--- title: "Daymi: Onboarding and Support" description: This articles explains how onboarding is designed to minimize any legwork for the client and how we've designed our support with a response time of less than 2 minutes image: https://daymi.co/hubfs/Old%20WP-site/Backgrounds/article-banner@2x.jpg --- [Skip to content](https://daymi.co/resources/daymi-onboarding-and-support#main-content) Close - [Product](https://daymi.co/solutions) - [About us](https://daymi.co/about) - [Resources](https://daymi.co/resources) - [Success stories](https://daymi.co/success-stories) - [Contact us](https://daymi.co/contact-us) - [Sign in](https://app.strivr.io/) [Book a demo](https://daymi.co/explore) [![Daymi_Logo_Horizontal-White](https://daymi.co/hubfs/Daymi_Logo_Horizontal-White.svg)](https://daymi.co/)[![Daymi_Logo_Horizontal-White (1)](https://daymi.co/hs-fs/hubfs/Daymi%20Logos/Daymi_Logo_Horizontal-White%20(1).png?width=240&height=50&name=Daymi_Logo_Horizontal-White%20(1).png)](https://daymi.co/) - [Product](https://daymi.co/solutions) - [About us](https://daymi.co/about) - [Resources](https://daymi.co/resources) - [Success stories](https://daymi.co/success-stories) - [Contact us](https://daymi.co/contact-us) - [Sign in](https://app.strivr.io/) [Book a demo](https://daymi.co/explore) ![](https://daymi.co/hs-fs/hubfs/Old%20WP-site/Backgrounds/article-banner@2x.jpg?width=300&name=article-banner@2x.jpg) [Carl-Fredrik Svensson](https://daymi.co/resources/author/carl-fredrik-svensson)Feb 17, 2026 8:13:03 am3 min read # Daymi: Onboarding and Support [Previous](https://daymi.co/resources/webinar-daymi-osmo-partners-real-time-oversight) > *“*Instead of asking the client to build everything in Daymi themselves, we do the heavy lifting and set up the first version. The client sends us unstructured material, and we turn it into a structured control environment within a few days.*” *   We’re often asked how we help clients get started with Daymi and how we support them over time. This article walks through our onboarding process and explains how we’ve designed our support.   **The challenges of buying and implementing new software** When you buy new software, the biggest risk is rarely whether it works. It’s whether you ever manage to implement it properly. At Daymi, we often come across tools that would improve our internal operations and are fairly priced. Then we realize what it actually takes to migrate to a new platform, change the way we work, or adapt our data to a new structure. All of this has to be done while we run our day-to-day operations. Over the years, as we’ve sold Daymi to Ops, Middle Office, Compliance, Finance, Cash Management and many other teams, we’ve seen the same problem again and again: time. Running a full implementation project every time you introduce a new tool from scratch simply isn’t realistic. Daymi is easy to use and doesn’t require complex integrations. Still, setting up controls properly, moving from scattered checklists and procedure documents into a structured system, and making sure it’s designed in a way that won’t break six months later - that matters. It doesn’t necessarily take a lot of time in pure configuration hours, but in thinking, structuring and understanding how the platform should support your processes. So we decided to remove that burden from the onboarding process.   **The onboarding process** Instead of asking the client to build everything in Daymi themselves, we do the heavy lifting and set up the first version. The client sends us unstructured material, and we turn it into a structured control environment within a few days.   *What our client usually sends us:* - Checklists - Control matrices - Ops manuals - Procedure documentation - Task lists from generic task managers - Flowcharts We start with an initial assessment. We identify key controls, map procedure documents to the relevant tasks, and review how the team actually works. Does the client need a granular task structure, or a more control-focused setup? After implementing Daymi more than 75 times, we apply clear best practices around structure, grouping, execution logic and oversight. Based on that assessment, we build a first working version. When the client begins onboarding, they can already see their own business reflected in Daymi, not an empty dashboard. That allows us to focus on training users, refining the structure and making sure the client can take ownership. Quickly, Daymi is ready both for daily operations and for use in audits, ODDs or regulatory reviews.   > "We believe you get the most value out of a system when you can ask questions without restrictions or lead times. From day one, we’ve had support built-in to the app. Every user can ask questions - and get a reply within less than 2 minutes from one of us, not a bot."     **Support and day-to-day usage** We’ve invested heavily in making he platform intuitive. We use many tools ourselves and know how frustrating it is when you need to find out how to do something and you - get stuck with a support-bot which doesn’t understand anything at all, trying to sign-up for a support-portal and then filing a ticket and receiving 10 emails with me ticket-id before I get a generic response. We believe you get the most value out of a system when you can ask questions without restrictions or lead times. From day one, we’ve had support built-in to the app. Every user can ask questions - and get a reply within less than 2 minutes from one of us, not a bot. We’ve built Daymi to be easy to use, but sometimes we fail - and then we make sure to be there to help or guide you when needed. No ticket portals, telephone-queues or trying to by-pass ai support bots in order to get a proper answer.   Want to know more? Send an email to Kestutis, our Customer Success Manager, at [kestutis@daymi.co](mailto:kestutis@daymi.co) #### [Carl-Fredrik Svensson](https://daymi.co/resources/author/carl-fredrik-svensson) CEO and Co-founder of Daymi. 