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Per saperne di piùEnsuring project success with a thoughtful Partner onboarding process
2023
Welcome to the second episode of SofTalk's podcast series!
In this podcast, Sandra Matuleviciute-Bagdonaviciene, Partner Experience Manager at Companial, and Agne Pelaniene, Head of Dynamics 365 F&SCM, discuss how onboarding processes vary depending on the project type, how thoughtful onboarding ensures care for the people involved in the project, and how to achieve seamless communication in a multi-team environment.

Companial SofTalk is a gateway to the world of technology and software insights. Through engaging podcast episodes, SofTalk provides a platform for in-depth discussions on a wide range of topics, with a special emphasis on the Microsoft Dynamics 365 ecosystem.
Each episode of SofTalk dives into the latest advancements, trends, and challenges within the technology and software industry. Listeners will gain valuable insights from industry experts, thought leaders, and practitioners who share their expertise and experiences, providing a comprehensive understanding of the ever-evolving tech lands
The onboarding stage is a crucial phase in Dynamics 365 F&SCM development projects that are known for their long-term and extensive nature. However, it's common for Partners to overlook this stage and attempt to expedite the process, leading to potential corners being cut. In this podcast, we discuss how onboarding processes vary depending on the project type, how thoughtful onboarding ensures care for the people involved in the project, and how to achieve seamless communication in a multi-team environment.
Agenda:
- Intro
- What are your arguments on why this onboarding stage is so critical for project success?
- What to focus on during this onboarding stage, what Partners should not to forget in the process?
- Are there some specifics related with these certain type of the projects, which is important to pay attention during onboarding stage?
- What about end-customer, shall we mirror similar approach while onboarding the end customer?
- Can you elaborate on emotional wellbeing of people who work in such projects?
- Could you share some practical tips and examples how to ensure smooth communication in this complex set up?
Agenda
- Intro
- What are your arguments on why this onboarding stage is so critical for project success?
- What to focus on during this onboarding stage, what Partners should not to forget in the process?
- Are there some specifics related with these certain type of the projects, which is important to pay attention during onboarding stage?
- What about end-customer, shall we mirror similar approach while onboarding the end customer?
- Can you elaborate on emotional wellbeing of people who work in such projects?
- Could you share some practical tips and examples how to ensure smooth communication in this complex set up?
Presenters

Agne Pelaniene, Head of Dynamics 365 F&SCM
Passionate Dynamics 365 F&SCM professional with more than 18-yearsā experience and a strong understanding of the Microsoft Dynamics ecosystem.

Sandra Matuleviciute-Bagdonaviciene, Partner Experience Manager
Helping Companial to meet and exceed partnersā expectations through better partner listening, understanding experience gaps and emerging needs of partners, also helping setting priorities and practices for experience enhancements.
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