How we’re building best-in-class onboarding at Platformed.

However useful a tool is, you don’t want to spend lots of time onboarding to it.

At Platformed, we aim to save you more time on your first RFP or DDQ than the time it takes to onboard with us. We're here to speed your business up, not add another burden.

This post will guide you through the elements of a successful Platformed onboarding:

• Supporting you to receive value within 24 hours
• Reducing onboarding work to under 30 minutes

Benefit from the product in under 24 hours

We kick off the onboarding process once your first RFP or questionnaire lands in your inbox. Here's what you can expect:

Immediate value: You'll receive automatic responses to your questionnaire by the next working day.

Onboarded: You’ll be ready for future questionnaires and RFPs.

Dedicated onboarding contact: A dedicated Platformed contact will guide you through the process and will be on hand to answer any questions you have. It’s their responsibility to ensure that you experience a net time-saving as soon as possible.

5 RFPs or Questionnaires uploaded and you’re all set for automated responses!

Less than 30 minutes of work to get onboarded

The library is where all of your trust information is stored in Platformed, powering our ability to generate responses to questionnaires and RFPs accurately and swiftly. We've streamlined the process of adding information to the library to make it as effortless as possible.

The 80:20 rule is at play here – 80% of the information needed for responses can be made available with minimal effort. You can get your library questionnaire-ready in just a few minutes:

• Past questionnaires and RFPs: If you have a treasure trove of past questionnaires and RFPs gathering dust, it's time to put them to good use. Simply upload these files to Platformed, and they will be added to the library.
• Integrations: Platformed offers integrations with key platforms, allowing you to sync essential data with just a few clicks. These integrations also ensure that your trust library remains up-to-date without any manual intervention.
• Adding more documents over time and syncing from other knowledge bases, such as Confluence, will further enhance the comprehensiveness and currency of your trust library.

Sync documents automatically from all your key platforms

The road ahead

A zippy onboarding process is important, but we don’t lose sight that navigating customer procurement is a marathon and not a sprint. Once you’re onboarded, here are some actionable steps to get the most out of Platformed for the rest of the journey:

Set up further integrations: Enable workspace notifications via Slack and integrate with your CRM to speed up questionnaires even more.

Grow your knowledgebase: Growing the number of RFPs and DDQs in the library can drive even higher automation rates for responses. You can upload more, or sit back and wait for the bank to grow as live questionnaires get completed.

Consolidate occasional documents: You know the ones I mean, the insurance certificates the pen test summary and the like! They can be synced to Platformed from Google Drive or OneDrive, or you can use Platformed as the system of record for these.

Set up SSO: Platformed supports SSO via Google, Microsoft and, for Enterprise Tier customers, SAML. Auto-enrolment enables subject matter experts or reps to start using Platformed seamlessly.

If you’d like to find out more about Platformed, please get in touch or book a demo here!