Get Started Right with Meisterplan’s Expert Customer Success Team
Essential Onboarding
The lightweight package for anyone who would like to configure Meisterplan by themselves and already has an established planning process, but wants to save some time with our help.
Standard Onboarding
The tried-and-true package for anyone ready to bring Portfolio Management to their organization. Delve into our best practices and selected topics relating to Meisterplan, training, and planning processes.
Comprehensive Onboarding
The full package for those who want support with everything from configuration to change management – tailored to the organization’s individual needs.
Your Path with the Meisterplan Team
Do you have any questions? The Meisterplan team is here for you.
Is Meisterplan the right solution for us?
Honest advice from your first contact. Full transparency of features, prices, and candid sales conversations.
What is the best way to implement Meisterplan?
With our onboarding packages, you will be set up for success and be productive quicker.
How do we roll out Meisterplan?
Results-oriented onboarding with staying power.
Can we improve the way we use Meisterplan?
Together we’ll meet your goals and help solve your challenges with many options for support.
We Support Your Long-Term Success
Custom Trainings and Workshops
Help each user group leverage Meisterplan to achieve their goals. We provide the following introductory training opportunities:
- PMO/Portfolio coordinator training
- Project manager training
- Resource manager training
- Administrative training
- Introductory training for other roles (executives or team members)
Or, we can customize something that works for your environment.
Optimize your portfolio by ensuring the right projects are being worked on to deliver the most value. We will review your intake process, roles & responsibilities, meeting schedule and purpose, and portfolio goals. We’ll help you develop a weighted project scoring and scenario management process. Tailored for either a traditional Stage Gate process or Agile Planning.
Improve top-down capacity planning with a framework for early project estimation. This high-level estimation is critical to successfully planning work 4+ quarters in the future. We will provide templates to get you started, guidance to overcome the top challenges, tips for improving stakeholder expectations, and steps to monitor.
Increase productivity and transparency by integrating Meisterplan into your greater tech eco-system. Some integration possibilities include:
- Synchronizing HR systems to keep resources & absences accurate.
- Integrating time reporting or financials to get KPIs all in one spot.
- Integrating projects, milestones, or allocations from PM Tools.
Delivering products or services to departments or external customers is only successful if those groups adopt the services or products being released. This workshop will focus on strategies to increase the success rate of your PPM project deliverables. We will guide you through the set up a process to manage change impact, transparency through reporting, and templates to get your started.
Custom Consulting Services
We would be happy to work with you to develop an implementation or change project tailored to your individual challenges.
What Is Important to Us and Who We Are
Get to know our team, so you can trust who you are working with.
Outcome-Oriented Services
Our consulting services are only effective if they are sustainable and the success is measurable. Unlike normal consultants, we stay until it works. And continually work with you to solve future challenges.
People
over Software
People and processes come first. Only then comes the software. It’s always about how you collaborate, make decisions and communicate. We are happy to help you succeed.
We Know What Really Matters
With 10 years of Meisterplan, over 20 years of PPM consulting, and countless successful customers, we bring a lot of experience and have a strong team to solve your challenges.
Stephan Anders
Director of Sales
I focus on listening to the customer and helping identify the best solution for your business problem.
Debbie Summerville
Director of Customer Success
I’m passionate about helping our customers achieve their outcomes and overcome challenges.
Chris Thomas
Regional Sales Manager
Your friend at Meisterplan – I can get you the support you deserve.
Oliver Nemeczek
Integration Expert
I conquer every challenge with perseverance.
Achim Gnan
Senior Customer Success Manager
I’m enthusiastic about developing solutions to support customer success.
Annika Niemann
Customer Success Manager
I make it easy for you to get started with portfolio management.
Sophia Malak
Customer Success Manager
My strength is setting the right focus at the pace the customer desires
What Comes Naturally to Us
Your Customer Success Manager
Your personal contact person (for Pro and Premium editions) supports you in achieving your goals with Meisterplan. They regularly look at your challenges and provide support with the method (Lean PPM framework) and with the software.
Reliable and Fast Customer Support
Meisterplan Support helps you quickly and reliably with technical problems or anything unclear in the tool. We are very happy to be there for you during our business hours.
Completely Customized Advice
To keep you on the road to success, we offer you custom training and workshops to solve your challenges.
Transparent Product Development
With our Hot Topics, the Product Newsletter and regular reviews with your Customer Success Manager, you are well informed. We take your feedback on our product seriously.