Your Road to Success…

Your road to success with knowledge management & Ondexx begins here.

Over the past two decades, we have worked closely with our clients to help them derive maximum value from Ondexx. Since we launched in 2003 we have not lost a client, and today Ondexx is supporting users in 26 countries in 8 languages. Recently, we interviewed our clients and asked them about their Ondexx journey to success. There was one thing they all described similarly – a series of stages they went through over a 2-4 year period on their journey to success.

Those 10 stages are described below.

1. Discovery

Getting to know Ondexx

Discovery of Ondexx starts when someone in your organization first hears about Ondexx – like right here on our site! You and your colleagues will be gathering more information through various avenues, including from your experts at Ondexx!

Learning more about Ondexx and understanding its value to your business will include topics such as: 

  • Visits to ondexx.com
  • Knowledge Management Risk Assessment
  • Discussion of your specific needs
  • Presentation material
  • Ondexx demonstrations
  • Content we will make available to you

2. Suitability

Confirming Value & Fit

Suitability focuses on specific information your organization requires to support a purchase decision. Now that you functionally understand Ondexx and its key benefits through Discovery, the topic of Suitability is next. At this stage, the goal is to answer your question “Is Ondexx a valuable fit for our business?”.

Ensuring that Ondexx meets the needs of your business will include confirmation on aspects such as:

  • Review of your specific needs
  • Strategic fit
  • Ondexx functionality is understood
  • Tech & Security requirements
  • Pricing – this is typically a quotation with 2-5 scenarios that you have requested

3. Commitment

A Mutual Promise of Success

During Commitment, we guide you through the steps needed for us to make a mutual commitment of success. This stage is focused primarily on our business relationship and the launch of Ondexx. This step lays firm groundwork to ensure onboarding and implementing Ondexx is a success for your organization.

Reaching an agreement to launch Ondexx at your organization will include elements such as:

  • Requirements confirmed
    • Content migration
    • Content template(s)
    • Onboarding
    • Launch Date
  • Final proposal and pricing
  • Ondexx agreement drafted
  • Final approval

4. Commencement

Convening the Teams

Welcome to the Ondexx family, you are now one of our great clients! Commencement is focused on introducing you to your Ondexx team who are there to ensure success throughout our relationship. This step will be facilitated by your Ondexx ‘Client Success’ team member. Their role is to act as the communication conduit when it comes to helping you optimize the use of Ondexx, and leverage the value throughout your organization.

During Commencement, your Client Success team member will coordinate:

  • Meeting the Ondexx team
    • Executive
    • Client Management
      • Client Success
      • Client Services
    • Ondexx Solutions Design
    • Training & Support
    • Marketing Operations
  • Fine-tune your Ondexx roadmap

5. Deployment

Onboarding You onto Ondexx

Deployment is focused on the essential elements required to set up and configure your Ondexx instance, ensuring that it is 100% ready to launch. The Deployment stage is best characterized by ‘behind the scenes’ activities and is performed in conjunction with the Launch (see next stage). This component also includes content migration into Ondexx from any of your existing platforms or systems identified in the Commitment stage. 

During deployment, key activities and deliverables include:

  • Project plan review
  • Configuration of your Ondexx instance
  • Content migration
  • Creating User Groups
  • Establishing roles, rights and permissions
  • Training

6. Launch

‘Go Live’

During Launch, all elements required for a flawless ‘go live’ date are covered. The Launch phase is best described as ‘related to end user’ activity, and is performed in conjunction with Deployment (see previous stage). The Launch stage also addresses other aspects such as socializing and promoting Ondexx internally, as well as branding your Ondexx instance so that it is ‘personalized’ for your organization.

The Launch is typically completed on the ‘go live’ date which is when all authorized end users have been granted access to Ondexx.

Through the Launch phase, main activities are focused pre-launch and the ‘go live’ launch date will include:

  • Pre-launch Activities
    • Adding users
    • Notifications
    • Messaging
    • Internal marketing
    • ‘Personalize’ your Ondexx instance
  • Support & documents
    • Help to onboard new users
    • Provide users an introduction to Ondexx
  • ‘Go Live’ launch date
    • Ondexx goes ‘live’ for all users

7. The Ondexx Buzz

Excitement & Surpassing Expectations

Get ready for this stage – we refer to it as ‘The Ondexx Buzz’, where in the weeks and months following Launch, clients vocalize the clear and obvious positive impacts Ondexx has on their business. Clients experience excitement, enthusiasm – and most of all, exceeded expectations!

And we’re not making this up, we get this feedback consistently and continually! To see a number of examples, please view the MIB Case Study, and the MIB Testimonial Video. Also visit the Testimonials section below, and if you’re interested, you’ll be able to speak to some of these clients personally during your Ondexx journey!

