Kick Off Call Account Name Date. © 2013 Citrix | Confidential – Do Not Distribute Agenda Team Introductions Discovery Fact Sheet/Apps & Features Implementation.

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Presentation transcript:

Kick Off Call Account Name Date

© 2013 Citrix | Confidential – Do Not Distribute Agenda Team Introductions Discovery Fact Sheet/Apps & Features Implementation Timeline Next Steps

© 2013 Citrix | Confidential – Do Not Distribute Success Manager Program Success Manager Role Single point of contact within Citrix ShareFile. Responsible for overseeing all phases of implementation and overall account management. Name Number Expertise Advanced Preference and User Settings Functionality and Configuration of Sync, UMT, Mobile Apps, WebApp Overall ShareFile Best Practices Troubleshooting Identification of Bug vs. Troubleshooting Basic Understanding of Error Logs Uninstall/Install of tools Support escalation Coordination Support and Bug Ticket Tracking Works Closely with Product Management for New Feature/Release Awareness Ability to Reach All Groups within Citrix

© 2013 Citrix | Confidential – Do Not Distribute Additional Resources Technical Support Engineer (TSE) Assist Success Manager with technical implementation questions, troubleshooting and escalations. Name Number Citrix ShareFile Support Team Available 24/7 to assist with technical questions before, during and after implementation Can be contacted via Phone, or Chat. All options available from the Help Section of your account (US) (0800) (UK) Online Resources Knowledge Base: Citrix eDocs: landing-page.html landing-page.html Tools and Software downloads:

© 2013 Citrix | Confidential – Do Not Distribute Team Introduction

© 2013 Citrix | Confidential – Do Not Distribute Discovery Primary Purchase Reason:Main Department Use: Current Projects:

© 2013 Citrix | Confidential – Do Not Distribute Client Worksheet Please complete following this call in preparation for the configuration overview call.

© 2013 Citrix | Confidential – Do Not Distribute Implementation Timeline PhaseMilestoneETA BUILD (Weekly Meetings) Kick off call Configuration Review with Project Plan Pilot Launch RAMP (Bi-Weekly Meetings) Communication & Training RUN (Monthly Meetings) LIVE Weekly Call: Day & Time

© 2013 Citrix | Confidential – Do Not Distribute Next Steps Next call scheduled for (DATE)  Complete TSE Fact Sheet  Accept weekly meeting invites  Review Pre Requisites Guide and Checklist Agenda for next call  Review Pre Requisites  Q & A  Discuss next steps and project timelines