Top 4 Keys For Successful and Adaptive Onboarding Tools in 2021



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Ask any gardener specialist for various plants for your garden, and they’d tell you there’s no affirmative answer. So instead, they’d ask for the location: outdoor? Indoor? or a balcony? Next, they’d suggest suitable plants depending on the amount of sunlight, quality of water, soil-landscape following how much labor you’re willing to put in. 

Onboarding tools are a lot like gardening. Every user you acquire comes with a different level of industry awareness, tech-savviness, and knowledge of their pain points. Therefore, as the expert, you need to tailor collaboration software, best recommendations, communication plans, etc.  

Meet customers where they are

Most companies see new employees check out during onboarding. It doesn’t take experts to understand that separation will likely lead to dropping. You can’t expect a customer at the elementary level to go to the expert level after completing the onboarding. 

A better understanding helps you to identify a realistic target and help them hit. At Rocketlane, we get them used to our “power” features like documents templates, advanced integrations, and time tracking. 

Each customer you acquire comes with a different level of industry templates, advanced integrations, and time tracking. 

If the team has been using spreadsheets and worksheets, employers can familiarize the employees with the basic framework before commencing to advanced levels.  

Customer Collaboration 

Planning and integrating onboarding solutions should not be a one-sided affair. Instead, execution should enable better customization and help achieve better results. In addition, the division of responsibility will result in adaptive onboarding that is manageable with mid- course-course corrections. 

In a workplace environment, user onboarding software should allow careful planning, ongoing communication, and a secure records system. 

For example, in a SaaS HRMS tool, you could be dealing with different users with extensive experience and knowledge. Other customers may have no clue where to start their integration of the HRMS tools. 

Standardizing Repetitive procedures

While tailoring onboarding per each customer’s requirement is critical, identifying repeatable processes and efficient content streamlines your onboarding process. Standardized repetitive procedures and content require several competencies for repository documents and details. With a centralized system, users can easily assess their results with careful metrics and measurements.

And this is possible only with seamless onboarding solutions.   

Once the users optimize the processes and manage documents, they can eventually make fine-grained adjustments to major transitions. 

Myriad Accessibility 

An organization has several employees responsible for different responsibilities. The right onboarding solutions enhance the productivity of desk-based in-house employees to other employees working in warehouses. If you don’t tailor onboarding tools to understand each user, you can end up with a larger communicative gap than before. 

Therefore, cellular devices, tablets, laptops, and shared desktops are of fundamental importance today when selecting communication tools. 

Wrapping Up 

The onboarding experience of your user is the make or break factor for further integration within your business. Onboarding tools drive customers’ success and engagement with the best possible start. Start by understanding their needs and work towards crystallizing your onboarding goals together. 

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