Qualia’s search led them to find a suitable technology solution to solve this problem. They selected OnRamp, a platform that could deliver a structured, yet flexible, onboarding experience. Colleen Grande, a Senior CS Operations Analyst, highlighted the main differentiator: “OnRamp’s overall strength is project planning functionality – having that functionality extremely robust and suited for our needs was the biggest differentiator for our team.” This product was a significant step up from their previous system, which was more for internal task tracking and lacked a polished, customer-facing component.
Grande emphasized its user-friendliness, particularly for their customers who are not always technical in nature. “OnRamp was the most digestible for the non-tech-savvy folks,” she said. This simplicity was critical because, as Thome added, “Customers shouldn’t be met with friction immediately after they start learning the product.”
The OnRamp-powered workflows were designed to be discreet and actionable, breaking down complex tasks into manageable steps. This allowed customers to make progress at their own pace. Colleen noted a key insight from a customer: “I don’t even know what OnRamp is.” That is a good sign, because it means they are focused on doing their onboarding tasks. The “behind-the-scenes” nature of OnRamp allowed Qualia to scale quickly while providing a bespoke, Qualia-branded customer journey.
Another major benefit of the software was the ability to invite customers into onboarding almost immediately after they signed up. Thome explained that previously, customers would have to wait up to two weeks for their kickoff call. Now, with OnRamp they can get started right away without additional guidance. “They don’t want to wait two weeks before they get to start exploring what is possible with the Qualia platform,” Thome said, emphasizing the need to ride the excitement of a new sale. This shift has also transformed onboarding calls from a "show and tell" to a higher-value coaching and problem-solving session.
The company is also getting valuable data that was previously unavailable. Qualia onboarding specialists have better visibility into customer progress and can intervene quickly if a project gets off track. Qualia will ask their customers a key question: "How confident are you that your team is using the product well?" This feedback allows customer success managers (CSMs) to prioritize follow-up calls with customers who may need more help, while the more confident customers can be given more space to continue autonomously. The OnRamp platform's Slack integration enables real-time notifications for comments and survey feedback, allowing the team to respond to customer questions and issues immediately.