Shared onboarding Space 1 of 7
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New Space
My Onboardings Overdue Onboardings + Add new view
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Unassigned 3

Microsoft
Created:
28 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%
Meridian Labs
Created:
26 Jul 2026
Visits:
2
Activities:
1
Plan Status:Not started
Plan Progress:0%
Northstar
Created:
24 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%

Ready 2

OpenAI
Created:
22 Jul 2026
Visits:
4
Activities:
3
Plan Status:On track
Plan Progress:18%
Atlas Works
Created:
21 Jul 2026
Visits:
3
Activities:
2
Plan Status:On track
Plan Progress:25%

In Progress 3

NVIDIAActive now
Created:
18 Jul 2026
Visits:
12
Activities:
8
Plan Status:On track
Plan Progress:63%
NovaCore
Created:
14 Jul 2026
Visits:
9
Activities:
6
Plan Status:At risk
Plan Progress:46%
Acorn Systems
Created:
11 Jul 2026
Visits:
15
Activities:
11
Plan Status:Stalled
Plan Progress:39%

Done 2

Helio Health
Created:
2 Jul 2026
Visits:
24
Activities:
17
Plan Status:Completed
Plan Progress:100%
Lumen
Created:
26 Jun 2026
Visits:
19
Activities:
14
Plan Status:Completed
Plan Progress:100%
Onboarding completeDrop completed Spaces here
SpacesPlan Status Engagement ScoreActivitiesLast Visit Plan ProgressForm CompletionsCreated
MicrosoftTest Template Not started - 0 - 0% - yesterday
Total spaces: 1 1 Items per page10
You

Spaces

New Space
My Onboardings Overdue Onboardings + Add new view
Search Owners: Me Add filter View options

Unassigned 3

Microsoft
Created:
28 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%
Meridian Labs
Created:
26 Jul 2026
Visits:
2
Activities:
1
Plan Status:Not started
Plan Progress:0%
Northstar
Created:
24 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%

Ready 2

OpenAI
Created:
22 Jul 2026
Visits:
4
Activities:
3
Plan Status:On track
Plan Progress:18%
Atlas Works
Created:
21 Jul 2026
Visits:
3
Activities:
2
Plan Status:On track
Plan Progress:25%

In Progress 3

NVIDIAActive now
Created:
18 Jul 2026
Visits:
12
Activities:
8
Plan Status:On track
Plan Progress:63%
NovaCore
Created:
14 Jul 2026
Visits:
9
Activities:
6
Plan Status:At risk
Plan Progress:46%
Acorn Systems
Created:
11 Jul 2026
Visits:
15
Activities:
11
Plan Status:Stalled
Plan Progress:39%

Done 2

Helio Health
Created:
2 Jul 2026
Visits:
24
Activities:
17
Plan Status:Completed
Plan Progress:100%
Lumen
Created:
26 Jun 2026
Visits:
19
Activities:
14
Plan Status:Completed
Plan Progress:100%
Onboarding completeDrop completed Spaces here
SpacesPlan Status Engagement ScoreActivitiesLast Visit Plan ProgressForm CompletionsCreated
MicrosoftTest Template Not started - 0 - 0% - yesterday
Total spaces: 1 1 Items per page10
You

Spaces

New Space
My Onboardings Overdue Onboardings + Add new view
Search Owners: Me Add filter View options

Unassigned 3

Microsoft
Created:
28 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%
Meridian Labs
Created:
26 Jul 2026
Visits:
2
Activities:
1
Plan Status:Not started
Plan Progress:0%
Northstar
Created:
24 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%

Ready 2

OpenAI
Created:
22 Jul 2026
Visits:
4
Activities:
3
Plan Status:On track
Plan Progress:18%
Atlas Works
Created:
21 Jul 2026
Visits:
3
Activities:
2
Plan Status:On track
Plan Progress:25%

In Progress 3

NVIDIAActive now
Created:
18 Jul 2026
Visits:
12
Activities:
8
Plan Status:On track
Plan Progress:63%
NovaCore
Created:
14 Jul 2026
Visits:
9
Activities:
6
Plan Status:At risk
Plan Progress:46%
Acorn Systems
Created:
11 Jul 2026
Visits:
15
Activities:
11
Plan Status:Stalled
Plan Progress:39%

Done 2

Helio Health
Created:
2 Jul 2026
Visits:
24
Activities:
17
Plan Status:Completed
Plan Progress:100%
Lumen
Created:
26 Jun 2026
Visits:
19
Activities:
14
Plan Status:Completed
Plan Progress:100%
Onboarding completeDrop completed Spaces here
SpacesPlan Status Engagement ScoreActivitiesLast Visit Plan ProgressForm CompletionsCreated
MicrosoftTest Template Not started - 0 - 0% - yesterday
Total spaces: 1 1 Items per page10
You
ACME
JSGet in touchJane Smith

Welcome to ACME, John and the entire NVIDIA Team!

