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Onboarding Services
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Jump Start Your Embedded Analytics
Onboarding Services are designed to get your project off on the right track, with the right architecture and the right project plan to meet your production target. Onboarding provides essential platform training, solution architecture guidance, as well as access to Qrvey’s expert platform architects who can guide and assist your team during the implementation. A Qrvey expert will work with you to review your project requirements and propose a solution architecture that meets those requirements. You will continue to work with your Qrvey expert until your first MVP production go-live event, performing weekly check-ins throughout your implementation sprints. Most implementations follow an 8–12-week timeline, and we can assist you with go-live readiness as well as spinning up your first few tenants.
Onboarding Services begin with an introductory Project Kickoff call, and then proceed with the following structured phases:
- Platform Training
- Project Profile
- Architecture Proposal
Platform Training provides live, in-person training sessions via Zoom for your technical delivery team. In these training sessions, we will cover the basics of the platform, including building dashboards and workflows, administering applications, securing content, and integration with parent applications.
Project Profile phase is a deep dive into your specific technical and business requirements for your embedded analytics project. Your Qrvey expert will focus on understanding your current environment, including all existing reporting, data and systems architecture. Your Qrvey expert will begin with a one-hour MVP requirements gathering session with your team, followed by a detailed writeup that will include our guidance and recommendations for tackling the requirements.
Architecture Proposal is a document deliverable that provides a customized and detailed technical architecture proposal for your MVP embedded analytics offering. Your Qrvey expert will provide you with best practice recommendations for data import and data security architecture, including how to design for your multi-tenancy model, as well as integration with your parent application.
After completing the initial Onboarding phases outlined above, your Qrvey expert will continue to provide the following services as needed, until you go to production with your MVP solution:
- Conduct weekly meetings with your development team to address ongoing challenges
- Coordinate with Qrvey’s internal team of expert platform developers to drive any mutually defined initiatives to completion
- Advise and consult on your data import, data security and widget embedding designs
- Guide and assist your development team to complete the various implementation initiatives outlined in the project plan
- Assist with proper sizing of cloud infrastructure and configuration of billing alerts and notifications

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