In this onboarding guide we'll take you from first principles to embedded, expert use. If you need further help or guidance at any time, just contact us and we'll be happy to help.
Thank you for choosing Ombea for your experience management journey - we really appreciate it and we promise you'll never look back!
Let's get going...
How this onboarding guide is structured
Ombea is easy to get set up with, but running any project well isPopular
1. Before you startBefore you start
You'll be more successful with your Ombea deployment if you take the time to prepare beforehand. Here, we show you how.
Which modules are you using?
This is our universal startup article, designed to point all users of all Ombea solutions in the right direction. It will help to clarify in your own mind which Ombea modules you are using, so you know which bits of this article to follow. As a guide, you'll have one or more of the following:
Now you've done the preparation work, it's time to install any software, set up any hardware, create user accounts, and deploy questions.
Print your questions (ExpressPod and ExpressTab only)
You'll need to print your question so you can insert it into the question holder in the next step. We've got some handy templates for you here.
Assemble your hardware (ExpressPod, ExpressTab, ActionPad only)
The more buy-in you get, the more feedback you’ll get, the more robust your findings will be, and the faster you’ll reach your goals.
Launch the feedback initiative
It’s vital that you tell people, whether they be customers or employees, what you’re doing and why. If you don't, you can suffer from poor feedback volumes and, worse, create an atmosphere of skeptcism or mistrust when people draw their own conclusions about why you are measuring their thoughts!
Here at OmbeaFew readers
Everything is live, the right people know about it, and feedback is coming in. Here we show you how you can see it.
This is the standard place to see the data.
View your results
Urgent Notifications, and Scheduled Reports
While you can check the dashboard whenever you like, Ombea has a powerful notification system which can alert key stakeholders whenever feedback crosses a prescribedFew readers
The data is useless until you act on it. Before acting, it pays to investigate and brainstorm with colleagues about the 'what' and 'why' of the data you're receiving.
Find your weaknesses
Positive feedback is nice, but negative feedback is where your growth lies. The clues are all in your Dashboard. It's easier to find if you use filters.
Filter your results
Discuss with colleagues
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Nothing will change until you take the steps you brainstormed with colleagues earlier.
Share your conclusions
The Ombea data will result in change. Change is easier when you are transparent with the key stakeholders, that is, employees, customers, managers and sponsors. If you can share the data before and after a change, buy-in will be even better!
Display your results on digital signage
Customer expectations change. Your competitors improve. Employee engagement ebbs and flows. This means that the perfect experience is an ever-moving target. Repeat the cycle and you’ll always be a step ahead.
Carry on reading more articles and do remember that we're always here if you need us:
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