Training & User Onboarding

Our supportive staff not only helps you getting onboard with eContracts but also supports in getting you up the pace.


We provide training materials and educational resources up front, the moment our contract with client kicks-off. From our onboarding process, we aim to improve productivity and performance and help our clients get the most out of their relationship with us.

Flexible Train-The-Trainer Approach

Your in-house trainers are experts to understand your organization’s culture and employees the best. Our focus is to provide a flexible training in order to deliver a high-impact, results-oriented training program.

Webinar & Remote Training

Webinar is the convenient way for people of different locale to get together and accelerate the learning process. Thus, increasing the opportunity for communication, enabling you to give virtual demos to a variety of stakeholders at once.


We support our customers with an assigned implementation specialist, implementation/customer success manager to provide guidance from technical team on installation & deployment of the product.

Kick Off

General expectations and timelines are discussed along with next steps and basecamp tool is introduced for project management.

Building the Foundation

This is a critical stage to analyze the data, sample contracts, industry structure and simultaneously install the product and configure.

Discovery & Scoping

Series of workshops and answers to our questionnaires, educates us about our client, their industry and the scope of work.

Go-Live & Beyond

After training, we let client do the UATs based on the test scenarios and then based on the SOW support will be provided after Go-Live.

Upcoming Webinars

june, 2017

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Support engineers work closely with OptimusBT’s operations and development teams to isolate