Concierge Service

Streamlined Onboarding

Included with Guardian, our guided onboarding gets you from configuration to meaningful insights and protection— fast.

A Proven Process Tailored to Your Needs

We see ourselves as an extension of your team. With extensive experience working alongside firms of all sizes — from small studios to some of the largest firms in the world — we understand what works, what doesn't, and how to tailor our approach to meet your specific needs.

95%

Clients satisfied with their experience

93%

Clients who continue year after year

360+

Firms onboarded successfully

<6hr

Average support response time

How It Works

Your Onboarding Journey

Our onboarding is simple, structured, and tailored to your needs. During your trial, we will work with you to understand your workflows, challenges, and how Guardian fits best.

Onboarding begins with a strategy call to establish goals and create a custom implementation plan. Over the next few weeks, our Client Success team will guide you through the technical setup with scheduled calls to support your rollout.

Strategy Call

Meet the team, review the onboarding checklist, and map out the journey ahead.

Onboarding Calls

Hands-on sessions to configure Guardian and build your team's confidence.

Ongoing Engagement

Schedule check-ins to fine-tune and ensure Guardian works the way your firm works.

Case Study

Roll out of Guardian at HDR

HDR is a large architecture and engineering firm with more than 200 locations across the globe. Their goal was to improve the consistency of their standards and quality of their Revit models. HDR partnered with Guardian to successfully deploy the Revit add-in to over 1,600 designers.

Read the case study

Inside the Onboarding Sessions

What to Expect Each Week

Week One

The first week of onboarding lays the groundwork for successful deployment. We will discuss your goals, talk about a deployment strategy, and what to expect over the next few weeks.

Week Two

In week two, we will explore Guardian’s settings more closely, customizing them to deliver quick wins and immediate value for your team. We’ll discuss features such as Sync Traffic Control, delete protections, viewport selection, and more.

Week Three

In week three, our priority is calculated approaches specific to your firm. We’ll review data that Guardian has collected over the past couple of weeks and fine-tune additional Guardian features, such as adding pin protections and setting the default command frequency.

Week Four

In the final week of onboarding, we focus on Guardian’s most advanced features for standards automation, such as mapping configurations and Guardian Sync Properties.

"This software is a MUST HAVE! All practices would benefit from using this to save time and money and frustration! Well done Team!"

Chris Croton

CAD/BIM Manager

"We are finding huge benefits of Guardian, and the quality control it provides! Sync Traffic Control is helping to prevent multiple users from syncing, which results in long sync times. And it's helping us refine our training curriculum!"

Daniel Friesen

BIM Coordination Specialist

"This is the best add-in tool we've found for managing large amounts of office standards within a project as an automated, hands-off approach."

Cody Rau

Director of BIM Management

Seamless Implementation, Powerful Results

Implementing Guardian is easy. Contact us today to get started.