Skip to content
English
Sign in
Contact us
  • There are no suggestions because the search field is empty.

How to Onboard Arcus/Enel Customers

Lesson Plan

The following lesson plan is designed to begin once a deal is closed/won.

1. Sales Handoff/Introduction

  • Notification Message: Onboarding project manager is notified of sale and schedules a sales handoff session between the PM and BDM/AE to review details of deal. 

3. Kick off Call

  • Schedule a KO call: Schedule and conduct a kickoff meeting with key stakeholders & review key features and use cases. Also outline the expectations and timeline for each side to get the customer successfully onboarded.
  • Onboarding/Enrollment Checklist: Highlight expected delivery time for strike prices algorithms, automated on/off signals, etc. Set the expectation to hold another session dedicated to additional product training.
  • Best Practices: Share common tips and best practices for using the product efficiently and effectively.

4. Technical Setup

  • Account Setup: Enel creates user ID's and password.
  • Asset Information: Enel emails the completed asset information form to Arcus. Arcus creates customer accounts in system. (Arcus requires the customer user ID's & asset information only for Single Sign On (SSO))
  • Initial Login: Customer logs into the Enel site with user ID and password.

5. Advanced Set Up (Enel)

  • Hardware Set Up: KYZ Pulse, Enel X Device Install, Data Validation.
  • Notify Customer: Enel will advise the customer the meter has been installed and send additional round of account activation, as necessary.
  • Dispatch Readiness Test (DRT)

6. Product Training

  • Implementation Training: Conduct training on all products (DR/Pwrstream) for large audience by scheduling an online meeting. Ensure all users can login to the platform. Open the floor for Q&A.

7. Support and Resources

  • Training Materials: Ensure to provide links to user manuals, FAQs, and other helpful documentation. (Pwrstream product guide, video tutorial's, etc)
  • Support Channels: Explain how to access customer support, including contact information and support hours.

8. Follow-Up and Feedback

  • Next Steps: Outline the next steps, including any follow-up sessions or additional training (if necessary).
  • Feedback Collection: Request feedback on the onboarding process to improve future sessions. (Conduct questionnaire)

9. Summary and Conclusion

  • Recap Key Points: Summarize the main takeaways from the onboarding session.
  • Encouragement: Encourage the customer to start using the product and explore its features further.