Hippo CMMS Onboarding

Onboarding for Customer Success

At Hippo, we know that the first 6 months of implementation are the most critical for customer success. If you don’t have buy in from all users and adoption is low, the chance of the CMMS implementation being a success is not promising. We're not trying to scare you and there is really no need to worry.

The good news is Hippo invests heavily in our customer onboarding process and offers some awesome onboarding options that are geared toward "Customer Success".

At Hippo, onboarding does not just mean generic training, rather we specifically tailor the onboarding process to include regular consultations, data integration, software configuration, and customer training that address the specific needs of our customers. Our customer requirements differ depending on industry, feature requirements and experience with CMMS software.

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Get started with Hippo CMMS right away!

Getting set up with Hippo maintenance software is simple. Our Standard Onboarding package gives our users all tools and know-how to get their CMMS up and running within days. This is the best onboarding solution for customers looking to dig into the appliation immediately and are eager to populate the data on their own. With the Standard Onboarding, customers have access to their database within 48 hrs. of subscribing, get initial set up and receive custom tailored training from our experts. If you are eager to get set up quickly and make use of the software, Standard Onboarding is the right choice.

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Standard Onboarding Includes:

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Database Activation

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Initial facility set up (facility and location names)

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Access to Express Training Webinars

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Unlimited training with an Training Specialist within onboarding period

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Consultation on best practices for populating and managing data

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Access to training video library and training documents

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Estimated onboarding period of 30 days from sign off

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Lifetime customer support

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User set up with log in credentials (within 48 hrs.)

Standard Onboarding Includes:

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Customers who are eager to get started right away

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Customers who do not have access to an asset or equipment list to be imported

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Customers who are not switching from one CMMS to another

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Users who have past experience using a CMMS, preventive maintenance system or similar software

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Smaller operations with 1 facility, and / or 50 or less assets or equipment items

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Customers looking to use the system for simple work order management

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Customers who have a tight budget and are OK with spending some time getting set up

The process in simple!

1 Sign off and subscribe to Hippo
2 Receive log in credentials and meeting invitation from Onboarding Specialist
3 Meet with your Onboarding Specialist to setup facilities, locations, and example equipment
4 Start inputting data into your database
5 Schedule web training with one of our Training Specialists
6 You're up and running within 30 days!
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Data migration made easier than ever!

Getting set up with Hippo maintenance software is simple. Our Enhanced Onboarding package is the best option for organizations with large amounts of data that they'd like migrated over into their Hippo database. This includes companies switching from another CMMS, or similar software, those who have access to equipment, assets, inventory or other lists, or users that are preparing data lists and prefer to have Hippo Data Integration Specialists scrub the data and import seamlessly.

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Enhanced Onboarding Includes:

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Database activation

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Initial facility set up (facility and location names)

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Custom user interface design *

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Import data delivered in Excel or CSV file

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Migrate historical records from previous software if required

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Upload site and floor plans delivered to Hippo (JPEG or PDF)

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Access to Express Training Webinars

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Access to training video library and training documents

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Unlimited Training with Training Specialist within the onboarding period

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Estimated onboarding period 30 - 60 days from sign off (depending on the number of facilities)

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Lifetime customer support

Enhanced Onboarding is best suited for:

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Customers who are switching from one CMMS to another and want data migrated

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Customers who want to ensure that initial data is migrated seamlessly

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Customers who want to work closely with a Data Integration Specialist and don't want to populate data from the start

User set up with log in credentials

Larger operations with multiple facilities and a large number of assets

The process in simple!

1 Sign off and subscribe to Hippo
2 Receive log in credentials and meeting invitation from Onboarding Specialist
3 Meet with your Onboarding Specialist to setup facilities, locations, and discuss data imports
4 Start putting your data into Hippo’s import templates (Excel documents)
5 Review imported data as our team populates your maintenance software database
6 Schedule your web training with one of our Training Specialists
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Get an estimate

Want to know how much it costs to implement a great work order management system?

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Leave the heavy lifting to our experts!

Get your maintenance management system up and running 85% faster with Hippo Premium Onboarding. Our site audit specialists come to your facility(s) and inventory all major assets and equipment, so you don’t have to.

Leave setup to the professionals and get back to business with our full service on site auditing. Full service setup consists of our Hippo experts visiting your facility(s) and taking stock of all assets, machinery, and mechanical equipment you are looking to track. Our experts will collect all asset information including ID tag images, documents, site and floor plans, manuals, photos, and more. Once the data collection is complete, our data integration specialists will take over to build your new database, input all asset information, schedule preventive maintenance, and supply the customer with login credentials. It's a one stop account-setup-shop!

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Premium Onboarding Includes:

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Hippo auditing specialist comes to customer’s facility (s)

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Full inventory of all major equipment, assets, machinery, etc.

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Includes MEP (mechanical, electrical, plumbing, production machinery and other major equipment)

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Collect images for equipment and assets, and ID tags

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Collect O & M manuals and other relevant documents for equipment and assets

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Set up Preventive Maintenance Program (industry standard or provided by customer)

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Upload facility floor plans and site maps

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Unlimited training with Training Specialist within 30 days of implementation

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Estimated onboarding period 90 days from sign off

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Tag equipment with bar codes (if customer requests)

Customers who opt for the Premium Onboarding package see results:

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95% more completed work orders

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31% more preventive and scheduled work orders

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31% more likely to record labor hrs. and costs

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107% more equipment and assets being tracked

Get an estimate

Want to know how much it costs to implement a great work order management system?

Get estimate