Home
Customer Stories
Contact Us
John Doe Junior
Citrix Customer
My Dashboard
Logout
Success Plan Builder
Example A of a success plan
Organization Name
Plan Owner:
[ Success Plan Owner name ]
Edit Success Plan
Success Plan Name
Organization Name
Partner Name
(if applicable)
Customer Success Manager Name
Contact Name
Project Timeline
Plan
Complete project profile
Edit
Identify project team
Define user group(s)
Create project timeline
Prepare
Achieve admin readiness
Complete prerequisites
Build
Build your solution
Test and validate
Pilot
Establish pilot timeline
Identify pilot user group
Notify and enable users
Gather and act on feedback
Rollout
Notify and enable users
Go live!
Gather and act on feedback
Document lessons learned
Manage and optimize
Ongoing
Monitor for continuous improvement
Identify additional use cases
Back
Lessons learned
Add
Layer
Component
Lesson Learned
Remediation
Actions
