← Back to overview Client onboarding — super admin
Change manager Sponsor Programme Onboarding
Super admin
VS
Veronique Stone
Admin
Onboarding
All clients
All users
Settings
Billing
Platform
New client setup — Northgate Solutions In progress
Organisation
Deployment
3
Users & roles
4
First programme
5
Handover
STEP 1 — ORGANISATION Done
NameNorthgate Solutions
IndustryFinancial services
TypeSelf-service tenant
CountryUnited Kingdom
STEP 2 — DEPLOYMENT Done
ModeCloud SaaS
PlanProfessional
BillingAnnual · £4,800/yr
Data regionEU (London)
Step 3 — Users & roles Current step
VS
Veronique Stone
veronique@vectorchange.io
Change consultant Active
PR
Priya Ramaswamy
p.ramaswamy@northgate.co.uk
Org admin Invite sent
DW
David Walsh
d.walsh@northgate.co.uk
Change manager Invite sent
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Add another user
Step 4 — First programme Locked until step 3 complete
Create the client's first change programme, define the change scenario, and import any existing stakeholder data.
Step 5 — Handover & go-live Locked until step 4 complete
Send welcome emails, confirm billing, run client walkthrough, and mark onboarding complete.
All onboardings 3 clients
Acme Ltd
Completed 3 Jan 2025 · Cloud SaaS · Consultant-managed
Complete
Northgate Solutions
Started 18 Jun 2025 · Cloud SaaS · Self-service · Step 3 of 5
60%
Meridian Group
Enquiry received · Self-hosted deployment requested · Awaiting contract
Pending