Monarch

Don’t invest in Intapp DealCloud without a plan to promote adoption in your organization. After working on more than 1,800 Intapp DealCloud projects, we’ve learned a thing or two (or five) about how to get your team to use the platform. After all, enterprise-wide adoption is the fastest way to get the most from your data. We’ve put together a list of Five Key Indicators for Adoption. If you keep an eye on these important elements of your onboarding, you’ll be in good shape. And if you need support, we’re here for you. See the list: https://hubs.li/Q02yGXVy0 #DealCloud #TechnologyAdoption

Can you provide White Glove implementation service at scale? When it comes to onboarding experiences, providing high-quality and consistent service is key. Customers expect a smooth transition. They need personalized guidance and solutions tailored to their unique needs. Everyone’s implementation goal should be to go above and beyond. We want to ensure every customer feels valued, supported, and empowered from the moment they start using the software. Four pillars form the foundation of White Glove onboarding. ✅Deep Expertise ✅Project Management ✅Customer Relations ✅Creative Solutions If your software success is affecting your ability to onboard customers effectively, we can help. Our white-label implementation services fold neatly into your workflow, so success won’t compromise your onboarding: https://hubs.li/Q02sXJrD0 #SaaSimplementation #software

You cannot overstate the importance of White Glove service for customer satisfaction. It ensures that your software is set up correctly. It means a tailored process to meet the unique needs of each customer, supporting them every step of the way. By offering a top-notch onboarding experience, you are setting your customers up for success. More importantly, you're maximizing the value they can derive from your software. And you’re building the foundation for long-term recurring revenue. If you’re struggling to maintain White Glove implementation practices as your SaaS company scales, we have some thoughts for you. Our White Glove onboarding blog looks at the pillars of successful implementation and helps you avoid some of the common pitfalls: https://hubs.li/Q02sXJst0

Maximize your intermediary relationships with data-driven insights. Too often, valuable partnerships are neglected while time is wasted on less productive connections. In our latest blog, we explore how to use Intapp DealCloud to analyze intermediary performance and focus your efforts where they matter most. Learn how smart tracking can transform your deal flow. https://hubs.li/Q02TK6st0

What does clear communication look like during a new customer implementation? 1. Regular Check-ins. Schedule regular check-in meetings with customers. Use these to discuss updates, progress, and any challenges the project might be facing. This keeps everyone informed and allows for open dialogue. 2. Clear Project Documentation. You should strive to provide clear and concise project documentation to your customers. This includes project plans, timelines, and budget breakdowns. This helps set clear expectations and facilitates better communication. 3. Transparent Reporting. Provide your customers with regular reports on project progress, budget utilization, and potential roadblocks. This transparency gives visibility into project milestones and informs necessary decisions. 4. Dedicated Communication Channels. Outline your communication channels, such as email or project management tools, so customers know where to turn for information. It’s important for customers to know how to get any questions or concerns addressed. 5. Proactive Issue Resolution. Take a proactive approach to issue resolution by identifying potential barriers early and addressing them promptly. This helps prevent communication breakdowns and ensures the project stays on track. That’s how we avoid delays and challenges in our implementation projects. How do you keep the lines of communication open? https://hubs.li/Q02sXBj_0 #SaaSimplementation #communication

Creativity and curiosity – essential qualities in the evolving world of financial services and technology. In this new BAI Q&A, our President, Lee Farabaugh, dives into why creative problem-solving is crucial in financial services and how curiosity drives the work we do at Monarch every day. Explore Lee’s unique perspective on blending regulated financial services with a startup spirit and read more about the journey that led to building a team rooted in community and fueled by innovation. Check out the full article below! https://lnkd.in/eQhnH56a

Without a consistent approach, SaaS companies can hit numerous pitfalls that ultimately lead to failed implementations. Some of the common hurdles we’ve seen include: ✅ Inadequate Planning: A lack of clear goals, timelines, and resource allocation can derail an implementation. Project management starts with comprehensive planning to set a strong foundation for success. ✅ Poor Communication: Miscommunication can cause confusion, delays, and misunderstanding. A point person provides customers with regular communication to foster collaboration and alignment. ✅ Insufficient Training and Support: Without appropriate training and ongoing support, users may struggle to adopt the new software. A project manager can help identify where a customer needs help and arrange additional training. ✅ Scope Creep: Expanding project requirements can lead to project delays and increased costs. A disciplined project manager can shepherd change to minimize scope creep. One of the ways we avoid hitting these implementation traps is to use dedicated project management. A good project manager can navigate onboarding users through unexpected challenges. Learn how your team can address these common pitfalls: https://hubs.li/Q02sX1jm0 #SaaSimplementation #onboardingsuccess #SaaS

Information overload is real. From SEC filings to personal networks, the sources for market data can be overwhelming. But what if you could centralize all this information into one platform? Our new blog dives into how Intapp DealCloud helps firms aggregate critical market transaction data, turning complexity into clarity. Discover how to leverage these insights to strategically position your firm. https://hubs.ly/Q02LLh1Q0

It might seem like that’s a hard stance to take, but that kind of commitment leads to more successful Intapp DealCloud adoption. Intapp DealCloud is a powerful platform that can measure and track all kinds of data–much of it in real time. That’s why we recommend taking a “single source of truth” approach to data reporting. Data-sharing activities outside of the platform are barriers to adoption. This includes taking screenshots and emailing them to those who don’t have access, running reports and manually editing them each week to fit a specific format. Even maintaining legacy spreadsheets can hamper adoption. Setting up dashboards, providing visibility, and encouraging consistent check-ins is a great way to promote data-centric adoption of Intapp DealCloud. And if you’d like a hand with any of that, let us know. We’ll help you get your team up to speed, so anyone can find anything they need. #DealCloud #TechnologyAdoption

We’re thrilled to announce that Monarch has expanded our partnership with Intapp! This enhanced collaboration allows us to directly support both new and existing #IntappDealCloud customers with onboarding and configuration services, optimizing workflows and platform performance. Whether as a direct partner or a subcontractor, Monarch is ready to help clients accelerate their success through tailored solutions that enhance operational efficiency and drive results. Check out the full announcement for all the details: https://lnkd.in/eUaNMWdZ