PM's and Data Onboarding


Everything PMs need to know about data onboarding


SaaS products come with a unique obstacle to user satisfaction or in fact any use at all—ingesting data into a product. This challenge—called data onboarding—is a critical first step in the overall customer onboarding experience. Successfully navigating the data onboarding process is crucial to ensuring a positive first impression. Glitches and delays from poor data onboarding can potentially derail a new relationship before it's even begun.

In this guide, we define data onboarding and how organizations today are handling it. We address the challenges inherent in the data onboarding process and why importing data can be so difficult, how it can significantly impact the product manager's job, and what can be done to streamline the process.

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