Welcome to Monograph! We are your Launch Team, here to help your firm confidently adopt Monograph and start seeing value as quickly as possible. Throughout your onboarding journey, we'll guide you through clear milestones, hands-on 1:1 Application Workshops, live and on-demand webinars, and self-guided resources.
Together, we'll build your team's confidence and independence while focusing on what matters most to your firm.
Onboarding Timeline
Your Guided Onboarding follows a 10-week journey with milestones designed to build on each other, helping you stay on track as you progress.
Click on the timeline to enlarge.
đŠ Your Activities
These are the key actions you'll complete in Monograph at each milestone to put what you've learned into practice. Completing these activities helps you stay on track and prepare for your next session.
During Week 10, we'll focus on what matters most to your firm with 1 of 2 specialized workshops, selected based on your primary goals and priorities.
đ© 1:1 Application Workshops
These 45-minute, hands-on sessions with your Launch Manager are dedicated to reviewing your completed activities, addressing challenges, and working through your firm's specific needs.
đȘ Weekly Learning Webinars
These 60-minute live or on-demand sessions teach the core concepts and workflows you'll need to complete Your Activities. Think of webinars as your opportunity to learn and put new skills into practice, and 1:1 Application Workshops as your opportunity to review, refine, and validate the work you've completed.
Some milestones are covered exclusively through 1:1 workshops to provide more personalized guidance on topics that benefit from dedicated attention.
Getting Your Team Involved
Your designated Onboarding Lead should own and participate in the full onboarding journey, including all milestones.
Since each milestone covers different workflows, we also recommend involving additional team members based on their roles and responsibilities. Use the table below to identify who would benefit most from attending each session.
Onboarding Milestones | Recommended Attendees |
Kickoff + Configuration | Admins, Users leading Monograph onboarding with full access |
Enabling + Working with QuickBooks Online | Admins, Users managing QuickBooks and accounting |
Building Active Projects | Admins, Users responsible for setting up projects who have access to project financial information |
Tracking Time | All Users |
Preparing + Sending Invoices | Admins, Users who have access to project financial information |
Planning Resources | Admins, Users responsible for staffing who have access to project financial information |
Evaluating Finances | Admins, Users who have access to company financial information |
Ready to Get Started?
At the start of your subscription, you'll be introduced to your dedicated Launch Manager. They'll guide you through your onboarding journey, share helpful resources, and schedule an introductory session to learn more about your firm, goals, and workflows.
Your first step is to explore the Admin Setup + Resources guide and complete the Admin Setup checklist to configure your firm's settings before your first session.
This guide will also serve as a resource throughout onboarding, with best practices, feature walkthroughs, and additional learning materials to support your progress.
Click the button below to get started.
Have More Questions?
Toggle these FAQs for additional answers.
Toggle these FAQs for additional answers.
When does Guided Onboarding begin?
During your conversations with your Sales representative, you'll confirm your Guided Onboarding start date. This typically aligns with the start of your subscription, but you can choose to begin up to 30 days later to accommodate competing priorities, workload, planned time off, or other scheduling needs.
When are live webinars hosted, and how can I attend?
Live webinar trainings are hosted multiple times each week and cover different areas of the platform. You can view the schedule and register for sessions directly through the Monograph Learning Series.
How can I access the on-demand webinars, and when is it available?
On-demand training is available anytime and can be accessed directly through the Monograph Learning Series.
Are any onboarding sessions optional?
No. All onboarding sessions are required to progress through your onboarding. If youâre unable to complete a session, please discuss next steps with your Launch Manager.
What if my schedule doesnât allow me to attend the weekly live webinars?
We recommend prioritizing live webinars whenever possible to get the most from your onboarding. If youâre unable to attend, simply register for the session and youâll automatically receive the recording afterward. After watching the recording and completing Your Activities, youâll still need to attend your scheduled 1:1 Application Workshop with your Launch Manager to review your progress, validate your work, and stay on track.
âCan I contact my Launch Manager if I have questions after completing onboarding?
Launch Managers serve as your primary point of contact during onboarding only. After your onboarding period ends, you may contact our Support team for any questions or assistance.