Agree on What Success Looks Like
Implementing Gridly is simple, with onboarding resources and an experienced success team to help you:
Establish a single source of truth for multilingual content and related metadata
Build localization workflows that reduce manual work
Set up linguistic assets to improve efficiency and quality
Integrate with your favorite tools and pipelines
Enable your team and partners to collaborate productively from day one
Pre-Implementation Planning
Let's set the stage for implementation. Planning helps you map out your content, localization needs, teams, and tools. It ensures your setup reflects your processes and supports smoother adoption.
Content
- Define the content types you plan to localize or manage
- Estimate content volume
- Identify how frequently content will be updated
Localization
- Specify target languages and locales
- Identify translation providers (in-house, agencies, or AI translation)
- Review existing linguistic assets (glossaries, translation memories)
- Determine QA requirements for translations
Team
- Define internal roles and responsibilities
- Consider authentication needs such as SCIM or SSO/SAML
- Plan for collaboration with external stakeholders
Tools
- Review systems that handle content, translations, or related assets
- Gather requirements for connecting these systems
- Identify available file formats and research integration options
Turn Planning into Action with a Personalized Demo
Book a demo with a customer success manager to explore the recommended setup and see how your workflows map into Gridly.
From Setup to Go-Live in 6 Steps
The implementation phase is where you put Gridly into action. Connect your tools to a secure workspace, move content smoothly, and collaborate efficiently with your team.
Configuring your Gridly account
Set up a secure workspace tailored to your needs, giving your team a clear structure to confidently manage multilingual content from the start.
- Sign up & create your company workspace
- Start a new project and create Databases, Grids, and Categories
- Secure your account with 2FA, SSO/SAML, password policies, or IP restrictions
Tip: Explore the hierarchy of elements available in Gridly modules
Connecting your existing tools
Leverage existing integrations to enable seamless content flows and save effort on building them from scratch:
- Out-of-the-box add-ons
- Ready-made connectors
- API endpoints & Webhooks
- SDKs & Lambda functions
Tip: Check out available add-ons and GitHub repositories
Setting up localization workflows & linguistic assets
Establish an efficient localization pipeline by setting up views, dependencies, TMS workflows, and QA rules. Import and configure translation memory, glossaries, tags, and non-translatables.
- Create views and dependencies
- Set up TMS workflows & QA rules
- Configure linguistic assets
Tip: See Gridly’s QA errors reference guide
Content migration & testing
Bring your existing content into Gridly to create a centralized content hub. Use branches for testing and preparation, and take advantage of the wide range of supported file formats.
- Import existing content
- Create test branches to simulate workflows
- Validate backups and recovery options
Tip: Check out the complete list of supported file formats
Setting up access & onboarding users
Provide the appropriate access, resources, and training so project managers, translators, and reviewers can focus on their tasks without confusion or bottlenecks.
- Define user groups, roles, and privileges
- Send invitations to team members
- Provide short training sessions and share Gridly help resources
Tip: Explore default roles and their permissions
Going live
Celebrate your launch and start reaping the benefits: less manual work, faster turnaround times, and localized experiences that reach your audience with impact.
- Announce a go-live date
- Monitor your first live projects closely
- Celebrate milestones with your team
How Implementation Looks in Practice
Every team’s setup looks a bit different, but most reach full implementation within days or weeks. Check out how companies of different sizes made the switch.
