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Client Solutions

Our Client Solutions team is dedicated to supporting our clients throughout implementation, adoption and ongoing use of UpSlide. Thanks to a tailor-made approach, we help you get the most out of UpSlide and ensure you achieve your desired outcomes.

Contact us

We ensure project success

One dedicated Consultant will lead you through your UpSlide rollout (4 weeks average).
We plan regular follow-up meetings during implementation and limit the amount of time you spend on the project (2 hours average per week).

Step 1

Project preparation

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1 week

We involve key stakeholders such as Decision makers, IT and Marketing teams to align project objectives, specific use cases and timeline planning.

We advise on best practice so the customized elements meet your use cases.

Step 2

Customization

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2 weeks

We prepare the contents to meet the defined use cases plus adapt to challenges met on the field.

You validate the content and features customized to your specific version of UpSlide prior to IT rollout.

Step 3

Rollout

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1 week

We prepare and deliver the final version to be deployed to all users.

We provide support for packaging, testing and deployment to meet your IT processes.

Our strengths

Engagement

Expertise

Our Microsoft Office expertise combined with our knowledge of client business lines enable us to deliver high quality services fully adapted to your needs.

Engagement

Engagement

We take care of our clients before, during and after UpSlide implementation. Our globally distributed team understand different ways of working.

Agility

Agility

We use the agile project methodology to deliver quality deliverables and ensure regular close interaction between us and our clients.

100% on board users

  • Formation sur-mesure

    Training

    Our Consultants train your users during the rollout:

    • Tailor-made in-person or online training
    • Train-the-trainer sessions for internal trainers
    • Customised training videos and assets
    • UpSlide ambassadors training
  • Trainings

    Onboarding

    We offer a communication plan to ease change management and facilitate adoption:

    • Dedicated Consultant
    • Teaser emails
    • Customized user guides
    • Feature videos
  • Client Solutions Consultants

    Monitoring

    We track the usage of UpSlide to ensure adoption across teams:

    • Adoption and usage statistics
    • Ongoing Consultant-led usage reviews
    • Targeted actions to boost adoption and facilitate sharing of best practice from your top users
    • Regular training sessions to train new joiners and to refresh other users

Recent rollouts

  • Natixis
  • KPMG
  • Deloitte
  • Citi
  • Savills
  • RMB
  • Greenhill
  • Coller Capital
  • 100%

    of users trained were satisfied with the training

  • 441

    projects successfully delivered

  • 5-1000

    team size range

  • UpSlide Fan 1

    The help and the availability of the Client Solutions team during the project were highly appreciated; they offered true added value!

    Frédéric Poilpré
    Asset and Financial Engineering Director, Société Générale - Private Bank
  • UpSlide Fan 2

    We had a great feedback on our new contents and graphic identity. We even won the quaterly “best project” award organized by the Products & Solutions team!

    Séverine Cheyppe
    Products and Solutions Director, Neuflize
  • UpSlide Fan 3

    We are very pleased with our collaboration with the UpSlide team. UpSlide is one of the pillars of the strategy we implemented to improve our work processes. Furthermore, our teams were highly satisfied with the training by the Consultants.

    Alexandre Perez
    M&A Analyst, Societex Corporate Finance