While ‘The Ondexx Buzz’ is building within your organization, you will be collaboration with our Client Success team member on your roadmap and calendar, focusing on the first 12 months after Launch on elements such as:

  • Post-launch debrief
  • Training review and status
  • First health check
  • User commentary and feedback
  • Review of Ondexx’s ‘Future Release Product Roadmap’

8. Growth

Leveraging Proven Success

As the ‘Ondexx Buzz’ continues to grow, the Growth stage is entered when business leaders within your organization start recognizing how Ondexx can be used to improve other areas of the organization*.

Overall, there is a realization that Ondexx makes sense for the other areas of your business – and that Ondexx can clearly add value beyond where it was initially deployed. Expansion into other areas becomes the logical next step to capitalize on the value and benefits of Ondexx.

*Refer to our Buyers Guide on our site for additional information.

During Growth, your Client Success team member will be essential in helping your navigate this transition as new departments or divisions enter Ondexx Discovery and Suitability. Support during thei process can be provided by:

  • Socializing Ondexx across your organization
  • Meetings with your Ondexx team
  • Visits to ondexx.com
  • Knowledge Management Risk Assessment
  • Discussion of specific needs
  • Presentation Material
  • Ondexx demonstrations
  • Content we will make available to you

9. Enterprise

Deriving Maximum Ondexx Value

The Enterprise stage is a natural progression from Growth (see previous stage). At this point, clients have already exposed new areas of their organization to Ondexx, and there is a keen interest to pursue other avenues for continued internal growth. Strategically, there is an interest to determine how the known benefits and value of using Ondexx can be delivered throughout the organization.

Typically during the Enterprise stage, clients are already in the process of planning to replace antiquated or redundant systems with highly impactful solutions, and Ondexx fills this need efficiently and effectively.

During Enterprise, knowledge management advocates in your organization will be exploring opportunities to grow Ondexx to other areas of the business. This stage involves active participation from your Ondexx team:

  • Executive 
  • Ondexx Solutions Engineering
  • Client Management
    • Client Success
    • Client services

Once you have selected the new area(s) for Ondexx deployment, your Ondexx team will work with the appropriate business leads in your organization and proceed with an abbreviated version of the steps from the initial deployment*:

  • Commitment
  • Commencement
  • Launch

*refer to other stages for details

10. Continuation

Your Ongoing Journey

Continuation is the stage when your company becomes a mature Ondexx client and is enjoying the full value and benefits of the platform across your enterprise. As the needs of your business continue to grow and evolve, so does Ondexx – as the product’s functionality will continue to meet the needs of your ever changing market.

Additionally, agreement renewals are a part of this stage. Since Ondexx has never had a client leave us since the initial launch in 2003, we see the whole topic as part of our clients’ continuum of supporting the businesses’ ongoing journey with Ondexx and maximizing value from the technology and our team of experts.

Continuation topics that take place during the renewal period include:

  • Reviewing your known business needs
  • Discuss any new upcoming strategic imperatives
  • Review multi-year synopsis by Client Success
  • Review Ondexx use by current active users
  • Review of other clients’ relevant successes with Ondexx
  • Evolution of Ondexx since last renewal
    • New product features
    • New infrastructure specifications
  • Review Ondexx ‘Upcoming Future Release’ product roadmap
  • Review multi-option renewal packages

Testimonials

“The best thing about the staff at Ondexx is their level of understanding of the industry, the market and the people. It allows them to better help and work through our needs and any issues that we may be having.”

VP Marketing & Strategic Client Solutions

Leading Global Life Reinsurance Company

“The Ondexx support team is very service- oriented, responsive, supportive; and willing to invest time, energy, and effort to form strong relationships with their clients.”

EVP & Chief Information Officer

Global Life Insurance Provider

“I have never been disappointed. The Ondexx team doesn’t try to sell you something that you don’t need. We have a strong relationship and I can rely on them to keep us informed about the industry and ensure we are continually focused on what’s good for us.”

Vice President

Life Insurance Data Provider

“Red Wolf is an ethical, flexible, stable and strong organization that provides a terrific, hassle-free platform that makes our life easier and reduces our need for internal resources.”

Chief Underwriter

Leading Global Reinsurance Company

“The best thing about the staff at Ondexx is their level of understanding of the industry, the market and the people. It allows them to better help and work through our needs and any issues that we may be having.”

VP Marketing & Strategic Client Solutions

Leading Global Life Reinsurance Company

“The Ondexx support team is very service- oriented, responsive, supportive; and willing to invest time, energy, and effort to form strong relationships with their clients.”

EVP & Chief Information Officer

Global Life Insurance Provider

“I have never been disappointed. The Ondexx team doesn’t try to sell you something that you don’t need. We have a strong relationship and I can rely on them to keep us informed about the industry and ensure we are continually focused on what’s good for us.”

Vice President

Life Insurance Data Provider

“Ondexx positively impacts the bottom line by increasing speed, accuracy, and making our company more competitive.”

Chief Underwriter

US based Financial Services Company

“Once Ondexx was implemented, we saved at least one full-time equivalent, so the solution easily pays for itself.”

AVP, Risk Management

Global Financial Services Company

“Ondexx is seamless in the ways that everyone uses and accesses it. We have zero complaints or issues about usage and reliability. It runs itself from our perspective, and that’s a great thing.”

