Self-Guided

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Our self-guided onboarding service provides customers with step-by-step navigation, essential tasks, and informative videos to help them easily integrate with Kaseya Software. This comprehensive approach ensures a smooth transition and empowers users to maximize the software's potential from day one.

Access

Currently, this service is tailored for administrative roles, providing them with all the necessary tools and knowledge to leverage Kaseya Software effectively. Excitingly, we are in the process of extending these capabilities to technicians as well, ensuring they too can benefit from this structured onboarding experience. In the meantime, technicians can take advantage of our comprehensive video folder to enhance their familiarity with the software.

Updates

We are committed to continuously enhancing the onboarding experience as new features are introduced. Tasks will be reopened, or new ones added to reflect these updates, ensuring that users are always informed about the latest capabilities. A shout-out alert will be posted upon sign-on to notify users of these important changes.

Our service provides empowers experienced partners with comprehensive digital learning resources, including in-product walkthroughs, videos, and configuration guides. This self-paced option offers a cost-effective path to implementation without dedicated consulting support.​

  • Flexible cost effective self-paced learning​
  • Continuously maintained resources available anytime​
  • Live Learning Series or Technical Account Review for quick questions​

Recommendations

To maximize the time with the expert during your consulting sessions, we recommend completing the onboarding tasks beforehand. This preparation will provide you with a solid understanding of the software's functionalities and capabilities, enabling more productive and focused discussions. Familiarize yourself with the essential videos and tasks to ensure you are ready to dive deeper into the software's advanced features.

 

Reminders

Our system diligently sends notifications to keep users updated on their progress and any new tasks added to their onboarding checklist. These tasks remain open indefinitely until they are fully completed, ensuring that no critical steps are overlooked. This continuous update mechanism helps users stay informed and ensures a comprehensive onboarding experience.

 

👉🏼 Elevate Your Implementation Experience

Our Self-Guided implementation offers a great starting point, but for those seeking a more comprehensive and tailored approach, we invite you to explore our Expert-Led Implementation Services. These services provide:

  1. Personalized guidance from seasoned Kaseya consultants
  2. Customized implementation strategies aligned with your specific business needs
  3. Accelerated time-to-value through expert-driven setup and configuration
  4. In-depth training and knowledge transfer to maximize platform utilization
  5. Ongoing support throughout the implementation process

Explore our Expert-Led Implementation Services:

For detailed information on each service level and to determine which option best suits your organization's needs, please contact us

Have more questions?

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