Wat is Digital Onboarding? | 10 nuttige stappen om it wurk te meitsjen

Wy binne yn in perioade wêryn digitale kommunikaasje in hieltyd mear frege opsje is, en nettsjinsteande it langstme nei minsklike ynteraksje, hat it wat positive útkomsten.

One of these was the improvement in companies' digital capabilities, as they were compelled to transition their operations online and maintain efficiency.

Hoewol persoanlike ynteraksjes noch altyd oan 'e boppekant fan' e list steane, hat digitaal onboarding oanhâlden as in foarkommende praktyk foar in protte organisaasjes fanwegen it gemak.

Wat is Digital Onboarding? What are its functions? Why it could be a suitable choice for your business? Let's explore this in this article.

Roptein: Onboarding proses foarbylden

Table of Contents

• Wat is Digital Onboarding?
• Wat binne de foardielen fan onboarding op ôfstân?
• Hoe meitsje jo in firtuele onboarding?
• Hoe is digitaal onboarding oars fan tradisjoneel onboarding?
• Wat is in foarbyld fan Digital Onboarding?
• Digitale onboarding-platfoarms om út te checken
• Haadsaak
• Faak Stelde Fragen

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Wat is Digital Onboarding?

Wolle jo rapper meitsje hoe't jo nije klanten, kliïnten of brûkers yn 'e fold bringe? Dan is digitale onboarding de manier om te gean.

Digitale onboarding betsjut dat jo de krêft fan technology brûke om minsken te wolkom by jo produkt of tsjinst online.

Yn stee fan lange papieren formulieren en face-to-face gearkomsten, kinne nije brûkers it hiele onboarding-proses foltôgje fanút it gemak fan har bank, mei elk apparaat.

It giet om identiteitsferifikaasje lykas gesichtsscannen mei de foarkamera, stimherkenning of biometryske fingerprinten.

De kliïnten sille ek har persoanlike gegevens moatte iepenbierje mei har regearings-ID, paspoart of telefoannûmer.

Wat binne de foardielen fan onboarding op ôfstân?

Remote onboarding provides several benefits to both the clients and the organisations. Let's check out what they are:

Foar de kliïnten

• Faster experience - Clients can complete onboarding tasks quickly and easily through digital forms and documents.

• Convenience - Clients can complete onboarding anytime, anywhere from any device. This eliminates the need to adhere to office hours and ensures a hassle-free experience.

• Familiar technology - Most clients are already comfortable using digital tools and the internet, so the process feels familiar and intuitive.

• Personalised experience - Digital tools can tailor the onboarding experience based on the client's specific needs and role.

• Less hassle - Clients do not have to deal with printing, signing and submitting physical documents. All relevant onboarding information is organised and accessible in one online portal.

Related: Client Onboarding Process

Foar de organisaasjes

• Increased efficiency - Digital onboarding streamlines and automates tasks, saving time and resources.

• Reduced costs - By eliminating the need for paper, printing, mailing, and in-person meetings, costs can be significantly reduced.

• Higher completion rates - Digital forms ensure all required fields are completed, reducing errors and incomplete onboarding.

• Improved compliance - Digital tools can automate compliance-related tasks, meet KYC, CDD and AML obligations for certain countries that the company operates in, and provide audit trails.

• Better data access - All client data is captured and stored in centralised systems for easy access and reporting.

• Improved tracking - Tasks and documents can be automatically tracked to ensure everything is completed on time.

• Analytics - Digital tools provide analytics to identify bottlenecks, improve processes and measure client satisfaction.

Hoe meitsje jo in firtuele onboarding?

Dizze stappen jouwe jo in goed oersjoch fan hoe't jo in effektive firtuele onboarding-oplossing foar jo kliïnten kinne planne en útfiere:

#1 - Define goals and scope. Bepale wat jo berikke wolle mei digitale onboarding foar kliïnten, lykas snelheid, gemak, legere kosten, ensfh. Ferklearje wat der foltôge wurde moat by it onboarden.

#2 - Gather documents and forms. Sammelje alle relevante klantôfspraken, fragelisten, ynstimmingsformulieren, belied, ensfh.

#3 - Create online forms. Konvertearje papieren formulieren yn bewurkbere digitale formulieren dy't kliïnten online kinne ynfolje. Soargje derfoar dat alle fereaske fjilden dúdlik markearre binne.

#4 - Design onboarding portal.Bou in yntuïtyf portaal wêr't kliïnten tagong krije ta onboarding-ynformaasje, dokuminten en formulieren. It portaal moat ienfâldige navigaasje hawwe en kliïnten liede troch elke stap.

#5 - Include e-signatures. Yntegrearje in oplossing foar e-hântekening, sadat kliïnten fereaske dokuminten digitaal kinne ûndertekenje by it oan boarden. Dit elimineert de needsaak foar printsjen en ferstjoeren fan dokuminten.

#6 - Automate tasks and workflows.Brûk automatisearring om ferfolchtaken te triggerjen, dokuminten nei kliïnten te stjoeren en har te freegjen om alle treflike items op har checklist te foltôgjen.

#7 - Enable identity verification.Implement verification tools to confirm clients' identities digitally during onboarding to ensure security and compliance.

#8 - Provide 24/7 access and support.Soargje derfoar dat kliïnten op elk momint onboarding kinne foltôgje fan elk apparaat. Hawwe ek stipe beskikber as kliïnten fragen of problemen hawwe.

