Streamlined Onboarding

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

What Creates Success?

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 progress calls to support your rollout.

After onboarding, we'll continue with regular check-ins, and you'll have access to our Guardian Teams channel to connect with both our team and industry peers.

Trial Begins

Full, unlimited access to Guardian

Initial Strategy Call

Introduction and recap
Define success
Establish goals

Guided Progress Calls

Easy wins
Calculated approaches
Advanced utilization

Ongoing Engagement

Regularly scheduled calls
Guardian Teams channel
Regular webinars
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
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What to Expect Each Week

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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.
StudioWC

Easily the best protection for your models, without being intrusive and with minimal cost. The customer service is absolutely exceptional ... a true extension of our team! Can no longer imagine modeling without it!

Natalie Djabiras
Natalie Djabiras
BIM Manager, StudioWC
Taylor Design Logo

Guardian for Revit is my firewall - it keeps the good stuff in and the bad stuff out. I can't imagine using Revit without it.

Steve Bennett
Steve Bennett
Director of Design Technology, Taylor Design
RATIO logo

We are less than a week into implementing Guardian, not even fully deployed yet, and we are already seeing benefits.

Tom Kemp
Tom Kemp
Senior Assocaite/BIM Specialist, RATIO

Seamless Implementation, Powerful Results

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