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.

Asset-Insider-Services
 

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:
    CheckmarkInitial Project Plan
    Checkmark Project DNA v1
    Checkmark Budget Estimation
    Checkmark 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:
    CheckmarkProject DNA v2
    Checkmark MVP Scope
    Checkmark Priority Quadrant
    Checkmark Sprints Backlog
    Checkmark 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:
    CheckmarkTechnical specifications
    Checkmark System configuration
    Checkmark Custom development
    Checkmark Feedback log
    Checkmark Training sessions
    Checkmark 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:
    CheckmarkGo-live checklist
    Checkmark UAT results
    Checkmark 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:
    CheckmarkSprint results
    Checkmark System configurations
    Checkmark UAT
    Checkmark Final project closure

 

Testimonials

The vendor provides exceptional support and continuously enhances the app with useful features. They truly understand the needs of network operations and field service management.

Asset Insider team has a deep understanding of the entire Asset Management process, and they bring their in-depth knowledge to the table in design, implementation and support

The great thing is that Asset Insider covers a lot more than just a fixed asset management system. Also, they have great support.


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.



Do you have more questions or project scope you want to discuss?



 

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 data6 migration only Master data migration only Master data migration only Master data migration only Full data migration (Master data + historical transactions7)
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 Integrations8   Available as add-on7 Available as add-on7 Available as add-on7 Included
Customizations9   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.



Do you have more questions or project scope you want to discuss?



 

Services

Streamlined Deployment for Rapid Results

Ensure a smooth start with our expert-led deployment service. We guide you through every step, from system environment setup to initial configuration, ensuring your Asset Insider solution is up and running without a hitch.

Tailored Set-Up for Optimal Performance

Our set-up strikes the perfect balance between adapting Asset Insider’s best practices and aligning with your existing workflows. We ensure that the platform integrates smoothly with your operations, making necessary adjustments to bridge any gaps between our features and your processes. This way, you get a tailored solution that maximizes efficiency while leveraging industry best practices, ensuring your asset management system is set up for success from day one.

Secure and Efficient Data Migration

Transfer your data to Asset Insider with confidence. Our data migration service ensures that your critical asset data is moved securely and accurately, preserving the integrity and continuity of your operations.

Comprehensive Training for Seamless Adoption

Empower your team with in-depth training sessions. Our training service covers all aspects of your Asset Insider project scope, from fundamental functions to advanced features, even teaching your team how to administer, modify, and even customize the platform. By focusing on both user proficiency and level of adoption, we ensure your team is fully prepared to maximize the platform’s potential.

Seamless Integrations for Enhanced Connectivity

Connect Asset Insider with your existing systems for a unified asset lifecycle management experience. Our integration service covers everything from standard connectors to custom integrations, ensuring smooth data flow across all platforms.

Adaptive Solution for Unique Business Needs

Tailor Asset Insider to address your specific operational challenges with the freedom for customization. Whether it’s creating new features or adjusting existing ones, we ensure the platform adapts perfectly to meet your business needs, providing a solution that align with your unique workflows and goals.

Customized AI Copilot for Your Operations

Our Copilot service provides tailored AI integration into Asset Insider to suit your unique business needs. We customize Copilot’s AI-driven assistance to help automate processes, improve decision-making, and optimize operations across asset tracking, maintenance, capital planning, and more. From setting up automated workflows to creating custom prediction models, we ensure your team gets the full benefit of AI-powered insights and automation.

Advanced AI for Predictive Insights

Leverage the power of prediction models tailored to your business, allowing you to forecast trends, optimize operations, and make data-driven decisions. From extracting custom information from documents and analyzing text to object recognition and classification, we can design AI models to transform raw data into actionable intelligence, helping you stay ahead of the curve.

Real-Time Asset Connectivity and Control

Unlock the power of real-time asset monitoring with IoT Connectivity for Asset Insider. We provide seamless links to your assets, enabling live telemetry for performance and condition monitoring. By gathering and analyzing big data from your assets, and enabling bi-directional communication through digital twin technology, you gain full visibility and control over asset operations, ensuring optimal performance and decision-making.

Seamless Project and Change Oversight

Our team ensures smooth execution during onboarding by closely monitoring sprint progress, managing dependencies, and enforcing strict scope control. We oversee go-live preparation, manage risks, and ensure all approved changes are integrated seamlessly into future releases.

Organized and Actionable Data for Smarter Decisions

Ensure your data is clean, organized, and ready to drive actionable insights with our Data Management services. We assist with data cleaning and transformation for smooth migration, consolidate data from multiple sources, and help form or integrate into an existing data warehouse. With custom dashboards, maps, and BI tools, we turn raw data into meaningful insights, ensuring that even complex datasets are optimized for your business needs.


Testimonials


Quick to deploy and helps with business process formulation and testing. An excellent end-to-end asset lifecycle management solution.

Asset lifecycle management system that is easy to use and implement. Seamless integration with other software. Desired features are there.

Great product! Great vendor! The Asset Insider Team team worked diligently to understand our needs and was able to build these customizations on top of their product.

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.



Do you have more questions or project scope you want to discuss?



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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