Single Project Page
Every plan gets a unique URL that will be the one-stop-shop for that specific project.
Our Cloud onboarding plans offer a single web page for tracking deployment progress, tasks, and date, and more, helping maintain project momentum until completion.
To learn more, watch the brief Introduction Video (right) that showcases the first Customer phase as an example.
It really is as easy as it seems.
Every plan gets a unique URL that will be the one-stop-shop for that specific project.
Eliminate confusion with easy to follow task assignments and instructions along the way.
The top of every plan includes a live status bar that tells you exactly where things stand.
Quickly see project status, including who is assigned to a task, due dates, and next steps.
Add comments or ask questions at any time without never-ending email chains.
Avoid delays by simply handing a task off to someone else, using only an email address.
Automating routine communications and info capturing reduces downtime.
Stop emailing attachments! Upload required docs on the plan page.
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To ensure your experience is smooth and efficient, you will be notified of any tasks or information that is required of you throughout the process.
If the customer chooses, the partners are kept in-the-loop progress, though most questions will still go to the Project Coordinator.
The Project Coordinator will keep your project progressing, and is the main point of contact for Customer and Partner questions throughout the process.
Q: What is an Onboarding “Plan”?
A: A plan is where the steps to our onboarding process live. It consists of phases and tasks.
Q: Will each order get a plan?
A: Yes, ESI will attach a customized plan to each new customer. If the customer has multiple sites or locations we will have one plan per site/location.
Q: Who can see these plans?
A: Internal ESI teams, the customer contacts, and approved partners will be able to view and access these plans.
Q: How can I access an onboarding plan?
A: It is accessible via a shared link. No login required.
Q: How will a customer/partner be invited?
A: An email invitation will be sent out from onboarding@esi-estech.com. You will just need to click the “Get started” button on the email to accept the invitation.
Q: How will the tasks get completed?
A: Each task will be assigned specific due dates and designated to the responsible individual to ensure continuous progress. The plan will automatically send reminder emails and notify the customer, partner, or ESI when new tasks are available for completion. To finalize a task, the assigned individual must click the "Mark done" button.
Q: Which customer contacts are invited to the plan?
A: The plan will invite the Main Contact (contract signee), the Service Change Negotiations Contact, the Technical Contact, and the Billing Contact. These are the contacts that were input on the Contact Authority Form page of the Signed Proposal.
Q: Can additional contacts be added to the plan?
A: Yes, ESI and the Customer have the ability to add additional contacts to the plan.
Q: Can a task be reassigned to another person?
A: Yes, a task can be reassigned to another participant of the plan.
Q: How can I tell who is assigned a task?
A: There are two ways. The first name of the assigned person (and their role) is shown inside the task below the title, and from the plan overview page.
Q: Can anyone complete a task?
A: ESI plan participants (i.e. Project Coordinator, Ops, Network Engineer) can see all tasks and can complete a task assigned to another individual.
Note: ESI participants should only complete tasks assigned to other participants when the customer/agent requests assistance on the task.
Customer/Agent participants can see tasks assigned to everyone, but will only be able to complete a task assigned to customers or agents.
Note: The Agent should only complete tasks assigned to the customer when the customer requests help from the Agent.
Q: How can I get help on a task?
A: Any plan participant can send messages to another plan participant by selecting the comment icon at the bottom right of the task and then mentioning them in the message (@[insert name]).
Q: Will customers/agents receive emails directly from ESI individuals?
A: No, the Onboarding Plan will replace direct emails from ESI individuals. All information and requests will now be a part of the Onboarding plan via tasks. The only emails you will receive will be from onboarding@esi-estech.com and be regarding new work and overdue tasks.
Q: How can I check the progress of the customer’s onboarding?
A: There is a progress bar at the top of the plan that will show each phase and the number of tasks completed in each phase and overall.
Q: Why are some tasks hidden?
A: There are blockers set up on each plan to block a participant from jumping forward and completing tasks that we are not prepared for.
Q: Will there be a quick tutorial video on how to navigate the plan?
A: Yes, there will be a video task assigned to the customer at the beginning of each plan. There will also be an associated video task assigned to the partner at the beginning of each plan.
Q: What should I do if I mistakenly finish a task? Is it possible to reverse it?
A: Absolutely! Just go into the task and hit the "Incomplete" button at the bottom.
Q: Will I receive notifications to remind me of tasks that need to be completed?
A: Absolutely! Consider it your morning wake-up call—task reminder emails will land in your inbox once per weekday at 8:00 AM CST. Just one email per plan, so no need to worry about an inbox invasion. But if you’ve hit the snooze button on reminders or haven’t RSVP’d with your email confirmation, you’ll be flying solo!
Q: What type of emails will I get from the plan?
A: Answer below:
Q: Is the Onboarding platform ESI uses securely handling the data?
A: Yes, Arrows is SOC 2 Type II and GDPR compliant. More info can be found on their website.
Q: Is there a centralized page where I can toggle between multiple plans, or do I need to bookmark each plan separately?
A: Unfortunately, there isn't a centralized page. Customers/Agents will need to bookmark each plan individually.
Q: If too far ahead of schedule, can we pause or slow down an onboarding plan?
A: Send a comment to your Project Coordinator if you need to hit the pause button or slow things down. They can pace the timeline to meet the new target date(s).
Estech Systems, Inc (ESI)
6275 W. Plano Parkway, Ste. 500
Plano, TX 75093
P: 972-422-9700 | F: 972-422-9705