Overview

Welcome to Spendflo, your partner in achieving better SaaS Buying and Management. This comprehensive onboarding guide will take you through setting up and maximizing the capabilities of our platform, enabling you to harness the full potential of our features. Let's embark on your journey towards SaaS Spend Optimization:

Spendflo's onboarding process is thoughtfully structured and requires collective efforts from our dedicated Onboarding team and you, our valued customer. This collaborative approach serves as a cornerstone for ensuring the success of your experience and attaining your organizational objectives through Spendflo's services.

Step 1: Onboarding Reach Out

Within 1-3 Business days of signing the contract with Spendflo, our Onboarding team will email you to schedule an onboarding call. This crucial step sets the groundwork for a successful onboarding journey and ensures optimal platform utilization.

Step 2: Account Creation & Login

After scheduling the kickoff call, you will receive an invitation to create your Spendflo account. Access the platform using Google, Microsoft SSO, or your email and password. Provide department and designation details for a personalized experience, and invite other users from your organization who need Spendflo access. Sign up for the platform before the onboarding call for a better experience.

- Logging in to the Spendflo App

Step 3: Fill Procurement Checklists

You can complete this step during your onboarding call, or if you wish to expedite the process, you can do it in advance. Simply fill out the procurement checklist, providing details such as billing information, address, Infosec team contacts, and legal team information. This data is utilized to streamline the procurement process and ensure the inclusion of these details in your vendor contracts ahead of time.

- Filling up the Procurement Checklist

Step 4: Setup Approval Groups

You can complete this step during your onboarding call, or if you wish to expedite the process, you can do it in advance. Set up your Approval groups and assign approvers for procurements of your organization; this ensures all procurements are within budget and are procured with proper checks

- Create Approval Groups

Step 5: Onboarding Call

Upon receiving your schedule, our Onboarding team will promptly arrange an onboarding call with you. During this call, you can expect the following:

• Introduction to your dedicated Customer Success Manager (CSM), engagement manager, and onboarding manager.

• You introduce team members who will be your organization's Points of Contact (POCs), including representatives from Finance, Legal, and IT.

• Clear expectations on implementation timeline and success criteria.

• Understanding your organization's goals with Spendflo and gathering feedback on the current state and desired objectives.

• Assistance in setting up approval workflows and best practices for SaaS procurement.

• Set up a weekly cadence for the onboarding period, which will ensure your admin-level training and set up everything on the platform

Step 6: Uploading your SaaS Stack on Spendflo

During the onboarding call, your onboarding manager will request that you share your SaaS contracts, and our backend team will upload your SaaS details on the Spendflo App. This step ensures that all your SaaS contracts are stored in one place and that you don't have to switch between different platforms. 

Don't you have all your SaaS contracts? Don't worry; our team can get it on your behalf; just let your onboarding manager know about it.

Step 7: Activate Spendflo Slackbot

Never miss critical SaaS renewal notifications or delay approvals again. Activate the Spendflo Slackbot to receive renewal notifications, request approvals, and surveys.

- Connect Slack Integration

Step 8: Activate SSO Integration

Spendflo provides SSO integration capabilities to manage your SaaS, discover shadow IT, and check usage. Choose from a host of integration options.

- Connect your choice of SSO Integration

Step 9: Install Spendflo Chrome Extension

Install Chrome extension to obtain users' precise usage data, last access dates, and usage details for non-SSO (Single Sign-On) apps.

- The need for a Browser Extension when SSO is already installed

- Install Chrome Extension

Step 10: Connect Finance Integrations

Spendflo provides spending monitoring features as part of its SaaS management module. Once you connect your finance system with Spendflo, you'll have access to your SaaS usage and spending data. This helps you make better decisions and optimize your apps and spending.

- Connect your choice of Finance Integration

Step 11: Training Session

Toward the end of your Onboarding week, our team will arrange a Training session for all your users. This session aims to ensure that everyone becomes acquainted with the platform and can use it smoothly without encountering any issues.

Other Helpful Resources

• Buying Hub: Manage purchasing activities and approvals.

• Management Hub: Track spend and usage and analyze data.

• Security Hub: Enhance account security and manage access.

• Settings Page: Customize Spendflo to fit your organization's needs.

• Integrations: Explore Spendflo's integration capabilities with different apps.

• FAQs: Find answers to common questions in our FAQs section.

Congratulations! You've now completed the essential steps to set up and begin your journey with Spendflo. We are excited to be part of your pursuit of efficient spend management and procurement excellence. For further support or inquiries, our dedicated support team and Customer Success Managers are here to assist you.