Onboarding Services

Our Customer Success team offers personalized training and guidance to ensure a successful RoboManager Implementation.

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Get up and running in weeks

A Reveal Group Customer Success team manager works directly with your team to develop a tailored plan suited to your automation program goals. Our process is proven to provide faster onboarding and improved adoption.


• Administration training
• Team onboarding
• Session recordings
• 30- and 60-day check-in

Account Setup

• User roles and team set-up
• Automation lifecycle stages
• Custom fields
• Document templates
• Workflow automations
• Report customization

Data Services

• Data mapping
• Data importing

We will work with you to develop a plan that ensures your success

Contact a Customer Success team member for pricing.

Contact Us

We would like to hear from you. Please send us a message by filling out the form below and we will get back with you shortly.


“We thought it was going to be a big project to move all of our automation program data into one platform. Onboarding Services figured it all out, as opposed to me having to learn the platform then undertake this task myself.”

RPA Lead, Multinational Insurance Company

“The training gave me the understanding and tools I needed to start building our automation pipeline right away. I would recommend Onboarding Services to anyone wanting to use RoboManager for their automation program.”

Head of Transformation, Pharamceutical Organization

“We introduced more than five types of software to manage our automation program’s growth. Our best experience was with Reveal Group’s Onboarding Services team who helped us consolidate the tools we use into one platform.”

Automation Manager, International Bank


Frequently Asked Questions

Each onboarding is unique. We work with each individual customer to understand their needs. Packages can range in price. Contact a Customer Success team member for pricing. Quotes are only based on an implementation approach that best matches your requirements.

Based on years of experience, our Customer Success team has a 100 percent rate in improving time to launch. The personalized assistance from professional automation experts has led to a streamlined implementation process and a smooth RoboManager adoption experience.

Our comprehensive onboarding services ensure a successful rollout. It’s our goal to meet every customer’s time-to-launch expectations. First, our team maps out your goals and automation lifecycle needs. During the initial kick-off call, a plan is set in place for timely execution of tailored services. Data import, onboarding, and administration and team training follow. Check-ins are also part of the implementation process.

Onboarding time varies per implementation. Many factors, from an automation team’s prior experience to scheduling, come into play to determine the amount of time needed. Some customers have experienced full onboarding within two weeks. Average onboarding for a small to medium-sized company typically falls within a month timeframe.

Through our onboarding services, we help you manage your automation lifecycle to optimize your automation program. That can involve data import services, administration training, automation team training and personal follow-up and check-ins. Every customer is different.

It is our Customer Success team’s goal to ensure RoboManager is running the way you need it to. We want to ensure your automation team has the training necessary to thrive. We can plan and schedule more sessions as necessary.

Reveal Group’s Customer Success team had years of automation and training experience – across a breadth of industries – to offer onboarding packages that make the best use of your time and budget.

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