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In my previous articles, I have primarily focused on HR use cases, particularly onboarding and offboarding. However, the principles and processes involved in onboarding are not confined to HR alone; they can be extended to various adjacent use cases such as customer onboarding, vendor onboarding, and more. This blog aims to explore these broader applications, using the familiar framework of new hire onboarding to highlight the similarities and differences when it comes to customer onboarding.
At a high level, onboarding—whether for new hires, customers, or vendors—follows a similar structure comprising three main components:
Let’s delve deeper into these components using both new hire and customer onboarding scenarios.
Triggering Event: A new employee is hired.
Action Steps:
Automation:
Triggering Event: An opportunity is marked as “closed won” in Salesforce or Hubspot.
Action Steps:
Automation:
New Customer Onboarding:
Vendor Onboarding:
KYC for Financial Services:
Clear and Proper Rules for Event Triggers: Ensure that the events triggering onboarding processes are well-defined and consistently applied.
Personalized and Tailored Tasks: Customize onboarding tasks to fit the specific needs and profiles of customers or employees.
Automation: Leverage automation wherever possible to reduce manual effort and increase efficiency.
The foundational onboarding processes set the stage for integrating advanced AI tools like Atlassian Rovo. AI can further enhance onboarding by:
The future is indeed bright with AI, offering endless possibilities to make onboarding more efficient, personalized, and impactful.
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