Scale Up Project Management Engine
Eliminate guesswork and add meaning to your processes in client onboarding and beyond
Ensure Predictability
Drive repeatable processes across all clients, whether they are starting their onboarding journey or collaborating on recurring or cross-sell initiatives.
Maximize Scalability
Achieve faster results and deliver meaningful personalized experiences at scale without expanding your operating footprint.
Drive Engagement
Make it easy for clients to engage via intuitive interfaces that empower them to take a more active role in driving faster satisfaction.
Room for Flexibility
Adaptable to meet your needs as well as those of your clients while keeping projects on track
Go beyond traditional project management.
Experience the Scale Up Project Engine for yourself
Effective project management is a cornerstone of successful client onboarding. With the Setuply platform, you have all the functionality you need to add meaning to the client onboarding and overall management experience with fewer manual tasks on your team's plate. It it onboarding made the way it should be: enjoyable for the client and easy for a provider to manage.
What defines an exceptional client experience?
Features that support a better client onboarding process
TOUCH
Project Visibility and Views
View projects in different formats based on preference. Allow clients to limit stakeholder visibility of project sections and tasks.
TOUCH
Onboarding Communications
Enable users to collaborate, discuss work, and comment on project areas. A communication log of all activities offers easy reference.
TOUCH
Add Change Request
Don’t let change evolve into unchecked scope creep. Safeguard project timelines and cost transparency for timely revenue recognition.
TOUCH
Project & Subproject Setup
Create projects from scratch or a library of templates with built-in predictability tasks. Define risks and create milestones with a click.
TOUCH
Onboarding Workflow Engine
Adapt the project flow to support a virtually unlimited range of business scenarios, sizes, and industries.
TOUCH
AI-Driven Task Management
Our patent-pending SmartTasks, an AI-driven platform, enables escalations if tasks aren't enabled. ML helps predict task timespans.
TOUCH
Reporting & Analytics
Empower teams with dashboards and powerful analytics. Give stakeholders visibility into project status and any process bottlenecks.
TOUCH
Project Visibility and Views
View projects in different formats based on preference. Allow clients to limit stakeholder visibility of project sections and tasks.
TOUCH
Onboarding Communications
Enable users to collaborate, discuss work, and comment on project areas. A communication log of all activities offers easy reference.
TOUCH
Add Change Request
Don’t let change evolve into unchecked scope creep. Safeguard project timelines and cost transparency for timely revenue recognition.
TOUCH
Project & Subproject Setup
Create projects from scratch or a library of templates with built-in predictability tasks. Define risks and create milestones with a click.
TOUCH
Onboarding Workflow Engine
Adapt the project flow to support a virtually unlimited range of business scenarios, sizes, and industries.
TOUCH
AI-Driven Task Management
Our patent-pending SmartTasks, an AI-driven platform, enables escalations if tasks aren't enabled. ML helps predict task timespans.
Your path to a smoother, more efficient client experience starts here.
Valuable insights for a seamless client journey from day one
Experience the full range of Setuply’s onboarding and client management capabilities
Client Impact Control Center
Give clients the power to stay connected to project progress and reach out for support to keep things on track.
Secure Data ManagementEasily and efficiently gather client historical data and other information necessary for a successful implementation.
Read More Professional Services AutomationTrack your team members’ workload and productivity, and then use that data to identify bottlenecks and avoid burnout.
Read More