Onboarding Questionnaire

Hi! We at Youreka are thrilled to have you join our customer community. We are sure we will learn a lot from each other as you leverage Youreka to help you solve critical business needs.

To better serve you during your implementation of Youreka, we have designed this questionnaire to enable us to orient the onboarding process to meet your specific needs.

Thank you, and again welcome to the Youreka customer ecosystem!

At Youreka, when going through onboarding we have defined three implementation roles that will help ensure a successful project rollout. These roles should be assigned to the members of your implementation team responsible for the following:

Youreka Architects – They would be responsible for creating a sustainable data model that enables scale, Designing the mechanics of the Youreka solution, and Determining solution strategy to best support business needs.

Youreka Admins – They would be Responsible for ongoing end-to-end solution management and setup, Responsible for application setup to support end users, and Functional administration of the tool.

Youreka Builders – They are primarily responsible for building Form Templates for Youreka Users, and Managing form design and modifications such as adding validation requirements and linking Form Fields to Salesforce data points.

Download this excel template to add contacts and then upload when done. Contacts template

Using the following rating system (1 – 5, with 1 being “brand new, no prior experience” and 5 being “been using Salesforce for years”) please describe your organization’s overall comfort level/experience using Salesforce.

If you have engaged a third-party service to help you implement Youreka at your organization, (I.e. a Solution Integrator or SI), which company are you working with? And who is the lead contact?

Using the following rating system (1 – 5, with 1 being “no prior experience” and 5 being “been implementing Youreka for years”) please describe your third-party service provider’s comfort level/experience with implementing Youreka

What devices (brands/models) will your users be using?

Does your organization use an MDM (mobile device management) with its user’s mobile devices and if so, which one?

Yes No

Which MDM with its user’s mobile devices?

What’s your expectation of Youreka implementation complexity?

Low (I.e. no automation) Medium (I.e. some automation) High (I.e. Automation and data model changes) Don't know yet.

By what date would you like to start your enablement training with us?

By what date do you want to have development work done?

When do you expect to go live with the Youreka app?

Do you have any examples of current forms you are using or pdf outputs that you would like to share?