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Onboarding & Implementation

System path
ValuationOps→RevenueOps→Suites→GFE Customer Success Suite→Flows→Onboarding & Implementation→Processes→Onboarding & Implementation

Process for Onboarding & Implementation

What this process is ​

Process for Onboarding & Implementation

What usually breaks ​

This process usually breaks when ownership, proof thresholds, or handoffs are weak enough that the team relies on narrative instead of operating evidence.

Inline Q&A

How it is measured, tracked, and fit

SkillSystem-backed

What is this?

Onboarding & Implementation is a RevenueOps process inside the Onboarding & Implementation flow.

How is it measured?

Measured directly through 3 linked KPIs, including Implementation Cycle Time (days), Training Completion Rate, and Time to First Value (days).

How is it tracked?

Tracked through 1 linked OKR plus 3 tasks that instantiate work into ValueLogs.

How does it fit into the SkillSystem?

In the GFE SkillSystem, processes are the main operational execution layer. They connect ordered tasks to KPI measurement, OKR accountability, and the valuation model.

Upstream links

RevenueOps · Ops familyGFE Customer Success Suite · SuiteOnboarding & Implementation · Flow

Downstream links

Technical Implementation & Integration · L3User Training & Enablement · L3Go-Live & First Value Realization · L3

Human + AI boundary

Humans own approvals, tradeoff decisions, exceptions, and cross-functional judgment. AI can assist research, drafting, scoring, routing, and pattern detection inside the process only after the operating contract is explicit.

Evidence requirements

Evidence should include completed tasks, proof of activity or ValueLogs where applicable, KPI movement, and the upstream/downstream links that connect execution to OKRs and valuation.

What good looks like ​

Good looks like clear ownership, measurable progress, and proof that the process is moving downstream KPIs and operating outcomes.

Linked tasks ​

S-152 — Technical Implementation & IntegrationS-153 — User Training & EnablementS-154 — Go-Live & First Value Realization

Linked KPIs ​

KPI-REV-GEN-IMPLEMENTATION-CYCLE-TIME-DAYS — Implementation Cycle Time (days)KPI-REV-GEN-TIME-TO-FIRST-VALUE-DAYS — Time to First Value (days)KPI-REV-GEN-TRAINING-COMPLETION-RATE — Training Completion Rate

Linked OKRs ​

OKR-2025-Q1-03 — OKR for Health Monitoring & QBRs

Secondary overlays ​

  • ValueLogs remain the proof layer once tasks are instantiated.
  • AAA remains the maturity overlay for repeatable execution.
  • IRI remains the risk overlay that affects the valuation side of the system.

Next step ​

Primary: Book Audit

Secondary: Run Diagnostics

✅ Source of Truth
GFE-SkillSystem/specs/processes/PROC-REV-ONBOARDING-02.json