The implementation process commenced during late summer, with a goal to go live for their November board meeting. Christina, supported by a dedicated team, including her vice president and IT personnel, worked closely with Gina in their transition from a traditional approach to a modern board portal.
Gina played a pivotal role in easing the transition. Through patient and comprehensive training sessions, Gina ensured the team felt confident and competent in utilizing the software. Four training sessions accommodated board members who lived in various time zones, and OnBoard made recorded sessions available, ensuring all board members could participate.
“I felt really comfortable after the training that when I was playing around with it I wasn’t going to break it or do anything crazy,” Christina said. “The more I played with it, the more intuitive I felt it was.”
The transition from implementation to ongoing use has been smooth for CASE. They haven’t needed extensive support from a customer success manager yet, thanks in part to the proactive outreach from OnBoard’s team.
“Our senior director of IT manages all our technology,” Christina said. “She said that of all the platforms she’s worked with, this is the easiest implementation process she’s ever worked with.”