How We Made Remote Implementation and Onboarding Seamless for Remote Teams

Since its inception, Bipsync has operated a fully remote implementation and delivery model for clients, right across the globe.

The cloud-based and mobile-first nature of our platform, coupled with our open API and deep experience in geographically distributed roll-outs, removes the need for lengthy and complex onsite implementation and accelerates traditional on-boarding processes.

Similarly for new users, our focus on UX and design minimizes the steep learning curve usually associated with adopting compliant financial systems. With Bipsync, new users embark on a comprehensive training program of live webcasts, 121 onboarding sessions and in-app learning and tours, all tailored to their specific configuration and needs.

But how does this all stack-up in a 100% remote worker scenario you ask? This year, we found out…

Then and Now (The 2020 Difference)

In the past, clients have typically chosen between a hybrid onboarding model (remote implementation with user-training undertaken onsite and virtually) or a fully remote onboarding model (remote implementation with virtual training). 

Since March 2020, we have successfully onboarded a number of new clients – including a top tier US university endowment, a multi-$million European family office and a world-renowned global fund manager. 

The difference being here, amid a global pandemic, is that not only have all new clients of course opted for the fully remote onboarding model, but all of our new users (and all of us!) have also been working remotely too.

A first for us for sure, however our implementation and training process itself hardly had to change at all for successful client onboarding in this environment…

Built for Remote Onboarding (Our Approach)

Cloud-enabled, secure and intuitive for investment professionals to get to using the system fast, Bipsync is fully equipped for 100% remote deployment across 100% remote teams. We’re purpose-built to get clients up and running without any need for lengthy on-site sessions for implementation, support, configuration or training.

Here’s a (very) brief run-down of our tried and tested client implementation and onboarding approach.

1. RMS Configuration Tailored to User Workflows From First Log-In

Ahead of onboarding users or kicking off a trial, we start with a consultation and discovery to work through best practice workflows and processes for your fund’s specific RMS configuration, which includes:

  • An online consultation to discuss user and team workflows, process management needs and best practice.
  • We then configure your installation to reflect your specific processes and support team/s workflow requirements.
  • When we spin-up your dedicated Bipsync installation and distribute log-in credentials to users, they have immediate access to the fully configured environment for their workflows.

2. Technical & Compliance Onboarding & Security Due-Diligence Built-In

We work closely with you to help you complete comprehensive operational and cybersecurity due-diligence during trial and on-boarding, and support advanced IT admin needs, including:

  • Network controls, incident response policies and, software and business practices
  • Full API documentation portal and technical deployment guides available.
  • Live webcasts and sessions for IT Admin and Compliance training.

3. Remote User Onboarding Schedules & Accessible Training Processes 

We provide the resource and support required for the majority of implementation work, so your users can focus on getting value from the product for their needs from day one, regardless of location.

Our Customer Success team will lead and deliver a tailored training schedule, including one- to-one and one-to-many user onboarding sessions, including:

Live Webcast Training Schedule

  • Live webcast and training sessions from our Customer Success Team (incorporating both 1×1 and group trainings)
    • A phased approach to user training schedules, depending on chosen platform components and team objectives, adding functionality sessions across Core RMS, Process Management and Reporting, for example.
    • The support team is on-hand throughout to answer your questions and respond to technical, workflow and product queries.
    • We encourage, and welcome, feedback throughout the user onboarding process (and beyond) on use-cases, functionality and configurations specific to each user’s needs.

In-App Learning, Support and Help Modules

  • Each individual user account comes with introductory demo videos and getting started materials at log in.
    • New users can enter ’Getting Started’ tours to explore the platform themselves, and get to grips with key elements of the system quickly and easily. This includes:
      • The Web-App interface tour and Core RMS features.
      • Tour of “Sharing” and collaboration features
      • “Search and Filter” and “Version History” tours.
  • Users can also find new product releases and feature announcements, and contact the Bipsync support team directly, from the “Help” toolbar in-app.

With this proven process, users are able to extract value from the system from first log-in, while the end to end client on-boarding and implementation process typically takes just 4-8 weeks.

As the Covid-19 situation continues to evolve, many funds are looking for ways to foster workforce collaboration and are preparing for remote work arrangements to extend in some capacity after restrictions end.

For many we speak with, this revolves around finding effective solutions for communication, coordination and collaboration. Even more critical, therefore, that remote-enabling technology solutions like modern RMS can be fully trialled, evaluated and implemented virtually, in a remote environment for remote users.

For us here at Bipsync, we look forward to continuing to onboard effectively and efficiently for our clients, regardless of geography, user location or distributed team dynamics. If you’d like to find out more about our approach to free managed trials, remote onboarding and virtual training programs, or discuss how we enable distributed teams to work more effectively, get in touch.