Platform Services

Understanding Our Platform Services:



Mosaic’s onboarding and platform support services demonstrate our commitment to your organization's growth and success and are an investment in your organization's future.
Mosaic’s customer success team understands that training isn’t one-size-fits-all all. We help structure best practices from our experience in rolling out hundreds of software implementations. Mosaic helps your organization stay focused on why you’re rolling out Mosaic in the first place. We provide a structured roll-out plan, including detailed checklists customized to your organization. The plan helps you build new habits and provides the focus you need to make meaningful change quickly.

What's Included in your personalized onboarding:


  1. Data Migration Assistance: Seamlessly transition your existing data to our platform with hands-on support from your CSM, ensuring a smooth migration process without disrupting your workflow.
  2. Guided High-Level Platform Tours: Walk through the platform's key features with step-by-step guided tours, helping you and your team navigate and utilize Mosaic effectively.
  3. Customized Training Sessions: Your dedicated CSM will conduct personalized training sessions tailored to your team's specific roles and needs, ensuring everyone is equipped with the knowledge to hit the ground running.

What else is included in our Platform Services?



You gain access to a complete package of features and support designed to elevate your experience, including:

Training Videos

Visual guides help you navigate the platform's features effectively. Mosaic has tutorial videos of each space built right in - so you can learn about the software visually.

How-to Articles


In-depth articles offer insights and best practices to get the most out of Mosaic.

Interactive Training Tools


Engaging tools facilitate hands-on learning and skill-building. Mosaic’s click-through tutorials show you how to perform specific functions on Mosaic step-by-step.

Responsive Customer Support



Experience peace of mind knowing our dedicated support team is available to address your inquiriesand concerns.

Smart Assistant



Get immediate answers to your questions with our ChatGPT-based AI chatbot. Trained on thousands ofquestions from Mosaic users, you can get instant answers to your questions.

Quarterly Business Reviews



Performance assessments with your CSM provide valuable insights to optimize your platform usage and achieve desired outcomes.

Your Success, Simplified





Our platform services aren’t just about software—they’re about powering your journey to success. With your personal Customer Success Manager, you're not just getting a platform; you're getting a partner dedicated to your growth.