Onboarding Services

Accelerate your implementation

Let’s get you set up with Smarsh.

Our onboarding team can save you time and stress when implementing your Smarsh solution.

Onboarding Packages

We understand that every implementation is unique. Smarsh offers multiple onboarding packages designed to suit your needs:

Professional
Archive Packages

To get started with the Professional Archive, we offer everything from do-it-yourself QuickStart plans to Standard plans with web conference and knowledge transfer. Smarsh also offers Advanced and Custom onboarding plans for large or complex deployments complete with dedicated training and planning resources.

Enterprise
Product Packages

Whether you have the Smarsh Enterprise Archive, an Enterprise-grade Connected Capture product or an Enterprise-grade Connected Application, we can help you get your solution set up. We offer both remote and on-site onboarding complete with project planning, environment preparation and building and knowledge transfer.

Smarsh University & the Customer Success Toolkit

Large enterprises often require additional resources to introduce Smarsh to end-users after implementation. In coordination with Smarsh University, our training platform, customers can take advantage of a toolkit of materials to ensure their employees are aware of and trained on Smarsh. The toolkit includes an employee communication plan, a project plan and a training plan with Smarsh University.

cs onboarding additional services

Need additional help?

Smarsh has a variety of professional services to suit your organization's needs.

Set up a plan for success

Contact your Customer Success Manager and craft a plan to realize the most benefits from your compliance and e-discovery solutions.

Get Smarsh Certified

Sign up for a Smarsh University certification exam and receive priority support with passing marks.