Services

Efficient Onboarding for Every Business Need

Discover the perfect Asset Insider onboarding plan for your business. Whether you're managing smaller projects or tackling large, complex initiatives across your organization, our plans offer the scalability, support, and customization needed to maximize asset lifecycle management efficiency.

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Asset Insider Onboarding Methodology:
A Time-to-Value Approach

  1. favicon Phase 0: Proof of Concept (PoC)


    Test the capabilities of Asset Insider with a two-week trial. We set up a core business process and conduct initial analysis workshops to define the project’s scope and goals.

    Key Deliverables: Initial Project Plan, Project DNA v1, Budget Estimation, PoC Demo.

  2. favicon Phase 1: Design


    This phase kicks off the formal implementation. Through workshops, we define detailed business processes and establish the foundational setup of Asset Insider, including environments and data migration plans.

    Key Deliverables: Project DNA v2, MVP Scope, Priority Quadrant, Sprints Backlog, Data Migration Approach.

  3. favicon Phase 2: Time-to-Value (TTV) Execution


    Implementation begins with multiple two-week sprints. Each sprint covers tasks like application setup, customizations, data migration, and integration. Feedback from User Acceptance Testing (UAT) is collected and processed.

    Key Deliverables: Technical specifications, system configuration, custom development, feedback log, training sessions, updated Priority Quadrant.

  4. favicon Phase 3: Onboard


    The final preparation for go-live. We fine-tune the application, migrate data, and perform comprehensive testing. The project team prepares for go-live with meetings, checklists, and a final go/no-go decision.

    Key Deliverables: Go-live checklist, UAT results, solution migration to production.

  5. favicon Phase 4: Next Release


    Post-go-live phase. Additional functionality or updates defined during the project are implemented in this phase through more sprints, continuing the iterative approach to ensure evolving needs are met.

    Key Deliverables: Sprint results, system configurations, UAT, and final project closure.

 

Testimonials

The Asset Insider team, with their knowledge of both asset management and Microsoft technology, is top notch. They were also very hands-on through the implementation, providing proactive project management and quick responses.

Asset Insider is quick to deploy and helps with business process formulation and testing.

Asset Insider fits the needs of Excitel perfectly. The support we received during the rollout of the complex integrated solution was highly appreciated.

The Asset Insider team is fast, responsive, professional, communicative, and always ready to go the extra mile. They delivered a Low-Code solution adapted to our business needs.


Frequently Asked Questions


What is the role of sprints in the onboarding process?

Sprints are key to our onboarding methodology, breaking the implementation into manageable, two-week cycles. Each sprint focuses on a specific area, such as customization or data migration, ensuring timely delivery, user feedback, and flexibility to adapt to changes along the way. This iterative approach helps us meet project goals efficiently.

How do you manage changes or additional requirements during onboarding?

Changes and new requirements are managed through our Priority Quadrant and backlog. During sprints, we regularly review and reprioritize any new changes based on their urgency and impact on the project. By doing this, we ensure that any additional needs are aligned with the project scope and timeline.

What roles are involved in the onboarding process, and who manages them?

The onboarding process involves several key roles from both the customer and Sappience. These include the Project Owner, Project Manager, Business Analyst, Technical Lead, and Citizen Developers from both sides. The Steering Committee, which includes the Project Owner and Project Managers, oversees the entire process. Additionally, specific roles such as Asset Stakeholders and Subject Matter Experts (SMEs) are involved in workshops, feedback, and testing.

What is the Priority Quadrant, and how is it used to prioritize requirements?

The Priority Quadrant is a visual tool that helps categorize project requirements into four areas: High impact - Easy to implement, High impact – Hard to implement, Low impact - Easy to implement, Low impact – Hard to implement. This ensures that critical features are implemented first, keeping the project on track while allowing flexibility for less critical tasks.

How do you ensure that the onboarding is aligned with our project goals and KPIs?

From the initial workshops, we work closely with your team to define project goals and KPIs. These are revisited at every phase—especially during the feedback loop of sprints—to ensure that the solution aligns with your objectives and delivers value as planned.

What is the go/no-go decision in the onboarding process, and when is it made?

The go/no-go decision is made during Phase 3 (Onboard), right before the solution goes live. This decision is based on the completion of pre-launch testing, User Acceptance Testing (UAT) results, and the readiness of the solution to meet your business requirements. It ensures everything is in place for a successful launch.

How does Asset Insider support continuous improvement after the initial onboarding?

Post-go-live, we enter Phase 4 (Next Release), where additional functionality or improvements are addressed in further sprints. This ensures that evolving business needs are met even after the initial onboarding, offering continuous value to your operations.



