Welcome! This guide outlines our streamlined onboarding process, designed to get your team up and running quickly, securely, and with minimal friction.
🧭 Pre-Onboarding Call
We'll begin with a short planning call to align on key technical setup requirements and understand your use case. During this session, we'll cover:
🔐 SSO Configuration
We’ll confirm your preferred identity provider (like Okta, Azure AD, etc.) and walk through how your team wants to manage user access.
📎 SSO Setup Guide
👤 Dedicated Admin User Setup
We’ll guide you through creating a dedicated “Marker.io Admin” account within your tools (like Jira or Azure). This ensures secure, stable integrations.
📎 Dedicated Admin User Guide
🛠 Widget Implementation Planning
We’ll review how you plan to install the Marker.io widget—whether via JavaScript snippet, browser extension, WordPress plugin, or a combination.
📌 Use Case Alignment
Understanding how you intend to use Marker.io allows us to tailor the rest of onboarding to your needs.
Once these steps are aligned, the rest of the onboarding process flows naturally.
👥 Key People to Involve
To keep things running smoothly, we recommend having a few key people involved. Here’s who we usually work with:
Role | Responsibilities |
Marker.io Owner | Oversees setup and long-term use. |
Integration Lead | Connects Marker.io to your internal tools (e.g., Jira, Azure). |
Technical Lead | Helps troubleshoot any blockers and enables website feedback scripts if needed. |
Business Lead | Ensures Marker.io aligns with overall goals and workflows. |
Security Lead | Verifies that protocols like SSO and data controls are properly implemented. |
These roles often collaborate during setup and rollout—it’s a team effort.
📆 Implementation Timeline
Marker.io can be up and running in a day or two—but the exact timing depends on your setup and team availability (especially Jira or Azure admins).
💡 Tip: When key team members join our early sessions, implementation moves significantly faster.
🚀 Implementation Plan
Phase | Objective | Typical Duration |
Pre-Onboarding Call | Align on SSO + admin user setup | 30 mins |
Security Enablement | Enable SSO, audit logs, and data masking | 1 day |
Tool Integration | Connect Jira, Azure, etc. via admin user | 0–2 days |
Form & Workflow Setup | Customize reporting forms and default values | 1–2 hours |
Validation & Testing | Submit test issues and validate the flow | 1–2 hours |
Training & Go Live | Train users and go live | 1–2 sessions |
Quarterly Check-ins | Optimize setup and support evolving needs | Every 90 days |
✅ Technical Readiness Checklist
To ensure everything runs smoothly, here’s what needs to be in place:
✅ SSO Configured — Confirm identity provider and user access
✅ Admin User Created — Dedicated integration user with required permissions
✅ Custom Forms Set — Fields tailored to roles and reporting needs
✅ Default Field Values Applied — Automated tagging, ownership, etc.
✅ Sample Issues Submitted — End-to-end validation
✅ Sync Tested — Confirm updates flow between Marker.io and your tools
📊 Measuring Success
We track success based on outcomes, not just implementation:
🔍 30+ issues logged/month → Strong adoption
⚡ Faster bug resolution → Richer, more actionable reports
📈 Higher reporting volume → Better product quality
⏱ Less triage time → Improved operational efficiency
📬 Clearer communication → Better alignment across teams
🔁 Regular Check In
We’ll check in regularly to make sure things are running smoothly and help with any new needs.