Welcome to Pirros! We're excited to support you as you get started and adopt the platform throughout your onboarding journey.
Onboarding is structured as an 4-week program design to fully ramp you up and help you actively adopt Pirros by the end of the timeline.
Throughout the program, you'll be paired with a Customer Success Manager who will guide you through each step of the process. Onboarding includes a mix of live meetings and self-paced resources, offering both flexibility and hands-on support.
After each session, you'll receive clear action items to complete before advacing to the next stage.
Pro Tip: Assign a point person on your team to lead onboarding. This helps keep things organized and moving efficiently.
Onboarding Timeline
Weeks 1 - 2
Your initial onboarding weeks are all about Launch - getting starting and setting up your Pirros account. You'll begin with customization and configuration, then progressively add project models and information. Milestones include:
Session #1 Kickoff: You will meet your Customer Success Manager to learn more on the onboarding journey ahead, as well as build a trusting partnership by sharing more on your organization priorities and preferences. You will learn about building a strong base, including how to customize your settings, define permission levels, and uploading typical details. This is a required session to support your implementation progress.
Session #2 Database Review: You will learn how to organize and customize your detail library. You will also learn how to manage your typical detail library and optimize for housing all detailing information on Pirros. This session is required in order to continue with your onboarding progress.
Weeks 3 - 4
Midway through onboarding, you'll begin working with advanced workflows such as syncing, stashing, and marking up details. Milestones include:
Session #3 Workflow Development: You will build workflows on the platform for end-users to adopt upon roll-out. You will build programs for transitioning essential workflows of each design phase to Pirros. This session is required in order to continue with your onboarding progress.
Session #4 Team Orientation: Go Live! Now that you've reviewed the key areas of Pirros, your team is ready to begin referencing details. Your team will learn how to download details and get a general overview of how to navigate the platform. This session is designed for your entire team and marks the official clsoe of your onboarding experience. This session is required in order to continue with your onboarding progress.
Onboarding Complete
At the end of your 4-week onboarding period, your Customer Success manager may step away and ongoing support with transition to our Customer Success team. Our Success team is available to answer your questions, gather feedback, and help arrange live assistance as needed.
You can easily reach Support through our in-app chat by clicking the purple speech bubble icon in the right corner of your screen while logged into Pirros.
You can also explore our Learning Center to deepen your understanding and maximize adoption of the platform.
Frequently Asked Questions
How long is the Pirros onboarding journey?
On average, onboarding is completed within 4 weeks from the start of your subscription.
How long are the onboarding sessions for each milestone?
Each onboarding session lasts approximately 45 minutes.
How much time should we set aside to complete the required deliverables for each session?
The time needed to complete deliverables varies depending on the complexity of the session. On average, we recommend setting aside at least 60 minutes per milestone to complete the associated tasks.
What does support look like as a new Pirros customer, and what happens after I complete onboarding?
You will work with a Customer Success Manager who will guide you though a 4-week onboarding plan. After onboarding is complete, support will be available to answer questions, collect feedback, and coordinate live assistance when needed.