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Plans Scope

  Rapid Advanced  
Onboarding Service Asset Tracking + Maintenance Asset Tracking + Maintenance Asset Tracking + Maintenance + Capital Planning Asset Tracking + Capital Planning Enterprise
Deployment Production Development or UAT + Training, Production  Development or UAT + Training, Production  Development or UAT + Training, Production  Development, UAT + Training, Production
Data Migration Master data5 migration only Master data migration only Master data migration only Master data migration only Full data migration (Master data + historical transactions6)
Training For all set-up features  For all set-up features  For all set-up features  For all set-up features  For all set-up features + Platform administration training 
Project Management Y Y Y Y Y
Copilot Deployment Not available Not available Not available Not available Available
AI Deployment Not available Not available Not available Not available Available
IoT Connectivity Not available Not available Not available Not available Available
Custom Integrations   Available as add-on7 Available as add-on7 Available as add-on7 Included
Customizations   Available as add-on8 Available as add-on8 Available as add-on8 Included
Data management Not available Not available Not available Not available Available
Duration 2-4 weeks 4-6 weeks 6-8 weeks 4-6 weeks Project-based
 

Disclaimers:

1. The Rapid Plan includes setup and creation of 10 custom parameters. The Advanced Plans include setup and creation of 10 more custom parameters.
2. Includes the following features in Asset Insider - Asset Requests, Procurement, Transfers, and Asset Locations.
3. The Advanced Plans include setup and creation of 20 maintenance plans.
4. Asset Insider provides +1,400 existing connectors and the means to build custom ones too.
5. Portals require an additional Power Platform license. Functionality can be provided as a customization (add-on) for the Advanced onboarding plans.
6. Master data refers to static data related to the setup features.
7. Historical transactions include work orders, transfer orders, and warranty data.
8. Integrations must be purchased separately for Advanced plans.
9. Customizations must be purchased separately for Advanced plans.
10. Advanced configuration of the Asset Tracking and Maintenance solutions is required for full functionality of Capital Planning. Only available in Advanced Onboarding.

Frequently Asked Questions

How does the Advanced onboarding plan differ from the Rapid plan?

The Advanced plan offers a more comprehensive setup compared to the Rapid plan for a combination of the Asset Tracking, Maintenance, and Capital Planning products. While the Rapid plan focuses on essential setup and basic custom parameters, the Advanced plans include deeper configuration, the option to purchase integrations and customizations as add-ons, and set-up of more custom parameters and maintenance plans.

What additional features are provided in the Enterprise onboarding plan?

The Enterprise plan is tailored for large-scale operations and complex projects, offering integrations and customization of Asset Insider. Furthermore, it includes features of Asset Insider’s Asset Intelligence and Innovation Hub products - AI Deployment, IoT Deployment, Copilot Deployment, and others. It also includes custom reports, dashboards, and advanced workflows designed. Additionally, the Enterprise plan supports a greater number of users and environments, providing the flexibility to manage operations across larger organizations with more complex needs.

Are custom integrations and customizations available in the onboarding plans?

Yes, custom integrations and customizations are available in the Advanced and Enterprise onboarding plans. However, these services come as add-ons in the Advanced plan and are included in the Enterprise plan by default. Custom integrations allow seamless connections with third-party tools, while customizations ensure Asset Insider aligns with your specific operational needs and workflows.

What is included in the Copilot Deployment, IoT deployment, and AI Deployment features?

Copilot Deployment: Includes setting up AI-driven assistance to streamline asset management tasks, automate processes, and provide predictive insights. Copilot helps users with intelligent data analysis, anomaly detection, and automating routine workflows. IoT Deployment: Covers the setup of real-time asset monitoring using IoT devices, allowing continuous tracking of asset performance and condition. This enables real-time decision-making and predictive maintenance based on live telemetry data. AI Deployment: Involves the implementation of AI models for predictive insights, data classification, and process automation. AI Deployment helps forecast asset performance, optimize operations, and enable smarter, data-driven decisions.

What are the benefits of opting for the Enterprise plan over the Advanced plan?

The Enterprise plan provides greater scalability, customization, and advanced functionalities that the Advanced plan does not cover by default. It includes comprehensive AI, IoT, and Copilot deployment, as well as support for more users and environments. Enterprise also provides enhanced project management with strategic oversight, allowing large organizations to fully tailor Asset Insider to their complex workflows and operational needs.

What are the additional costs associated with custom integrations and customizations in the Advanced plans?

Custom integrations and customizations are available as optional add-ons in the Advanced plan, and their cost varies based on the complexity and scope of the requested changes. These costs are determined after a detailed scoping session and may involve additional hours of development, configuration, and testing.

What are the key differences in the deployment environments (Production, UAT, Development) across the plans?

Rapid Plan: Typically includes one environment (Production) to support a basic deployment.
Advanced Plan: Supports multiple environments, including Production and UAT (User Acceptance Testing), allowing for more thorough testing and validation of processes before going live.
Enterprise Plan: Includes multiple environments such as Production, UAT, and Development, enabling continuous improvement, development of new features, and iterative testing without disrupting live operations.



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Services


Testimonials

The Asset Insider team listened attentively and iteratively to ensure that our processes were understood. They drew up a concise DNA document and Project implementation plan and they kept us on track to ensure we met our timelines.

