
Onboarding
Helping you unleash the power of automation
Gain access to the platform within one business day.*
We work with your team to understand your requirements and introduce Radar®’s automated workflow.
We work together to show you all of the features of Radar®, sharing best practices along the way, and allow you to customize Radar® to suit your organization’s needs.
For Elite Implementation, your Radar® Implementation Specialist will configure the Production account based on the active custom data and platform settings in your Training account.
We offer training for both end-user workflow and administration functions.
Your organization starts to actively use Radar® for investigating incidents.
Your Customer Success Specialist becomes your dedicated point of contact to support you as an active Radar® customer.
*As little as one hour a week of IT resources is needed during implementation.
What to Expect
Our onboarding timeline ensures that your team launches feeling confident and empowered, without taking time and resources away from other priorities.
During your onboarding experience, your dedicated RadarFirst specialist will guide you through customization and configuration options, and best practices, and help bring your digitally transformed, privacy automation to life.
With only a couple of hours a week, Radar® will fit your organizational needs.

Onboarding the Way You Want It
We offer two different options for Onboarding. Explore the differences between Standard and Elite Implementation below.
This option allows for unique configuration and training within the platform. If you’re looking for advanced options such as API configuration, validation testing, and user acceptance testing this is the best option for your team.
With Elite Implementation you have access to (2) Radar® Privacy accounts — one for training purposes and one for production. With two accounts, you have the ability to test settings in your training account before moving to the live production account.
Standard implementation includes (1) production account for configuration. You can expect minimal configuration with this option and a few unique customizations. This option is best for smaller organizations who are ready to hit the ground running.
Long-term partnership: your dedicated onboarding specialist will help you…
Identify which product features will provide the most value to your organization, and build a plan to best leverage them.
Build a plan based on shared best practices and insights from other customers in your industry who have found success.
Configure and tailor your platform and to meet your organization’s needs.
Assign clear and doable tasks for your team to work on until the next meeting.
Track and update progress on your personalized project plan.
Onboarding Team Leads
Meet our onboarding team!
The RadarFirst onboarding team is knowledgeable and consultative, and their main goal is to build confident and savvy users who are ready to unleash the power of automation.
Hayley Dolan, Senior Implementation Specialist
“Hayley was extremely patient with us and timely in all her feedback, suggestions and help pushing changes through. It can’t be easy managing such a large client’s needs, so full compliments to her for the level of care we received from her!”
Hayley is based in Portland, OR, and has a background in healthcare technology. Outside of work, she keeps busy singing and playing guitar in a local band.

Maggi Coleman, Senior Implementation Specialist
“Maggi is absolutely a key to our success. I appreciated her planning, organization and knowledge of everything Radar®. Maggi’s demeanor is perfect for this type of work – we didn’t feel rushed or overwhelmed, but stretched (in a good way.) Maggi is also able to explain new concepts in understandable terms without confusing our new learners.”
Maggi is based in northern Minnesota, and has a background in healthcare technology. Her cat, Meeko, can often be found lounging on the other half of her desk “supervising”.

Sherri Ulicsni, Implementation Specialist
Sherri is based in Minneapolis, Minnesota and has a background in healthcare and financial technology. She has two cuddly cats, a coffee habit she’s not looking to quit, and enjoys reading in her free time.

Frequently Asked Questions
You will gain access to the platform within one business day. While each organization has different requirements and goals, an average onboarding time is 12 weeks.
We recommend a total of 2-3 hours per week. 1 hour being with your implementation specialist in a meeting, and 1-2 hours outside of the weekly meeting to work in the system or make decisions for the platform configurations.
We love that you’re motivated to get started! A few suggestions we have are…
- Determining your core team will help ensure everyone is included from the beginning.
- If you plan to use Single SignOn or an API, identifying the technical support contact that will assist in those projects will help start those projects sooner.
- Gathering blank copies of any incident intake forms to provide to your implementation specialist will help us in understanding your current workflow and map fields to the new Radar® tool.
Our active customer base regularly communicates how easy the set up is in the tool. The product is designed to be intuitive and easy to use. Your implementation specialist will guide you through each setting and allow you to have hands-on practice to gain confidence. No need to be a computer wiz or have experience with scripts.
No! Once onboarding is completed, Radar® has zero access to your data moving forward.