#9 - Gather feedback.Stjoer kliïnten in enkête nei it oan board om feedback te sammeljen oer hoe't de digitale ûnderfining koe wurde ferbettere. Meitsje iteraasjes basearre op dizze ynfier.

#10 - Communicate changes clearly.Ferklearje foarôf oan kliïnten hoe't it digitale onboardingproses sil wurkje. Soargje foar begeliedingsmateriaal en trainingsfideo's as nedich.

Wylst elke organisaasje in spesifyk ferlet kin hawwe, is de kaai om te soargjen dat de juste formulieren / dokuminten wurde sammele, in yntuïtyf portaal en workflows binne ûntworpen, en kliïnten hawwe de nedige stipe om onboardingtaken effisjint te foltôgjen.

Hoe is digitaal onboarding oars fan tradisjoneel onboarding?

	Tradisjoneel Onboarding	Digitale Onboarding
Faasje en effisjinsje	brûkt papier-basearre onboarding	brûkt online formulieren, e-hântekeningen, en elektroanyske dokumintuploads
Gemak	fereasket fysyk oanwêzich te wêzen op it kantoar	kin op elk momint ôfmakke wurde fan elke lokaasje
kosten	fereasket hegere kosten te beteljen foar papier-basearre formulieren, printsjen, porto en personiel	elimineert de kosten ferbûn mei printsjen en bewarjen fan fysyk papierwurk
efficiency	flaters kinne foarkomme tidens hânmjittich ferifikaasje prosedueres	ferleget it risiko fan flaters en fertragingen mei automatisearre gegevens capture

Wat is in foarbyld fan Digital Onboarding?

Lots of companies are using digital onboarding now, which is a way for new employees or customers to get started without all the paperwork and waiting around. It's easier for everyone involved and saves time too!

• Financial services - Banks, mortgage lenders, insurance companies, and investment firms use digital onboarding for new account opening and client credentialing. This includes collecting KYC(ken jo klant) ynformaasje, ferifiearje identiteiten, en ûndertekenjen fan elektroanyske oerienkomsten.

• Healthcare providers - Hospitals, clinics and health networks use digital portals to onboard new patients. This involves collecting demographic and insurance information, medical history and consent forms. Digital tools streamline this process.

• eCommerce companies - Many online retailers use digital systems to quickly onboard new customers. This includes creating customer profiles, setting up accounts, offering digital coupons/promotions and providing order tracking details.

• Telecommunications - Cell phone, internet and cable companies often have digital onboarding portals for new subscribers. Customers can review plans, enter account and billing info, and manage service options online.

• Travel and hospitality companies - Airlines, hotels and vacation rental management companies employ digital solutions for onboarding new guests and customers. This includes making reservations, completing profiles, signing waivers and submitting payment information.

• Education institutions - Schools, colleges and training companies utilise digital portals for student and learner onboarding. Students can apply online, submit documents, register for classes, set up payment plans and sign enrollment agreements digitally.

Om it gear te nimmen, organisaasjes dy't nije klanten, kliïnten, pasjinten, studinten of abonnees bringe kinne digitale ark brûke om it proses te ferienfâldigjen. De foardielen fan flugger snelheid, ferhege effisjinsje en legere kosten dy't digitale oan board fan meiwurker leveret, jilde ek foar klantonboarding.

Betelje: Project Planning Processen Project Evaluaasjeproses

Digitale onboarding-platfoarms om út te checken

In digitaal platfoarm om nije hieren oan te nimmen moat yntuïtyf wêze, maklik te navigearjen en maklik te brûken en te yntegrearjen mei de besteande workflow. Mei dat yn gedachten, hjir binne ús oanbefellings foar mainstream digitale onboarding-platfoarms wêrfan bedriuwen hâlde:

• BambooHR - Full suite HRIS with strong onboarding tools like checklists, signatures, documents etc. Integrates tightly with HR processes.
• Lessonly - Specializes in compliance and soft skills training during onboarding. Offers engaging video lessons and mobile accessibility.
• UltiPro - Large platform for HR, payroll and benefits administration. The onboarding module automates paperwork and signoffs.
• Workday - Powerful cloud HCM system for HR, payroll, and benefits. The onboarding kit has screening docs, and social features for new hires.
• Greenhouse - Recruiting software with onboarding tools like offer acceptance, reference checks and new hire surveys.
• Coupa - Source-to-pay platform includes an Onboard module for paperless HR tasks and directing new hire work.
• ZipRecruiter - Beyond job posting, its Onboard solution aims to retain new hires with checklists, mentoring and feedback.
• Sapling - Specialized onboarding and engagement platform designed to be highly intuitive for new hires.
• AhaSlides- An interactive presentation platform that makes training less boring through fun and easy-to-use live polls, quizzes, Q&A features and many more.

Haadsaak

Digitale onboarding-ark en -prosessen kinne bedriuwen de nije klantûnderfining streamline en effisjinsje ferbetterje. Fan nije iepeningen fan bankrekken oant oanmeldings foar e-commerce oant portalen foar sûnenssoarch foar pasjinten, digitale formulieren, e-hântekeningen en upload fan dokuminten wurde de noarm foar de measte klantonboarding.

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Tags: Onboarding

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