How We Work
From conversation to launch in weeks
We've refined our onboarding process over 30 years and hundreds of partnerships. Here's exactly what to expect when you work with us.
Discovery
Weeks 1-2
A dedicated account specialist who has helped consultancies like yours for 20+ years works with you to understand where your consultancy, technology, and assessments meet. They stay with you through the whole process.
A Series of Conversations
We talk through your practice, your clients, and what good looks like for you, over a few focused calls.
Requirements Gathering
A collaborative review of your competency models, branding, and how you run your programs, so we land on the right fit for you and your clients.
Proposal & Agreement
A clear proposal with pricing, timeline, and deliverables. No surprises.
Build & Brand
Weeks 2-6
We build an assessment that is uniquely yours: your branding, language, competency models, and scoring rules. This is more than configuration. We shape a tool that feels like your own and refine it with you until it's right, then tailor it for the specific clients you work with.
Brand Alignment
Your logo, colors, fonts, content, and language, aligned to your branding guidelines, so the look and the voice are both yours. Participants only ever see your brand.
Assessment & Report Build
Use your competency model, your client's, or customize one of ours, with feedback reports built to match how you use them.
Quality Assurance
We check the participant experience, reports, and scoring across UAT rounds until everything is right.
Launch & Go Live
Weeks 6-8
Your team is trained on the assessment administration platform they'll use to run your own programs. We support your first launch hands-on to make sure you're set up for success.
Team Training
Live, recorded training on the assessment administration platform your team will use to run programs.
Pilot Program
We support your first program hands-on, troubleshooting and tuning as it runs.
Satisfaction & Success Review
Once you're live, we review everything to confirm it works and that you're happy with the result. We're here for you through that first program.
Grow Together
Ongoing
We invest in making you successful. Our assessment platform scales to support programs involving tens, hundreds, or even thousands of participants.
Dedicated Support
Your own customer success manager who knows your business and proactively helps.
Continuous Improvement
Regular check-ins, platform updates, and new features rolled out automatically.
Sales Partnership
We join your sales meetings, support proposals, and help you win new business.
Why Our Process Works
Built on 30 years of partnership experience
Executive-Level Engagement
You work directly with our leadership team—people who've personally onboarded hundreds of partners. No hand-offs to junior staff.
Assessment Expertise
We understand psychometrics, competency models, and how 360s fit into development programs. We speak your language.
Risk Mitigation
We've seen what can go wrong and built safeguards. Your first program will run smoothly because we've done this hundreds of times.
Long-Term Investment
We're not looking for quick wins. We invest in your success because our best partners stay for years, and we know what that takes.
Common Questions
What else do you need to know?
How long does the full onboarding take?
Most partners are live within 6-12 weeks, depending on complexity. Simple implementations using our existing assessments are faster; custom competency models and multilingual rollouts take longer. We'll give you a realistic timeline in our first conversation.
What if I already have my own competency model?
Perfect. We'll configure it exactly as designed. If it's proprietary, it stays proprietary. Your IP is protected in our agreement.
Can I use one of your existing assessments?
Absolutely. We have a number of validated assessments you can white-label immediately. Many partners start here and add custom assessments later.
What kind of training do you provide?
Live training for your team plus recorded sessions. We also provide admin documentation and participant guides you can customize with your branding.
How does pricing work?
Typically a one-time customization fee plus per-participant licensing. We'll recommend what makes sense for your volume and program mix during our discovery conversation.
What happens if something goes wrong during a program?
We have dedicated support channels and SLAs. Critical issues get immediate attention. In 30 years, we've learned how to prevent problems and fix them fast when they occur.
The onboarding process was remarkably smooth. Within five weeks, we had a fully branded platform that looked like we'd built it ourselves. The Envisia team felt like an extension of our own practice.
Ready to start the conversation?
Book a 30-minute discovery call with our team. We'll learn about your practice, answer your questions, and see if we're the right fit.