AVP, Life Reinsurance Pricing & New Business

Canadian-based Life Reinsurance Company

“Ondexx allows us to be nimble with information that needs to be related to underwriters. We make changes to the manuals ourselves that are immediately visible to everyone. This makes us more effective and consistent, leading to greater adherence to guidelines – which now leads to better audit results due to Ondexx.”

AVP, Automated Underwriting Leading

US based Financial Services Company

“With Ondexx we now have control over our own manuals and a valuable tool for our clients. Finally, we also have internal consistency, which leads to better decisions, which is obviously better for our bottom line.”

VP & Account Executive

Global Life Reinsurance Company

“Ondexx was adopted 100% by the end of the first day without of any end-user training or support.”

AVP, National Disability Services

Canadian-based Group Benefits Provider

“Our Business has gained back control of our own content and we no longer have to rely on IT for support.”

AVP, Learning & Communications Leading

US based Life Insurance Company

“Ondexx increases accuracy, productivity and bottom line results. Overall, the solution has exceeded our expectations!”

Senior IT Executive

Canadian-based Life Insurance Company

“Red Wolf is an ethical, flexible, stable and strong organization that provides a terrific, hassle-free platform that makes our life easier and reduces our need for internal resources.”

Chief Underwriter

Leading Global Reinsurance Company

“By making information easier to find, Ondexx leads to increased productivity and fewer mistakes.”

AVP, Underwriting Leading

Global Life Reinsurance Company

“With Ondexx, it was simply business as usual! We’ve never had an issue working remotely with Ondexx - our other systems are more challenging to manage. Ondexx enables us to make changes and updates in real-time and the fact that the solution allows us to manage the application completely independently sets it apart from any other system in our company.”

Assistant Vice President, Underwriting Systems

Global Reinsurance Company

“Ondexx gave me the ability to remotely and instantaneously create a new, secure, shareable and searchable online resources without the support of IT. I was thrilled of how easy it was to deploy a new Ondexx site, on-board the required users, and get everything up and running in less than an hour- it was so cool!”

AVP, Underwriting & Claims Risk Management

Global Life Insurance Company

"The fact that we have Ondexx made us ready for this crisis! And the responsiveness of the Company has always been reassuring.”

Associate Chief, Underwriting Risk Management

US Life Insurance Company

"With Ondexx, it was business as usual despite the chaos. The access is great! We have seen a big uptake in users and usage and we've also added other links and resources to extend the platform. Some of the business units that weren't using the platform for communications, are now doing so because Ondexx is so reliable."

AVP, Learning Center of Excellence

Global Life Insurance Company

“Ondexx removes a big operational headache – it frees up valuable internal resources and virtually eliminates the concern of knowledge transfer.”

Vice President & Chief Underwriting Officer

Leading Global Life Reinsurance Company

“Since we deployed Ondexx, we have an average daily time savings of 25 - 30 minutes per employee.”

Director of Underwriting

US based Life Insurance Company

“The best thing about the staff at Ondexx is their level of understanding of the industry, the market and the people. It allows them to better help and work through our needs and any issues that we may be having.”

VP Marketing & Strategic Client Solutions

Leading Global Life Reinsurance Company

“The Ondexx support team is very service- oriented, responsive, supportive; and willing to invest time, energy, and effort to form strong relationships with their clients.”

EVP & Chief Information Officer

Global Life Insurance Provider

“I have never been disappointed. The Ondexx team doesn’t try to sell you something that you don’t need. We have a strong relationship and I can rely on them to keep us informed about the industry and ensure we are continually focused on what’s good for us.”

Vice President

Life Insurance Data Provider

“Red Wolf is an ethical, flexible, stable and strong organization that provides a terrific, hassle-free platform that makes our life easier and reduces our need for internal resources.”

Chief Underwriter

Leading Global Reinsurance Company

“With Ondexx, it was simply business as usual! We’ve never had an issue working remotely with Ondexx - our other systems are more challenging to manage. Ondexx enables us to make changes and updates in real-time and the fact that the solution allows us to manage the application completely independently sets it apart from any other system in our company.”

Assistant Vice President, Underwriting Systems

Global Reinsurance Company

“Ondexx gave me the ability to remotely and instantaneously create a new, secure, shareable and searchable online resources without the support of IT. I was thrilled of how easy it was to deploy a new Ondexx site, on-board the required users, and get everything up and running in less than an hour- it was so cool!”

AVP, Underwriting & Claims Risk Management

Global Life Insurance Company

"The fact that we have Ondexx made us ready for this crisis! And the responsiveness of the Company has always been reassuring.”

Associate Chief, Underwriting Risk Management

US Life Insurance Company

"With Ondexx, it was business as usual despite the chaos. The access is great! We have seen a big uptake in users and usage and we've also added other links and resources to extend the platform. Some of the business units that weren't using the platform for communications, are now doing so because Ondexx is so reliable."

AVP, Learning Center of Excellence

Global Life Insurance Company