Compass via Onboarding Manager

Onboarding a new client is always an exciting milestone — but it also comes with challenges. At Zeta, we understand that a successful migration requires collaboration on both sides while keeping business as usual running smoothly. As an answer to your woes, Compass is a powerful solution designed to streamline the entire delivery process from onboarding through long-term program growth.

What is Compass?

At its core, Compass is Zeta’s proprietary system that guides you through every step of the onboarding journey. Initially an offline process, Compass has now been fully integrated into the ZMP platform, breaking down silos and uniting our teams under one unified, One Zeta operating system. Compass helps you discover, design, standardize, and continuously improve the path to delivery — ensuring that every decision is documented and every requirement is met.

Benefits of Compass

Compass upgrades the Zeta onboarding process in a few key areas:   

Continuity

Every client’s program has a unique history, and understanding the context behind past, present, and future decisions is critical.

• Compass serves as a permanent record of your collaborative design decisions — detailing not only what was decided, but also why those decisions were made.

• This continuity ensures that regardless of team changes, everyone involved always has the full context at their fingertips.

Transparency

In any collaborative effort, clear communication is key.

• All critical decisions are housed in a shared repository within Compass, making it easy for both the Zeta team and your clients to stay informed.

• With features like job cards for incremental sign-off, Compass allows you to start work on parts of your project while planning continues on others—keeping your project moving forward without delays.

Accelerated Delivery

By systematically capturing and managing your requirements, Compass speeds up the delivery process.

• This approach ensures that nothing falls through the cracks — leading to quicker discovery sign-offs and a more agile implementation process.

• On average, our clients experience a 30% improvement in the time it takes to move from initial discussions to final approvals.

Compass Framework Components

Compass is built around three core components that each play a vital role in delivering exceptional results:

Compass Align

Compass Align collects and documents your business requirements during the pre-sales phase, setting the stage for a smooth project kickoff. For clients facing tight migration deadlines, our Strategic Blueprint offers valuable market, competitor, and customer intelligence to drive better outcomes — and faster success. Clients will no longer repeat the phrase “But I already told you that!” in the pre-sales to onboarding handoff.

Compass Architect

This collaborative tool helps ensure that every detail of your functional requirements is captured accurately. Compass Architect also provides modern, transparent documentation that leaves no room for miscommunication — so you never have to wonder, “But you didn’t tell me that!”

Compass Amplify

This prescriptive framework helps you go beyond implementation to achieve tangible ROI. Compass Amplify fosters technology adoption, optimizes your technology stack, and supports program growth—helping you maximize the value of your investment.

How Compass Works

Imagine accessing all your onboarding requirements through a modern, user-friendly Kanban board within the ZMP platform:

• Visual Organization:
  Requirements are neatly organized into topical categories (e.g., Account Configuration). Each category houses “job cards” that indicate whether tasks are to do, in progress, or completed.

• Real-Time Progress:
  An interactive progress tracker at the top of the dashboard reflects the overall completion percentage, giving you instant visibility into your project’s status.

• Interactive Forms:
  Clicking on a job card—say, for System Architecture—launches a dynamic online form. This collaborative tool pre-populates known information and adapts based on your inputs. Whether you choose a “Single Account” or “Multiple child accounts with Parent” configuration, the form updates with the necessary details to document your requirements accurately.

• Electronic Signatures:
  To maintain an agile workflow, every requirement can be electronically signed off, ensuring all parties are aligned and approvals are captured in real-time.

How to Set Up

• To enable Compass via Onboarding Manager for your ZMP instance, please reach out to Zeta Support.

• For Product Feedback, please file an enhancement ticket through the service desk.

• Refer to Zeta Hub Support Ticket Submission to learn more about the process of submitting or filing support tickets within the Zeta Marketing Platform Support Portal.