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What is the onboarding process for new clients?

Asked 3 months ago
The onboarding process for new clients utilizing Broadsoft solutions typically involves several key stages designed to ensure a smooth transition and successful implementation. Initially, clients may undergo an assessment phase, where their specific needs and objectives are discussed to tailor the services appropriately. This may include evaluating current infrastructure and identifying any specific requirements for integrating Broadsoft’s offerings into existing systems. Once the assessment is complete, a project plan is developed that outlines the timeline, resources needed, and key milestones. Broadsoft often assigns a dedicated project manager to facilitate communication and coordinate activities throughout the process. During the implementation phase, clients receive assistance in setting up the necessary hardware and software, including training for users to fully leverage the platform's features. After implementation, clients typically enter a support phase where they can access ongoing assistance and resources to optimize their experience. This stage may include regular check-ins and feedback sessions to ensure that clients are satisfied and fully utilizing the services provided. For the most accurate and detailed information regarding Broadsoft's onboarding process, it would be beneficial to visit their official website for relevant resources and contact information.
Answered Aug 31st 2025

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