Getting started

Onboarding

At Brandgility, we understand that every organization has unique branding and marketing requirements. To ensure a seamless transition to getting started with Brandgility, we offer three distinct onboarding plans. Each plan is carefully crafted to accommodate varying requirements, taking into account the scale of operations, the number of templates required, and any specific configurations.

Stages for Enterprise onboarding include:

Kick off & Discovery

During the Kick off and Discovery phase, we allocate time to kick-start the onboarding journey. This crucial starting stage involves meeting with your team to establish rapport, understand your unique needs, and align on the onboarding process. Together, we'll delve into detailed discussions to outline objectives, timelines, and expectations, ensuring clarity and setting the stage for a successful onboarding.

Sign-on Configuration

Our team will configure and set up the sign-in process to seamlessly integrate with your organization's existing processes. Whether you utilize built-in authentication methods or Single Sign-On (SSO), we'll ensure alignment with your authentication framework. Through systematic configuration, we guarantee that the sign-in process mirrors your organization's workflow, enhancing user experience and security while maintaining operational efficiency.

UI Configuration

Tailored for enterprise organizations opting for comprehensive personalization, you have the opportunity to instill the platform with your brand identity. From logos and color schemes to layout preferences, our UI configuration process enables you to transform the platform into a seamless extension of your brand. This customization ensures that every interaction reflects your brand's essence, fostering a cohesive and immersive user experience.

Platform Configuration

We will collaborate closely with your team to define roles and access levels for team members, establish approval workflows tailored to specific asset types, and streamline printing processes. Additionally, we'll implement robust content filtering capabilities to segment content based on various criteria such as asset types and user filters. Moreover, our team will ensure seamless translation of the platform's user interface to accommodate global workforces, fostering connectivity and cohesion within the Brandgility experience across diverse regions and languages.

Printer configuration

This stage of the enterprise onboarding process involves setting up seamless configuration between your Brandgility platform and printing partners, particularly beneficial for organizations seeking printing integrations. For organizations that rely on producing and ordering printed assets such as menus, posters, and signage, this process ensures a smooth transition from digital to print. Printing workflows directly from the Brandgility platform streamlines the entire printing process and ensures high-quality, consistent results for all your printed materials.

Template Building

After completing the platform configuration and discovery calls, in which we reviewed asset priorities for launch and identified the key templates required for go-live, our team will proceed to assess your existing artwork, assets, and designs. Drawing upon recommended best practices, we will provide insights to optimize your assets. This stage in your onboarding is where asset templates tailored to your brand and requirements are created within Brandgility, ensuring that you can hit the ground running with your self-service collateral portal from day one.

Training

Before launching your self-service collateral portal, comprehensive training and development sessions will be conducted by the Brandgility team for your Admins, Template Authors, and general users. These sessions are designed to empower and instill confidence in your workforce, ensuring they are fully equipped to create on-brand content effectively.

Launch Support

As we approach the final step in the enterprise onboarding journey, our priority is to ensure that your team is fully prepared to go-live with your Self-service Collateral portal. With dedicated project support from our team of experts, we'll guide you through the final preparations, addressing any last-minute concerns and ensuring a smooth transition. Even after go-live, you can count on our 24/7 online support to provide ongoing assistance and address any questions or issues that may arise.

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