During the pre-sale and onboarding process, we develop an initial Blueprint that captures your goals, KPIs, and targeted outcomes. Any ROI drivers established as part of your business case are documented, along with strategies and tactics for applying our technology. Throughout our engagement, the Blueprint is continuously updated to ensure all stakeholders remain focused on delivering results. Your organization’s needs will evolve as you scale and as competitive and regulatory conditions shift. The Blueprint evolves alongside -ensuring continued alignment and a sustained focus on maximizing ROI.

Between executive reviews, DataOceans’ Client Success staff and your stakeholders work together on defined initiatives to achieve measurable outcomes. These may include driving electronic adoption, expanding self-service adoption, advancing digital transformation, or improving the customer and user experience. We also support your team as it grows and evolves, providing ongoing training and best-practice guidance.

Regular engagement at the right level ensures continuous improvement. Working groups may meet weekly on specific topics, with monthly meetings to track progress on key initiatives and maintain alignment. Quarterly and semi-annual business reviews involving executives from both sides provide accountability, ensure progress toward KPIs and ROI drivers, and allow for adjustments to evolving strategic priorities.

After each review, DataOceans collaborates with you to update the Blueprint. Together we set priorities, define quarterly sprints, and establish the next areas of focus - keeping both teams aligned and driving momentum toward shared goals.  This step keeps the engagement focused on how to continuously improve the KPIs and ROI drivers, as well as keeping the combined team focused on when to onboard additional solutions to drive additional value.