What is a Copia Health Check?

A Copia "Health Check" meeting and evaluation is an assessment of how well a customer is utilizing the product. The purpose is to ensure the customer is achieving their desired outcomes and to identify areas for improvement. 

The process consists of 3 major areas of focus, described below:

1. Customer Process - discussion and review
   1. During this step, the customer will be given time to discuss their process, including standard operating procedures, roadblocks and feature requests.  A discussion around these items will then occur, with Copia experts providing feedback and suggestions, while logging requests.
2. Bug, Suggestion and Feature Overview
   1. During this section, Copia will review the list the currently open bugs and suggestions the user has submitted.  Status updates will be provided, if they are available.  In addition, Copia will provide additional information about any new features that may provide significant value to the user.
3. Product Usage Assessment
   1. Based a pre-meeting analysis of the Customers Copia Organization, a Copia Product Success resource and Customer Success Manager will review the systems current state, and recommendations for improvement.  This will be broken into 4 sections:
      1. Repository Organization
      2. User/Team Organization
      3. Workflow
      4. Metrics

In conclusion, the customer will receive a Copia Health Check report, including all discussed topics, and recommendations.  

By conducting regular health checks, customers can ensure they are getting the most out of their investment, addressing issues proactively, and continually aligning the product’s usage with their evolving business goals.