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The vCIOToolbox Training Video Quickstart Series

This QuickStart Course is built to help vCIOToolbox users get started quickly with the platform and begin their first QBR. These lessons will serve as the foundational steps required to set up your company, customer, and start a QBR.

Chapter 1 : Company Settings

 

This video shows the client onboarding process including a review of the on-boarding template, how to send to the customer for completion and what they will see once received.

Duration 3:01

Chapter 2 : Create a new customer account

How to create a new customer profile in vCIOToolbox.

 

Duration 1:45

Chapter 3 : Building your customer IT Review using templates

How to attach IT Review Templates to a customer account within vCIOToolbox.  IT Review templates are the core of the client QBR.

Duration 6:16

Chapter 4 : Creating Assets in vCIOToolbox

This video shows you how to create assets within vCIOToolbox. Assets will tie to recommendations.

Duration 2:08

Chapter 5 : Client Onboarding Process

This video shows the client onboarding process including a review of the on-boarding template, how to send to the customer for completion and what they will see once received.

Duration 4:16

Chapter 6 : How to assign resources for your QBR

 

How to assign engineering and vCIO resources in vCIOToolbox.

Duration 1:42

Chapter 7 : How to schedule meetings and resource due dates

How to schedule Quarterly Business Reviews (QBR) and resource assignments in vCIOToolbox

Duration 4:29

Chapter 8 : Meeting Prep - Client Strategy Blueprint

Review the client onboarding submission and create your initial client strategy blueprint..

Duration 3:42

Chapter 9 : Meeting Prep - IT Review

Begin your IT review – The IT Review questionnaire

Duration 8:39

Chapter 10 : Meeting Prep - Client Recommendation

Review the client onboarding submission and create your initial client strategy blueprint..

Duration 3:34

Chapter 11 : Adding Meeting Findings

Adding meeting findings (post meeting) to your report prior to final QBR distribution and meeting period close.

Duration 2:25

Chapter 12 : Building your client Technology Roadmap

Review the client onboarding submission and create your initial client strategy blueprint..

Duration 2:57

Chapter 13 : How to leverage the recommendation module in client meetings

The Recommendations Module provides a detailed analysis of the recommendation included in the technology roadmap and includes all supporting detail (budget, assets impacted, goal alignment).

Duration 3:14

Chapter 14 : Client Reporting

Reporting provides HTML and PDF options for viewing your reports.  The reports are broken down by module and can also be combined with a complete 360 report.

Duration 4:53

Get started using vCIOToolbox now!