C-Suite Agenda

The 3 C’s of Software Onboarding

Onboarding is a fundamental process which centers on hiring within a business, such as employees. However, onboarding is a complex process which is in fact usually mixed with the concept of orientation too. What differentiates onboarding from other terms, such as orientation, is that onboarding is a long process that doesn’t occur once and also has a specific role within the business to be achieved.

Also, onboarding encompasses many features that can enhance and boost business efficiency from software onboarding to strong communication, etc. While onboarding is a big area to dig into, it is additionally important to see the benefits of what onboarding can bring to your business. As a result, let’s engage with the onboarding process, its benefits, the 3 C’s associated with the term, and so much more to see what this term actually means.

What does an onboarding process mean?

Onboarding process is a term utilized in the form of employee onboarding and is a crucial concept, because hiring is time-consuming and a complex means to accomplish. Therefore, it is essential to be successful in implementing employee onboarding. However, the important question is how?

There are many ways to be great and efficient in employee onboarding, but here are a few ways to fully achieve the process.

  • Step 1: New Employee Recruitment: The initial step focuses on providing the employee with a strong and clear understanding of the role within the business, such as aims, other employees, values, etc.
  • Step 2: Prepare for Training: Training is a core part of the onboarding process and prepares for the employee to be ready for the long run too. An employer can achieve this by assigning tasks or putting out daily routines for the employee.
  • Step 3: Introduce to the Team Members: Preparing the employee and assisting them is a must, therefore it is important to introduce the employee to key staff and departments for a great onboarding experience.
  • Step 4: Implement a Follow-Up: It is always fundamental to administer a follow-up with the employee, because analyzing and evaluating the environment will help not only the employee, but your business.

How to enhance the onboarding process?

First of all, onboarding processes can be difficult to execute, especially with digitalization. In fact, according to Gartner Research over 82% of businesses present some type of formal onboarding program in the digital era. What this particular research suggests is that onboarding processes cannot be overlooked or underestimated, because with such demands displays that there is need for this process and hiring means. But, how can the onboarding process be enhanced into a better manner?

The answer is actually really simple, which is with software onboarding. Software onboarding is a crucial process which adapts and evolves according to the digital era by taking into consideration the needs of digitalization, such as limitations of working in an office to becoming paperless, etc. In addition, this vital process of software onboarding is implemented when new employees or users adopt software into their daily work routines.

All of these enhancements are integrated with software onboarding and are also made effective with Walkme which takes into account all the problems that businesses face and presents great user experience too with digital adoption platform where onboarding is made possible with strong and paperless workflows.

Advantages of Implementing Software Onboarding

Software onboarding like its name suggests concentrates on software, but what are the benefits to executing such a process to a business and how can it help the business grow and improve. Well, software is the new outlook of this era and has brought various gains for businesses and this is also the case with software onboarding.

For example, if your business acquires software onboarding as its onboarding process it can become more efficient and effective. What this means is that your business will invest in less time-consuming events and cases, especially in terms of recruiting because with software your business’s information will be fully automated and running paperless which certainly saves time. Also, software onboarding improves customer retention, due to it creates better onboarding journeys with productivity and satisfaction. Software onboarding also brings a positive environment, because software onboarding is accessible at any time and any place with data that creates an easier and smooth user experience.

The 3 C’s of Digital Onboarding

The current digital age and the future expects a lot from businesses which is clear with digital onboarding as well. However, with the 3 C’s this engagement will become less severe and eased out effectively. Now, let’s get into the 3 C’s of digital onboarding.

  • Communication: Software plays a core role in communication within the digital era, because it provides flow of information and data on the go and allows integration too. Some tools include: emailing, phones, messaging, etc.
  • Collaboration: Collaboration and interaction is fundamental for businesses to develop and evolve, because collaboration helps teams and employees work in harmony to develop new ideas and processes.
  • Connection: Connection is the last C of digital onboarding and is essential, because connectivity is core in the digital era, especially with remote work. Connection can be delivered in the form of automation, remote access, wifi, and so much more.

Software onboarding is a great way to overcome the challenges that digitalization has brought, such as working in a remote environment to become paperless. With software onboarding, onboarding processes can become more efficient and less time-consuming with the important features of the process itself from automation to customer retention.

Although software onboarding is difficult at first, after understanding and seeing the strong benefits of the process your business will question why they haven’t adopted this system before. Software onboarding is not only today’s process and needs, but also the future will demand this important outlet to become better, faster, and easier.


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Anna Papadopoulos
Anna Papadopoulos is a senior money, wealth, and asset management reporter at CEOWORLD magazine, covering consumer issues, investing and financial communities + author of the CEOWORLD magazine newsletter, writing about money with an enthusiasm unknown to mankind. You can follow CEOWORLD magazine on Twitter, Facebook, Instagram, or connect on LinkedIn for musings on money, wealth, asset management, millionaires, and billionaires. Email her at info@ceoworld.biz.