We're thrilled to have you onboard. Let's guide you through the process to get the best out of ACME.

A quick overview of your onboarding journey

Hello and welcome to ACME! We are excited to accompany you on your onboarding journey.

Your next task

Go to Action Plan
Complete your technical setup form

Share the details our team needs to prepare your onboarding plan.

Start form JO John Doe

Just reach out in case you have any questions

Project team
SJ

Sam Johnson, Onboarding Specialist

Guiding clients with expertise and precision

With over 5 years of experience in customer onboarding, Sam is committed to ensuring a smooth and informative experience for every client.

AL

Alexis Lee, Technical Support

Providing robust technical assistance

Alexis resolves technical hurdles efficiently and makes sure your team’s setup is always operational.

Next Technical Setup
ACME Built together with Valuecase
You
John
ACME
JSGet in touchJane Smith

Welcome to ACME, John and the entire NVIDIA Team!

We're thrilled to have you onboard. Let's guide you through the process to get the best out of ACME.

A quick overview of your onboarding journey

Hello and welcome to ACME! We are excited to accompany you on your onboarding journey.

Your next task

Go to Action Plan
Complete your technical setup form

Share the details our team needs to prepare your onboarding plan.

Start form JO John Doe

Just reach out in case you have any questions

Project team
SJ

Sam Johnson, Onboarding Specialist

Guiding clients with expertise and precision

With over 5 years of experience in customer onboarding, Sam is committed to ensuring a smooth and informative experience for every client.

AL

Alexis Lee, Technical Support

Providing robust technical assistance

Alexis resolves technical hurdles efficiently and makes sure your team’s setup is always operational.

Next Technical Setup
ACME Built together with Valuecase
You
John
ACME
JSGet in touchJane Smith

Please complete this technical setup form

A few details will help our team prepare the right next steps for your onboarding.

NVIDIA

Technical setup details

Please provide the information below. You can update your answers at any time.

Relevant contacts

E-Mail RequiredFirst Name RequiredLast Name Required

Attach relevant documents Required

Please upload the required documents below.

PDF
technical-requirements.pdf1.8 MB · Ready to submit

Your onboarding plan is ready

Thanks, John. We’ve unlocked the next steps and resources based on your answers.

View onboarding plan
John
ACME
JSGet in touchJane Smith

Phase 1: Onboarding Preparation

Laying the groundwork for a smooth transition into ACME's ecosystem.

Steps to clear before we can go live

Detailed timeline to set everything in place before the go-live stage, including environment setup and stakeholder meetings.

13%
Completed tasks
Kick off and data collection Overdue
Start your journey with ACME!
Complete your technical setup formGo to form NVNVIDIA2 days ago
Identify all key internal Stakeholders JOJohn Doe
Schedule the kick-offBook meeting
+New task
Set up
Connect your systems
You
ACME
JSGet in touchJane Smith
John

Spaces

New Space
My Onboardings Overdue Onboardings + Add new view
Search Owners: Me Add filter View options

Unassigned 3

Microsoft
Created:
28 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%
Meridian Labs
Created:
26 Jul 2026
Visits:
2
Activities:
1
Plan Status:Not started
Plan Progress:0%
Northstar
Created:
24 Jul 2026
Visits:
1
Activities:
0
Plan Status:Not started
Plan Progress:0%

Ready 2

OpenAI
Created:
22 Jul 2026
Visits:
4
Activities:
3
Plan Status:On track
Plan Progress:18%
Atlas Works
Created:
21 Jul 2026
Visits:
3
Activities:
2
Plan Status:On track
Plan Progress:25%

In Progress 3

NVIDIAActive now
Created:
18 Jul 2026
Visits:
12
Activities:
8
Plan Status:On track
Plan Progress:63%
NovaCore
Created:
14 Jul 2026
Visits:
9
Activities:
6
Plan Status:At risk
Plan Progress:46%
Acorn Systems
Created:
11 Jul 2026
Visits:
15
Activities:
11
Plan Status:Stalled
Plan Progress:39%

Done 2

Helio Health
Created:
2 Jul 2026
Visits:
24
Activities:
17
Plan Status:Completed
Plan Progress:100%
Lumen
Created:
26 Jun 2026
Visits:
19
Activities:
14
Plan Status:Completed
Plan Progress:100%
Onboarding completeDrop completed Spaces here
SpacesPlan Status Engagement ScoreActivitiesLast Visit Plan ProgressForm CompletionsCreated
MicrosoftTest Template Not started - 0 - 0% - yesterday
Total spaces: 1 1 Items per page10
You
You
Preparing the onboarding story…