🔅New Client Onboarding Sequence

An overview of Brightest's software onboarding process for new clients

As general guidance, for organizations that are (a) operationally simpler and/or (b) have a less complex or more focused data footprint, a typical Brightest implementation takes ~4 weeks to complete.

For enterprise organizations, as a baseline estimate, your typical implementation timeline will be 8-10 weeks.

Major implementation timing variables include:

(1) if there are any IT systems integrations or projects that need to be completed during initial implementation; and/or

(2) if there are other approval or change management milestones that may apply

1) Email Introduction to Your Client Success Manager (CSM)

Your Account Executive will send you an introduction email introduction introducing you to your Client Success Manager (CSM). Your CSM will be your support you through your Brightest software onboarding and implementation process.

2) Kick-Off Call

Your Account Executive and CSM will schedule a kick-off call with you. The objective of the call is to discuss the onboarding process, your software needs & priorities and clarify any other questions.

The CSM will ask questions about your organization's current sustainability strategy, about general business operations as well as ask about data that you currently collect or plan to collect. After the call, your CSM will send you a new client form for you to fill out with example data from your organization's operations. The data will help the CSM to customize and set up your account.

3) Configure License(s) & Software Integrations

Brightest sets up and configures your Brightest account.

If purchased, Brightest will also set up any SSO or software integrations during this phase.

Single Sign-on (SSO)

4) Administrator User Software Training

Once account configuration and software integrations are complete, your CSM will schedule the software training for administrators.

Shortly before your training, you will receive an automated invitation inviting you to register with Brightest. Once you are registered with Brightest, your CSM will be able to upgrade your role to Administrator.

The aim of the administrator software training is to walk you through key features of Brightest that may be most relevant to your organization. The ultimate goal of the training is to help you familiarize yourself with the software.

5) Ready to Go - Go-Live and Implementation Completion

Our goal of the onboarding process is to ensure you feel comfortable and ready to use the software on your own.

After the trainings have been complete, your CSM will support you throughout your implementation process.

You can contact them via email or schedule a video call if you have questions about the software or run into technical issues. If you need support outside normal business hours, please email [e-mail]

Our online guides and tutorial material can be accessed 24/7.