The best onboarding experiences should feel less like a process and more like the start of a new relationship, when stakeholders on both sides are fully engaged and invested in its success.
Axiom Human Resources Solutions wanted to make their client onboarding process more consultative, empowering their clients to manage tasks independently and check in when they had questions.
Using Setuply’s client onboarding software, Axiom worked with their clients to redefine traditional onboarding. Here’s how.
Centralized data management is crucial for effective onboarding. Setuply’s platform centralized all onboarding data, making it easily accessible to all appropriate team members. For Axiom, this streamlined information across various tools used in the onboarding process, ensured nothing gets lost.
A key aspect of Axiom’s transformation was the clear definition of roles and responsibilities. Setuply’s solution enabled Axiom to outline specific roles and tasks within the client onboarding process, ensuring that each team member knew who was responsible for each aspect of the project. This clarity allowed for precise tracking of project progress and ensured that every part of the process was covered.
The transition from contract signing to client kick-off is a critical phase in the onboarding process. Axiom addressed this by providing a structured framework for seamless transitions with Setuply. Axiom used the software to capture critical client information and ensure effective communication during handoffs. Standardized forms, checklists, and automated reminders reduced the risk of essential details slipping through the cracks, ensuring a smoother client kick-off.
With Setuply, Axiom managers gained real-time visibility into task completion. This visibility allowed them to identify bottlenecks, track progress, and ensure tasks were completed on time. Knowing who was responsible for what and when enabled quick adjustments and resource reallocations, keeping the onboarding process on track and enhancing overall efficiency.
Despite having robust processes and technologies, there are always instances where team members may fall behind. Setuply recognized the importance of timely human intervention. The platform provided alerts and notifications for overdue or at-risk tasks, allowing managers to promptly address issues. This blend of automation and human touch helped Axiom maintain high standards of performance and support within the onboarding team.
Axiom Human Resources Solutions demonstrated that a well-structured onboarding process is essential for delivering a seamless and satisfying client experience. Setuply’s comprehensive platform provided Axiom clear workflows, real-time tracking, centralized data, and structured, repeatable processes. With Setuply, Axiom embraced more efficient, purpose-built technology, saving their team time. Setuply stands out as a powerful solution for ensuring that every is accountable and empowered to complete every task efficiently. The lessons learned from Axiom’s approach can serve as a valuable guide for organizations looking to improve their onboarding processes and deliver exceptional client experiences.
Is your organization ready to transform its client onboarding process? Check out the full Axiom case study, or, if you’re ready, schedule a demo to see how Setuply can help your business achieve similar success.