The Ottimate Onboarding Experience: Support You Can Count On

Modified on Fri, May 2 at 12:48 PM

At Ottimate, we’re committed to supporting you throughout your implementation journey. When you sign with us, you’re not just signing for a software platform; you’re signing up for a new family.

What resources do we provide to help you build your new AP Automation and Payments workflow?

1-on-1 time with product experts

Personalized live training sessions

Live Q&A sessions to work through questions

Guided walkthroughs in YOUR account with YOUR invoices

Recordings that can be easily shared with additional users

Reporting that allows you to track how you’ve sped up your processes

Customized adoption benchmarks to ensure you’re hitting your goals

A dedicated customer success team to assist with adoption & growth post-onboarding

Access to an automated ticketing system for getting timely answers to your questions

Who is in your Ottimate family?

Account Executive - Your Ottimate Account Executive will guide you through the sales process to the finish line, ensuring you feel comfortable and ready to be handed off to the implementation team.

Customer Success Manager - Your Ottimate Customer Success Manager will be your main point of contact after the agreement, guiding you through the post-sale process and ensuring full adoption of the system.

Onboarding Specialist - Your Ottimate Onboarding Specialist will guide you through the implementation process, outlining key tasks, training, and timelines to ensure your team stays on track and meets deadlines.

Technical Onboarding Specialist - Your Technical Onboarding Specialist works behind the scenes to build and customize your account, making adjustments during the implementation phase to meet your specific needs.

Solutions Services Representative - Your Solutions Services team will manage larger projects for your account, handling new integrations, custom features, and reports from start to finish.

Product Consulting Team - Your Solutions Services team will manage larger projects for your account, handling new integrations, custom features, and reports from start to finish.