Partnering with you to ensure long-term success.


eVero’s multi-phase implementation approach gives new clients the instruction and hands-on guidance needed to successfully get up and running on the eVero platform. We design a comprehensive training program customized to your users’ specific needs and follow it up with tools and educational resources to help your team continually thrive.


Onboarding & Prep for Success

Prior to implementation, new clients are assigned a Project Coordinator and Customer Success Manager to walk you through initial setup tasks and ensure that required documentation has been completed and necessary system integrations have been identified.

Clients will designate a Project Lead to act as the main point of contact for logistics and scheduling. Power Users — staff members who will be using the system most frequently — are also identified.

Specialized Training Sessions

All eVero training plans are tailored to fit the needs of each client, but incorporate the below meeting types. All sessions are conducted online via Microsoft Teams, recorded for future reference, and tracked for accountability via our online project management tool.

Overview Intro Call An initial call to introduce the team, set expectations, provide an overview of the training plan, and review documentation and open items from Pre-Training.

Integration Call(s) Required for each integration purchased (payroll, billing, accounts payable), with the clients’ project lead coordinating calls between their vendor(s) and the eVero team.

System Overview Call A informational session to provide the entire client team- including all FI Team Members, HR, Billing, and Accounts Payable – with an understanding of the eVero platform and how will help them.

Admin Training Call Specific to Power Users, this session details how to configure permissions, add new users, change permissions for existing users, reset passwords, and other administrative functions.

Project Status Calls Recurring calls with the Project team to review the Project Management status board, discuss open items, identify next steps and schedule future sessions. We want to make sure everyone is clear on.

Detailed Software Module Calls Hands-on sessions, complete with homework assignments, organized by software module and user type (Power Users, Brokers, FI’s, etc.). Sessions are 1 to 2-hours in length and specific to the identified module/use.


Once implementation is complete, your users will be up and running with confidence, but additional support is always available just in case.

An Account Manager is assigned to be the point person for your account moving forward. He/She will make sure that your organization is positioned for continued success and leveraging the eVero platform to its maximum potential.

Our digital continuing education website, eVero Ed, is available 24/7 and regularly updated with the latest training and education materials. Here you can find guidance documents, videos, detailed release notes, upcoming training sessions, and user manuals — which are useful for existing users and can be incorporated into an onboarding process for new hires.  eVero’s online User Forums are also a helpful way to learn best practices, share use cases and make suggestions about potential system enhancements.

You can also contact the eVero Help Desk for dedicated, best-in-class software support if an issue arises. Further, you do not have to reach us exclusively through a designated support contact at your organization; any person can reach out to eVero Support directly during our normal business hours.