Onboarding, migration and support
Matrix Req onboarding that gets your team working
Hands on sessions with a Matrix Req specialist, help moving what you already have in Word, Excel or another tool, and support for your whole subscription.
FAQ
Matrix Req onboarding questions
01How long does Matrix Req onboarding take?
Teams that already know an ALM tool are often productive within a few days. The onboarding sessions themselves usually run over a few weeks, and with a full data migration package most teams are up and running on Matrix Req in less than two months. How much data you bring, and how clean it is, makes the biggest difference.
02What should we prepare before onboarding starts?
Choose the first project you want in Matrix Req, gather the documents and exports you want to bring in, and decide who will administer the tool. That is enough for the first session.
03Who from our team should join the sessions?
The person who will administer Matrix Req should join every session. Bring the engineers and quality leads who will use it daily to the hands on and follow up sessions, since that is where the configuration gets adjusted to how they work.
04What is the difference between Lite and Basic onboarding?
Lite is for a team starting from a blank project: training, Q&A and risk configuration, with no data import. Basic adds help importing your Excel and Word files, customisation of the project structure, up to two risk configurations from marketplace templates, and some document customisation during onboarding.
05Can you migrate us from another requirements tool and keep our traceability?
Yes. The Premium package covers a full migration from Jama, Polarion, Jira, Excel and other legacy systems, and your trace links come across with the items.
06Is support included in the Matrix Req subscription?
Yes. Support covers help with supported versions of Matrix Req and how to use them until your subscription ends, through Matrix Mind, the in product ticket widget and email. Custom work is available as a separate consulting package. The details are in our support policy.
07We will have most of our questions after we start using it. What then?
That is normal, which is why every package includes change request assistance after migration, from 3 months on Lite and Basic to 12 months on Premium, on top of standard support.
See how your own documents would come across
Bring a requirements spreadsheet or a Word specification to the demo and we will show you what it looks like in Matrix Req.















































































