客戶導入

osop_version: "1.0"
id: "customer-onboarding"
name:"客戶導入"
description:"售後客戶導入流程，從合約簽署、帳號設定、訓練到達成首個里程碑價值。"

nodes:
  - id: "contract_signed"
    type: "human"
    subtype: "input"
    name: "合約簽署"
    description: "客戶簽署合約，並由業務團隊移交至客戶成功部門。"

  - id: "account_setup"
    type: "system"
    subtype: "action"
    name: "帳號設定"
    description: "系統建立租戶、建立管理員帳號並設定整合功能。"

  - id: "welcome_call"
    type: "human"
    subtype: "input"
    name: "歡迎通話"
    description: "客戶成功經理進行啟動電話，確認目標與時程。"

  - id: "training_sessions"
    type: "human"
    subtype: "input"
    name: "訓練課程"
    description: "客戶成功經理分多次向終端使用者提供產品訓練。"

  - id: "first_value"
    type: "human"
    subtype: "review"
    name: "首個里程碑價值"
    description: "客戶使用產品達成其第一個定義的成功指標。"

  - id: "success_review"
    type: "human"
    subtype: "review"
    name: "成功檢視"
    description: "客戶成功經理與客戶回顧成果、設定下一階段目標，並轉入穩定運營狀態。"

edges:
  - from: "contract_signed"
    to: "account_setup"
    mode: "sequential"
  - from: "account_setup"
    to: "welcome_call"
    mode: "sequential"
  - from: "welcome_call"
    to: "training_sessions"
    mode: "sequential"
  - from: "training_sessions"
    to: "first_value"
    mode: "sequential"
  - from: "first_value"
    to: "success_review"
    mode: "sequential"
  - from: "training_sessions"
    to: "welcome_call"
    mode: "conditional"
    when: "customer_needs_rescope == true"
    label: "Rescope onboarding goals"