Onboarding at Tines: Six best practices for tackling your first project

Kevin Menezes, Sr. Manager of Customer Success, outlines six best practices for effectively onboarding new users to the Tines platform, which automates complex and repetitive tasks. These practices include utilizing the dedicated support of a Customer Success Manager and Engineer during onboarding, appointing a project champion to prioritize and communicate objectives, and conducting weekly team meetings to share progress and challenges. Additionally, users are encouraged to define automation goals using resources like the Tines story library, which offers over 600 workflow templates, and to evaluate the platform's return on investment through time-saving metrics. Leveraging free training resources at Tines University, users can enhance their understanding of the platform through self-paced courses and certification, thereby optimizing their use of Tines from the outset.

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