Asset Insider provides a great set of pre-built functionalities that can serve the purpose out-of-the-box. The fact that it's based on a standard and proven Microsoft technology allows us to benefit from easy and fast customization options. Software user interface is user-friendly and easy to use.

We had a very unique new asset request and ordering process that wasn't addressed. The Aset Insider team build customizations on top of the product. We now have a supported, highly customized product that simplifies the ordering and management of thousands of assets across our 60+ offices.

Frequently Asked Questions

How do you customize onboarding for different project sizes and complexities?

The onboarding process is designed to be flexible and scalable, based on the project’s size and complexity. For smaller projects, we focus on delivering the Minimum Viable Product (MVP) within a short time frame, using rapid Time-to-Value (TTV) sprints. For larger, more complex projects, the onboarding methodology incorporates additional sprints, data migration, and extensive customization workshops to ensure the platform aligns with the specific requirements. Our Priority Quadrant approach helps us prioritize and adapt to your business needs efficiently.

What role does project management play during the onboarding process?

Project management ensures smooth execution, monitoring progress, managing dependencies, and maintaining scope control. Throughout the onboarding, Project Managers monitor the progress of each sprint, address risks, and ensure that all tasks remain aligned with the project’s scope and timeline. They also handle change requests, track progress through the Priority Quadrant, and prepare for the go-live stage.

How do you ensure a smooth deployment of Asset Insider?

We ensure a smooth deployment by following a structured process that includes environment setup, data migration, integration, and extensive testing during User Acceptance Testing (UAT). Our go-live preparation involves detailed checklists, final validation, and risk management. Post-deployment, we provide support for go-live assistance, ensuring any last-minute changes are handled smoothly.

What is involved in the set-up process?

The set-up process involves configuring the system according to your business processes, integrating it with your existing systems, and migrating data. We also fine-tune the custom parameters, configure assets, and set up maintenance plans. Our focus is on adapting Asset Insider to align with your existing workflows while leveraging its best practices for maximum efficiency.

What’s the difference between set-up and customization?

Set-up refers to configuring existing features and processes within Asset Insider, such as data migration, setting up environments, and aligning workflows with the platform’s best practices. Customization, on the other hand, involves creating new features or adjusting existing ones to meet specific operational challenges. Customization can range from developing new modules to building specific integrations and workflows.

Can you migrate data from multiple systems into Asset Insider?

Yes, we can migrate data from multiple systems into Asset Insider. During the Design phase, we define the data migration approach and use templates to consolidate data from different sources. This includes both master data (such as asset categories) and historical transactions (like work orders, transfer orders, and warranty data). Our process ensures the integrity of the data throughout the migration.

What integrations are available with Asset Insider?

Asset Insider integrates with over 1,400 connectors across a wide range of platforms, including ERP systems, Microsoft solutions, Oracle products, and other third-party applications. This ensures seamless data flow and connectivity, allowing for unified asset management across your ecosystem.

Can you create custom integrations for our existing systems?

Yes, custom integrations can be developed to connect Asset Insider with your existing systems. We use low-code tools and custom APIs to create seamless integration, ensuring that data is synchronized and workflows are optimized.

What integrations are available with Asset Insider?

Asset Insider integrates with over 1,400 connectors across a wide range of platforms, including ERP systems, Microsoft solutions, Oracle products, and other third-party applications. This ensures seamless data flow and connectivity, allowing for unified asset management across your ecosystem.

What systems can Asset Insider integrate with?

Asset Insider can integrate with a wide range of systems, including ERP platforms, financial management systems, maintenance software, IoT devices, and Microsoft Power Platform tools. It also supports custom integrations with legacy systems through API development.

What types of customizations can be made in Asset Insider?

Customizations in Asset Insider include creating new modules, adjusting existing features, automating workflows, and integrating custom APIs. These customizations can address specific operational challenges, such as adding new asset categories, building unique reports, or automating complex processes.

How do you handle specific operational challenges with customization?

We handle operational challenges through detailed workshops during the Design phase, where we identify gaps between your business processes and the standard features of Asset Insider. We use a low-code approach to develop custom solutions, including process automation, integrations, and advanced reporting, ensuring your operational needs are met efficiently.

Can customizations be applied to all areas of Asset Insider?

Yes, customizations can be applied to any area of Asset Insider. Whether it’s asset tracking, maintenance, capital planning, or reporting, we ensure that the platform is tailored to your specific operational needs, providing flexibility across all modules.

What is the role of Project and Change Management during go-live preparation?

Project and change management are crucial during the go-live preparation. Project Managers ensure that all tasks are completed, risks are mitigated, and any last-minute changes are managed effectively. The go-live checklist ensures that all key milestones, including data migration and UAT results, are completed before making the final go/no-go decision. After go-live, project management continues to monitor the solution and plan for any additional updates or future releases.



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Ready to Optimize Your Asset Lifecycle Management?

Discover how Asset Insider’s comprehensive onboarding services can streamline your asset lifecycle management processes, improve operational efficiency, and ensure long-term success.

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