.

The entire onboarding process can take anywhere from 4-12 weeks depending on scope and client availability. Getting you set up and using ViClarity to streamline your processes saves you time and money – and the sooner the better!

Kick Off

Implementation starts off with an introductory kick-off meeting to create a communication plan and set expectations. This is when you meet the assigned Implementation Manager who will remain with you throughout your solution set-up and onboarding. They are your go-to contact for all questions and ideas.


After the kick-off, the Implementation Manager collects documents and information that adhere to your specific requirements and processes — all the regulations, procedures, or policies that you follow. This determines the design and build of your solution, which we set up to meet your specific needs.  


During the design phase, your Implementation Manager and team work to create the workflows, functionality and dashboards that you will come to know and love. They work through a review process with the entirety of ViClarity’s team, including our architectural experts, to test and review the solution. 

During this stage you’ll spend some time going back and forth with your Implementation Manager to fine-tune the design until your organization is ready to approve the final step.  


For many ViClarity clients, this is the most time-intensive portion of the process because this is when solution training begins. The technical setup is done and now you just need to learn how to use your new system. Our expert Project Implementation Team will take their time teaching you the ins and outs of the module to prepare you for smooth sailing.

Once you’re up and running, you will phase away from your Implementation Manager – but don’t worry! We’re not going anywhere. 

After Implementation 

It may be hard to say goodbye to your Implementation Manager, but this is an exciting transition. You’ve graduated! After a successful onboarding, you’ll meet ViClarity’s Customer Success Team and Technical Support Team. These folks are well-equipped to answer all your questions going forward, but if you need to change your workflows, your Implementation Manager can re-engage. 

A finicky button? Reports aren’t coming out the way you want? Can’t remember which button to click? Regardless, our Customer Success and Technical Support Teams are available to keep you organized and operating at full speed.



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