Personalised digital asset management (DAM) onboarding

databasics onboarding plan layout

Our goal is to provide a smooth and well-designed onboarding experience, to ensure user engagement, satisfaction, and productivity, ultimately leading to greater success for the customer.

STEP 1

NEEDS ASSESSMENT
Our team will work with the customer to assess their needs and goals for the DAM system. This helps to ensure that the system is customized to the customer's specific needs.

STEP 2

ACCOUNT CREATION
The first step in onboarding is creating an account for the user to access the DAM system. This involves providing basic information, such as name and email address.

STEP 3

ASSET INGESTION
Uploading existing assets into the DAM system is an essential part of the onboarding process. This can include uploading files individually or in bulk, creating metadata fields to describe assets, and organizing assets into collections or folders.

STEP 4

USER PERMISSIONS
Once the account is created, the user's access level and permissions need to be set. This determines what assets the user can see and interact with within the DAM system.

STEP 5

USER TRAINING
Providing training to users is an essential part of our onboarding process. This includes basic training on how to navigate the system, how to search for and find assets, and how to download or share assets. Our 12-week advanced training includes customisation, workflows and automation tools to help users optimise their usage.

STEP 6

ONGOING SUPPORT
Databasics provides ongoing support to customers via Helpdesk portal, as well as through a variety of channels, including email, phone, chat.

The databasics staff are everything you want from a software provider and support team: friendly, polite, prompt and most of all patient.

Jean McAuslan Director Exhibitions and Collections, Shrine of Rememberance

We engaged a databasics consultant to implement and configure the platform to our requirements. Without the benefit of his expertise we would have spent months learning and configuring the platform.

Tim Crisp Project Manager, John Holland Group

Our Marketing and Communications Department worked closely with databasics to rebuild and re-organise QUT image library. The empathetic and considerate approach to providing outstanding user experience of the portal has seen user interaction with our DAM library increase by 250%.

Leah McCormick Project Manager, QUT Brand Centre