Rolling out Heidi across your organisation? This video gives you an overview of how an enterprise deployment works — from initial planning through to full organisational rollout.
Sabine, from Heidi's Customer Success team, walks through what to expect at each stage of the process:
Pilot planning — starting with a small group of users to gather feedback, configure templates, and ensure your regulatory policies are in place before a wider rollout
Global admin setup — configuring organisational settings including session retention policy, SSO, and multi-factor authentication
Team allocation — how Global Admins manage users across teams and departments within the organisation
Phased rollout — moving from a pilot group through staged phases until Heidi is live across the whole organisation
Security and compliance — how Heidi's team works directly with your compliance team to ensure all policies, data handling, and security frameworks meet your organisational requirements