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Maximizing Success: Key Metrics to Track During Onboarding & Implementation

August 4, 2023

In the B2B software industry, successful customer onboarding and implementation are crucial for establishing strong and lasting customer relationships. Implementation project managers play a pivotal role in this process, ensuring that clients smoothly transition from signing the contract to fully utilizing the software’s potential post sale. To achieve this, tracking key implementation and customer onboarding metrics throughout this phase of the customer journey is essential. These metrics provide insights into the effectiveness of your team and strategies, help identify bottlenecks, and guide continuous improvement efforts. In this blog, we’ll discuss the key onboarding metrics you should prioritize  to optimize business growth and avoid failure-to-launch churn.

Onboarding Metric #1: Time-to-Launch (TTL)

One of the most critical metrics to track is the Time-to-Launch (TTL). While many leaders in the industry often primarily focus on Time-to-Value (TTV) metrics, we find “value” is a subjective metric that can vary greatly from team to team and customer to customer. Because your customers can’t derive value from your solution until after an implementation project is completed, tracking project launch times will provide an objective metric that can be leveraged to improve your implementation and onboarding processes and ultimately grow your business.

A shorter TTL indicates that your onboarding process is efficient and effectively guiding customers towards meaningful outcomes. By tracking TTL, you can identify stages where delays occur and take corrective actions to streamline the process. 

To learn more about Time-to-Launch metrics and how Baton can help you track this data, check out our free TTV vs TTL e-Book

Onboarding Metric #2: Customer Engagement

Engagement is a vital indicator of how invested your customers are in the implementation process. Tracking metrics such as user logins, feature adoption rates, and session durations can provide insights into whether your customers are actively exploring and using your software. Monitoring engagement levels helps you tailor your support and training efforts to address specific user needs and boost overall satisfaction.

To help improve this customer engagement throughout implementation and onboarding, consider adopting an implementation management solution that invites your customer into the process with clearly defined project roles, real-time visibility into customer assigned tasks, and streamlined communication. Because who’s responsible for what during implementation should never be a guessing game – especially for your customers.

Onboarding Metric #3: Completion of Implementation Milestones

Define specific implementation milestones that customers should achieve during the onboarding process. Building efficient workflows that clearly outline and assign specific tasks and key project milestones will help organize and track project status and identify trends and opportunities for process improvements.

Tracking the completion of implementation project milestones provides a clear picture of progress. If customers consistently struggle to complete certain milestones, it’s a sign that those areas need more attention, possibly through enhanced training or documentation.

Onboarding Metric #4: Data Migration and Integration Success

For many customers, migrating existing data and integrating with other systems are crucial aspects of implementation. Track the success rate of data migration and integration processes. High success rates demonstrate your software’s compatibility and effectiveness in meeting customer needs.

Onboarding Metric #5: Training and Task Completion Rates

Effective training is key to unlocking your software’s potential. Monitor the completion rates of specific tasks, training sessions, or modules. Low completion rates could indicate that the training content needs improvement or that customers are finding it challenging to engage with the material.

Onboarding Metric #6: Support Response Time and Resolution

Effective customer support plays a pivotal role in successful onboarding. Monitoring response times and issue resolution rates can help you gauge the efficiency of your support team. Quick and effective support not only prevents roadblocks during implementation but also fosters trust and confidence in your software’s capabilities.

Onboarding Metric #7: User Feedback and Satisfaction

Happy customers are more likely to become advocates for your software. Regularly gather user feedback through surveys, interviews, or direct interactions. Metrics like Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT) can help quantify user sentiment, but it’s also important to collect regular client feedback throughout implementation and onboarding. This regularly collected data allows you to identify pain points and areas for improvement, ensuring a seamless onboarding experience.

A Better Solution To Track Key Onboarding Metrics

As a software leader, your role is instrumental in shaping the customer’s journey from acquisition to successful utilization of your software. Tracking key metrics during customer onboarding and implementation empowers you to make data-driven decisions, optimize processes, and enhance customer satisfaction. By focusing on metrics such as Time-to-Launch, customer engagement, support responsiveness, milestone completion, user feedback, data migration success, and training completion, you’ll create a streamlined and efficient onboarding experience that sets the stage for long-term success. Remember, the key to thriving in the competitive software landscape is not just selling your solution, but ensuring that your customers thrive with it.

If you’re currently struggling to collect these key onboarding metrics using your existing solution, it may be time to upgrade your technology stack. Schedule a personalized demo to learn how Baton’s purpose-built implementation management solution can help you streamline your processes and unlock unprecedented project- and task-level insights.