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Welcome to the CluedIn community
Elevate your data strategy with our Azure native Master Data Management solution - the ultimate game-changer in optimizing efficiency and unlocking the true power of your data!
OVERVIEW
Get on board with the CluedIn journey
Installation
Our team will assist you in installing CluedIn through the Azure Marketplace. We will walk you through the installation steps, addressing any organization-specific requirements along the way.
Start right
We roll up our sleeves and dive into your data. We analyse it, figure out what we need from it, and agree on the main use cases and priorities. It is a crucial step to ensure a smooth implementation.
Enablement and Advisory
Our team has a unique understanding of a broad range of data management and governance areas, delivering best practices throughout your implementation and beyond. We will tailor the training to your team - always on your instance - to make it specific to your tech team, end users or other teams!
Implementation
We will be solving your first use cases together, and quickly! Our CluedIn engineers will work with your team to implement CluedIn, ensuring we deliver business value fast.
Training
Once you are live our Success and Support teams are ready to help you throughout your journey. We will work on the best next step solution for you. Implementation is only the beginning of your CluedIn journey.
Further Success & Support
Once you are live our Success and Support teams are ready to help you throughout your journey. We will work on the best next step solution for you. Implementation is only the beginning of your CluedIn journey.
GETTING STARTED
1. Installation
Welcome
-Agree on a plan
AMA Installation
-Test Success
SSO, DNS & SSL
Updates
-Patches
Support
-Back-up & restore
Useful resources
for your installation
How to get ready to install CluedIn
A summary of the pre-installation steps you must verify to ensure successful installation of CluedIn.
Documentation
A trustworthy source to understand all things concerning CluedIn installation.
Additional Resources
Visual guide on how to install CluedIn via the Azure Marketplace
Supporting Documents
Ensure the efficiency, dependability and integrity of the entire record-to-report process.
WE'RE WORKING AS PART OF YOUR TEAM
2. Implementation Journey
Welcome
Start Right
Delivery
Live &
Handover
Customer
Success
Ongoing activities: Stand-ups, show & tells, monitor Support Cases, Technical Guidance, Proactive Guidance, Product upgrades and workshops...
3. Exploring Your Solution
Implementation
We will be solving your first use cases together, and quickly! Our CluedIn engineers will work with your team to implement CluedIn, ensuring we deliver business value fast.
Enablement and Advisory
Our team has a unique understanding of a broad range of data management and governance areas, delivering best practices throughout your implementation and beyond. We will tailor the training to your team - always on your instance - to make it specific to your tech team, end users or other teams!
Kick-off
-Roles & Responsibilities
-Ways of working
-Objectives & business goals
-Risks & Pain Points
Technical
Onboarding
-Technical Setup
-Ingestion of Data
Requirements
-Key Milestones
MVP Definition
-Document MVP
Project Plan
-Backlog Creation
-Ways of working, tools & communication
Useful resources
to get you started
Public Training
Join our open training sessions on core modules to get a better insight into CluedIn. Join as often as you and your team want and use the training as an insight or refresher session.
Documentation
A great place to start if you want to dig even deeper.
Additional Resources
Ready to become a master in CluedIn? Then these links are for you!
4. Going Live & Customer Success
Going Live
- End-to-end testing and UAT
- Planning your release to production
- Final demonstration to the business users
- Go-live execution and documentation
- Post-implementation review and hypercare
Handover & Enablement Plan
- Handover and knowledge transfer
- Plan your transition to support
- Public Core Module training sessions
- Enablement plan tailored with TAM
- New communication channels
Customer Success
- Continuous improvement and monitoring
- Regular checks with your TAM
- Direct assistance from the Support Team
- Self-training and updated resources
During the Customer Success phase, our Technical Account Manager (TAM) goes beyond to proactively ensure that you achieve your desired outcomes and receive value from CluedIn.
Together, we will:
- Create a customer success plan action as you move to the next stage of your CluedIn journey.
- Schedule regular touchpoints.
- Refine the scope based on your new project requirements.
- Ensure that you are getting value out of existing and new features.
- Be a voice on your behalf in CluedIn Product releases and roadmaps.
- Train and upskill your team with a plan tailored to your needs.
Additionally, our TAM will promote your participation on:
- Quarterly Business Reviews to review your overall objectives, obstacles and support tickets.
- Customer Advisory Boards so that you can Influence CluedIn’s Product, share your success stories with a wider audience and gather Industry insights!
Have questions? Don't hesitate and
reach out to our team!
CLUEDIN PAAS
We’re here to help your whole team use data to move your business forward - quickly.
Azure terms and conditions
By submitting your request for this service, you are committing to signing up for CluedIn PaaS if your request is approved. Please refer to the Microsoft Azure Terms and Conditions for additional information.
How to set up CluedIn PaaS
Review the available plans and consult our pre-installation checklist to install and configure your environment.