Onboarding
Onboarding
Our onboarding solution automates task creation tailored to your specific services and criteria, ensuring a seamless onboarding experience.
With built-in dependencies and timelines, our solution allows you to add, remove, or update onboarding tasks dynamically in just seconds. This flexibility is invaluable for end users, making the onboarding process more efficient and hassle-free!
Why?
This solution was developed in response to a client’s request for a more dynamic onboarding process. They wanted the ability to set task dependencies and easily reorder tasks without needing to navigate through native features or rename existing tasks.
In response, we created a premium onboarding solution that allows users to effortlessly adjust timelines. If any part of the onboarding process is delayed, the timeline for all related tasks automatically adjusts, saving time and reducing manual effort.
Our initial client was thrilled with this flexibility and greatly appreciated the streamlined experience!
Benefits
Automated Task Creation: Automatically generate the right tasks based on your specific services or criteria, reducing manual setup and ensuring consistency across the onboarding process.
Flexible Task Management:
Easily add, remove, or reorder tasks within the onboarding workflow, allowing for quick adjustments without navigating complex features or renaming tasks.
Dynamic Timeline Adjustments:
Automatically adjust timelines for all dependent tasks when changes occur, ensuring the onboarding process stays on track without manual recalibration.
Improved Efficiency and Time Savings: Streamline the onboarding process by minimizing manual input and reducing administrative overhead, allowing your team to focus on higher-value activities.
Enhanced User Experience:
Provide a more intuitive and responsive onboarding experience, which improves client satisfaction and enhances your reputation for offering premium services.
How it works
01. Won Deal
When a new deal is closed, our solution automatically identifies the appropriate tasks based on the specific services or criteria you provide. We then create a new item and seamlessly connect it to the company, contacts, and more.
Alternatively, you can manually set up a new onboarding client using a straightforward form.
02. Creating Onboarding Tasks
Once the item is created, our system automatically generates the appropriate tasks, complete with dependencies and timelines.
This fully automated process ensures that all onboarding steps are scheduled and coordinated efficiently, saving time and reducing manual effort.
Easily Create or Update Onboarding Templates
Effortlessly create or update onboarding templates to match your evolving needs.
Our solution allows you to customize templates with specific tasks, set the order of tasks, establish dependencies, and define timelines.
This ensures that your onboarding process remains flexible and perfectly aligned with your unique service offerings.
Talk about onboarding and other solutions with me
Eddie Blomkvist
Implementation Consultant
eddie@solosap.com