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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, it lowers the chances of the CMMS implementation being a success. We're not trying to scare you here. In fact, there is really no need to worry.

Hippo invests heavily in our customer onboarding process and offers various onboarding options, all of them geared for your success.

At Hippo, onboarding does not just mean generic training. We tailor the onboarding process to include regular consultations, data integration, software configuration, and customer training that addresses your specific needs. Customer requirements differ depending on industry, feature requirements, and experience with CMMS software. We make sure you get what you need.



Get Started with Hippo CMMS

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


Standard Onboarding Includes:

  • Database activation
  • Access to Express Training Webinars
  • Consultation on best practices for populating and managing data
  • Estimated onboarding period of 30 days from sign-off
  • User set-up with login credentials (within 48 hours)
  • Initial facility setup (facility and location names)
  • Access to training video library and training documents
  • Lifetime customer support

Standard Onboarding is perfect if you...

  • are eager to get started right away
  • are not switching from one CMMS to another
  • are on tight budget who are comfortable spending time on set-up
  • have experience using a CMMS, preventive maintenance system, or similar software
  • have 1 facility, and/or 50 or less assets or pieces of equipment
  • want to use the system for simple work order management
  • do not have access to an asset or equipment list

6 Simple Steps and You're Up and Running

  1. Sign the contract and subscribe to Hippo
  2. Receive login credentials and meeting invitation from Onboarding Specialist
  3. Meet with your Onboarding Specialist to set up facilities, locations, and example equipment
  4. Start inputting data into your database
  5. Start attending live online training webinars.
  6. You're up and running within 30 days!

Confirm Approval

Review the quote and sign the contract. Then pick your date for the kickoff meeting with our Implementation Specialist and Customer Success Manager to work out your requirement and data collection process.

Activate, Access, and Set Up

Get your credentials and log into the database. Work closely with our team to get your collected data imported to built the database. Create and assign users with the custom permissions.

Learn Independently

Watch our Express Training videos to understand the main features and most common workflows. Unlimited access means you can watch them when it works best for you, as many times as you need.

Learn with the Team

Attend live online training webinars lead by our seasoned trainers to master the specific features that mean the most to you.