Setup and Onboarding
Get the best start to Brandkit with the right setup and onboarding services,
Our onboarding packages ensure you get your Brandkit set-up right first time – and that your business benefits from its features fast.
As part of your setup and onboarding service, you’ll be assigned a dedicated person who’ll work with you to achieve the right outcomes until you’re live - and beyond.
This service is required for all accounts.
Setup and Onboarding Service Levels & Fees
Choose a onboarding package that suits your business. Fees shown in US$
TEAM
A one time fee.
For basic setups, using a standard Brand Portal layout and configurations.
- Kick off session
- Up to 3 hours onboarding support
- Account settings: General Settings, User Authentication Settings, etc
- Go live Support (on the day)
PRO
A one time fee.
Designed for businesses that will benefit from guided support with: mapping business processes, setting up their account, and launching their system.
- Kick off session
- Project Management (via Basecamp)
- Up to 8 hours onboarding support
- Custom Branding (Login screens, Portal, HTML email template)
- Custom Domain & DNS setup
- Navigation and menus
- Account settings: General Settings, User Authentication Settings
- Account settings: Vaults, Licences, Users Roles, Taxonomy, Search Filters, AI Prompts, Portal, Hosts, Redirects etc
- Go live Support (on the day)
- Post Go live debrief
Does not include custom design, data migration services, or virtual digital librarian services - which have seperate fees.
Enterprise / Advanced
A one time fee will be quoted once we have your requirements and brief.
Designed for businesses that require full implementation support including set up, hands on training and guidance for all team members.
- Kick off session
- Project Management (via Basecamp)
- Up to 33 hours onboarding support
- Account settings: General Settings, User Authentication Settings
- Account settings: Vaults, Licences, Users Roles, Taxonomy, Search Filters, AI Prompts, Portal, Hosts, Redirects etc
- Navigation and menus
- Custom Domain & DNS setup
- Multi-lingual configuration
- Multi-portal configuration
- Partner Network configuration
- Enterprise SSO configuration
- Enterprise Backup configration
- Managed Integrations
- Data Import
- Terms, Privacy and Cookies Policies
- Go live Support (on the day)
- Custom Domain & DNS setup support
What type of support is not covered by the Onboarding service?
Our Onboarding Service is designed to get you up and running with Brandkit, and support you until you go live. Our team will guide you with the key steps and activities that will take place with your onboarding.
What Onboarding doesn't cover is support with any activities outside of your initial setup and onboarding. For this, normal ongoing support applies. Setup and Onboarding covers basic branding of your portal but does not include optional custom design which will be covered by a seperate design fee. Nor does it cover Data Migration Services or Virtual Digital Librarian services which are add on services.
What's involved in a kick-off session?
The Kick-off session is a consultative planning session to understand what you need from Brandkit and how we’re going to work through the setup steps to get you there within your chosen Onboarding plan. By the end of this session, we’ll give you the first steps for getting started.
How will onboarding progress be managed and communicated?
We use a 3rd party project management tool called Basecamp to manage all the onboarding tasks. We'll invite your key team members to join the project to (a) answer some setup questions, (b) supply any assets required for setup and (c) to monitor progress.
How long does onboarding take or before we can go live?
Onboarding can take several days and will partly depend on your team's availability to answer questions from the Brandkit team and supply relevants Assets or data. A simple onboarding process can be 1 to 3 days. More complex setup can be a cople of months - but typically for most midpsize setups 1-2 weeks is typical.