10+ years experience in various Operations and IT-roles. [mailto:carl@daymi.co](mailto:carl@daymi.co) ## RELATED ARTICLES ![Daymi_Logo_Vertical-White](https://8559766.fs1.hubspotusercontent-na1.net/hub/8559766/hubfs/Daymi%20Logos/Daymi_Logo_Vertical-White.png?width=141&name=Daymi_Logo_Vertical-White.png) - [Product](https://daymi.co/solutions) - [Product](https://daymi.co/solutions) - [Success stories](https://daymi.co/success-stories) - [FAQ](https://daymi.co/faq) - [Company](https://daymi.co/about) - [About us](https://daymi.co/about) - [Resources](https://daymi.co/resources) - [Contact us](https://daymi.co/contact-us) © 2025 Daymi - All rights reserved. - [Privacy Policy](https://daymi.co/privacy-policy) - [Terms and Conditions](https://daymi.co/terms-conditions) ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "", "addressLocality" : "Stockholm", "addressRegion" : "Sweden", "postalCode" : "", "streetAddress" : "Medborgarplatsen 3" }, "knowsLanguage" : "en", "logo" : { "@type" : "ImageObject", "url" : "https://8559766.fs1.hubspotusercontent-na1.net/hubfs/8559766/Daymi_Logo_Horizontal-01-1.png" }, "name" : "Daymi", "url" : "https://daymi.co/resources/daymi-onboarding-and-support" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "abstract" : "This articles explains how onboarding is designed to minimize any legwork for the client and how we've designed our support with a response time of less than 2 minutes", "author" : { "@type" : "Person", "name" : "Carl-Fredrik Svensson" }, "dateModified" : "February 17, 2026 7 AM", "datePublished" : "February 17, 2026 7 AM", "headline" : "Daymi: Onboarding and Support", "image" : "https://8559766.fs1.hubspotusercontent-na1.net/hubfs/8559766/Old%20WP-site/Backgrounds/article-banner@2x.jpg", "inLanguage" : "en", "keywords" : "[Daymi]", "mainEntityOfPage" : { "@type" : "WebPage" }, "name" : "Daymi: Onboarding and Support", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://8559766.fs1.hubspotusercontent-na1.net/hubfs/8559766/Daymi_Logo_Horizontal-01-1.png" }, "name" : "Daymi" }, "text" : "“Instead of asking the client to build everything in Daymi themselves, we do the heavy lifting and set up the first version. The client sends us unstructured material, and we turn it into a structured control environment within a few days.” We’re often asked how we help clients get started with Daymi and how we support them over time. This article walks through our onboarding process and explains how we’ve designed our support. The challenges of buying and implementing new software When you buy new software, the biggest risk is rarely whether it works. It’s whether you ever manage to implement it properly. At Daymi, we often come across tools that would improve our internal operations and are fairly priced. Then we realize what it actually takes to migrate to a new platform, change the way we work, or adapt our data to a new structure. All of this has to be done while we run our day-to-day operations. Over the years, as we’ve sold Daymi to Ops, Middle Office, Compliance, Finance, Cash Management and many other teams, we’ve seen the same problem again and again: time. Running a full implementation project every time you introduce a new tool from scratch simply isn’t realistic. Daymi is easy to use and doesn’t require complex integrations. Still, setting up controls properly, moving from scattered checklists and procedure documents into a structured system, and making sure it’s designed in a way that won’t break six months later - that matters. It doesn’t necessarily take a lot of time in pure configuration hours, but in thinking, structuring and understanding how the platform should support your processes. So we decided to remove that burden from the onboarding process. The onboarding process Instead of asking the client to build everything in Daymi themselves, we do the heavy lifting and set up the first version. The client sends us unstructured material, and we turn it into a structured control environment within a few days. What our client usually sends us: Checklists Control matrices Ops manuals Procedure documentation Task lists from generic task managers Flowcharts We start with an initial assessment. We identify key controls, map procedure documents to the relevant tasks, and review how the team actually works. Does the client need a granular task structure, or a more control-focused setup? After implementing Daymi more than 75 times, we apply clear best practices around structure, grouping, execution logic and oversight. Based on that assessment, we build a first working version. When the client begins onboarding, they can already see their own business reflected in Daymi, not an empty dashboard. That allows us to focus on training users, refining the structure and making sure the client can take ownership. Quickly, Daymi is ready both for daily operations and for use in audits, ODDs or regulatory reviews. \"We believe you get the most value out of a system when you can ask questions without restrictions or lead times. From day one, we’ve had support built-in to the app. Every user can ask questions - and get a reply within less than 2 minutes from one of us, not a bot.\" Support and day-to-day usage We’ve invested heavily in making he platform intuitive. We use many tools ourselves and know how frustrating it is when you need to find out how to do something and you - get stuck with a support-bot which doesn’t understand anything at all, trying to sign-up for a support-portal and then filing a ticket and receiving 10 emails with me ticket-id before I get a generic response. We believe you get the most value out of a system when you can ask questions without restrictions or lead times. From day one, we’ve had support built-in to the app. Every user can ask questions - and get a reply within less than 2 minutes from one of us, not a bot. We’ve built Daymi to be easy to use, but sometimes we fail - and then we make sure to be there to help or guide you when needed. No ticket portals, telephone-queues or trying to by-pass ai support bots in order to get a proper answer. Want to know more? Send an email to Kestutis, our Customer Success Manager, at kestutis@daymi.co", "url" : "https://daymi.co/resources/daymi-onboarding-and-support", "wordCount" : "932" } ```