Onboarding World 2024 sparked a wave of ideas, solutions, and connections across every part of client onboarding! Offering value at every level, from seasoned practitioners to those eager to transform their client journeys, this first-of-its-kind conference featured three unique tracks—Explorer, Practitioner, and Innovator. Attendees left with actionable strategies to enhance their onboarding processes and push the boundaries of client success.
Here are some of the most impactful sessions from each track. From fundamental strategies to tech-driven innovations, these highlights capture the essence of Onboarding World.
Payroll and HR solutions provider Inova shared their high-impact transformation through Setuply, optimizing their sales-to-implementation handoff with streamlined CRM and quoting system integrations. By uniting sales and onboarding teams, Inova has maintained an impressive 5% revenue projection accuracy at the start of each month. With alignment across all departments and a unified process that keeps implementation teams on track, they increased started projects by 69% year-over-year—all with just an 11.4% increase in headcount/budget.
To learn more about Inova’s success with Setuply, see this case study.
CheckmateHCM’s leap from manual project management to Setuply-driven excellence was a highlight. In 2020, the HCM solutions provider relied on a combination of disconnected single-point solutions for client management. Fast forward to 2024, with Setuply’s solutions in place, a single lead implementer now executes projects in just 30 hours per week—delivering 2-3 times the output of the 2020 team.
We’ve got a case study highlighting our work with CheckmateHCM, too. Take a look!
This session compared two approaches to onboarding—client-driven vs. proactive, company-led frameworks. In a traditional "Go-Live" approach, the client drives the onboarding process, from setting meeting agendas and timelines to defining milestones independently. "Onboarding for Success" empowers your team to guide agendas, timelines, and milestones, ensuring each step delivers maximum value and sets clients up for long-term success from the get-go.
See our best practices guide for successfully onboarding new clients.
This AI-focused session revealed how, by leveraging generative AI, onboarding reps can quickly gather industry-specific insights, information about competitors, and customized onboarding strategies, enabling more targeted client support. AI further enhances process development by analyzing historical data to identify improvement areas and sharing suggestions to streamline workflows. Setuply’s integration of predictive analytics and machine learning powers automated task handling, personalized client journeys, and real-time bottleneck detection, empowering reps to proactively resolve potential delays.
Learn more about how AI fits into the future of client onboarding by tuning in to this webinar.
Attendees in this session learned actionable change management strategies to help clients seamlessly adopt new processes and technologies. Setting clear expectations is key, as it addresses natural resistance to change and supports a shift in mindset. While rewarding early adopters, who are often allies in change, so they’re encouraged to help others embrace the change, the “crawl, walk, run” method offers a more gradual path for late adopters. Starting with more straightforward tasks and gradually increasing complexity can help them build confidence at a manageable pace.
For more strategies on how to support effective change management, see our blog post.
This session addressed the critical need for cohesive client experiences, spotlighting challenges like fragmented communication, inconsistent service levels, and uncoordinated handoffs. Attendees took away strategies for aligning onboarding, sales, and client success teams, including maintaining a single source of truth for client data, with designated leads responsible for accuracy at each stage, and aligning communication styles across departments. Companies that implement these best practices see improvements in client satisfaction, retention rates, and faster revenue recognition, creating a win-win for clients and teams alike.
Is there room for improvement in your sales-to-implementation handoff? Tune in to this webinar for insights and strategies.
A powerful roadmap for managing rollout risks, this session emphasized identifying potential pitfalls early—from resource constraints to miscommunications. By creating a risk matrix and building flexibility into timelines, teams can adapt swiftly to unexpected changes. Meanwhile, empowering clients to actively participate in risk management also strengthens their role in the rollout’s success, giving them tools to address issues independently. This collaborative, structured approach aligns both teams toward shared goals, creating a more resilient and effective rollout experience.
Learn more about how a good rollout plan elevates the client onboarding experience.
This session showcased Setuply’s Data Repository as a game-changer for managing large volumes of client data. Setuply’s Data Repository enables organizations to collect, store, and process essential information within one cohesive system, offering customizable configurations that adapt to each client’s unique needs. Automated connections between data collection elements—such as Setuply’s Data Forms, PDFs, and third-party integrations—streamline workflows and boost efficiency. The repository is ideal for use cases like discovery data collection, securing e-signatures, and managing complex data tables for migrations.
Take a closer look at how Setuply’s Data Repository revolutionizes data management.
As spotlighted in this session, Setuply’s Certification Program takes users from novice to expert through immersive, self-paced modules packed with hands-on experience. With three certification levels—Introductory, Foundations, and Advanced—the program boosts user proficiency and productivity while providing credentials that validate their expertise. Certified professionals have access to a thriving community of Setuply experts for ongoing support and resources.
Interested in learning more about the Setuply Certification Program? This blog post has everything you need to know to get started.
Can’t wait for the next wave of insights and connections? Get ready for Onboarding World 2025, where even more learning opportunities and innovations await!
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