TĂĄimid i dtrĂ©imhse ina bhfuil an chumarsĂĄid dhigiteach ina rogha a bhfuil Ă©ileamh nĂos mĂł air, agus in ainneoin an fhaid a bhĂ orainn idirghnĂomhaĂocht dhaonna, bhĂ roinnt torthaĂ dearfacha aige.
Ar cheann acu sin bhĂ feabhas ar chumais dhigiteacha cuideachtaĂ, toisc go raibh orthu a gcuid oibrĂochtaĂ a aistriĂș ar lĂne agus Ă©ifeachtĂșlacht a choinneĂĄil.
CĂ© go bhfuil idirghnĂomhaĂochtaĂ pearsanta fĂłs ag barr an liosta, tĂĄ bordĂĄil dhigiteach fĂłs ina ghnĂĄthchleachtas ag go leor eagraĂochtaĂ mar gheall ar a ĂĄisiĂșlacht.
Cad is Onboarding Digiteach ann? Cad iad na feidhmeanna atĂĄ aige? CĂ©n fĂĄth go bhfĂ©adfadh sĂ© a bheith ina rogha oiriĂșnach do do ghnĂł? DĂ©anaimis Ă© seo a iniĂșchadh san Airteagal seo.
Raoibhinn: PrĂłiseas Dul ar bord SamplaĂ
ClĂĄr na nĂbhar
- Cad is Onboarding Digiteach ann?
- Cad iad na BuntĂĄistĂ a bhaineann le hIarbhordĂĄil?
- Conas a Chruthaigh TĂș Onboarding FĂorĂșil?
- CĂ©n DifrĂocht atĂĄ idir ClĂĄrĂș Digiteach agus Onboarding TraidisiĂșnta?
- Cad is Sampla de Onboarding Digiteach ann?
- ArdĂĄin Onboarding Digiteach le SeiceĂĄil Amach
- Bun LĂne
- Ceisteanna Coitianta
Leideanna Chun RannphĂĄirtĂocht NĂos Fearr
Ag lorg slĂ idirghnĂomhach chun dul ar bord do chuid fostaithe?
Faigh teimpléid agus tråth na gceist saor in aisce le himirt do na chéad chruinnithe eile. Clåraigh saor in aisce agus tóg an méid atå uait ó AhaSlides!
đ Faigh Cuntas In Aisce
Cad is Onboarding Digiteach ann?
Ar mhaith leat dlĂșs a chur leis an gcaoi a dtugann tĂș custaimĂ©irĂ, cliaint nĂł ĂșsĂĄideoirĂ nua isteach sa fhillte? Ansin is Ă© bordĂĄil dhigiteach an bealach le dul.
CiallaĂonn bordĂĄil dhigiteach leas a bhaint as cumhacht na teicneolaĂochta chun fĂĄilte a chur roimh dhaoine chuig do thĂĄirge nĂł seirbhĂs ar lĂne.
In ionad foirmeacha fada pĂĄipĂ©ir agus cruinnithe duine le duine, is fĂ©idir le hĂșsĂĄideoirĂ nua an prĂłiseas bordĂĄla iomlĂĄn a chrĂochnĂș Ăł chompord a tolg, ag baint ĂșsĂĄide as aon fheiste.
Baineann sĂ© le fĂorĂș aitheantais ar nĂłs scanadh aghaidhe ag ĂșsĂĄid an cheamara tosaigh, aithint gutha nĂł mĂ©arloirg bithmhĂ©adracha.
Beidh ar na cliaint freisin a gcuid sonraĂ pearsanta a nochtadh ag baint ĂșsĂĄide as a n-aitheantas rialtais, pas nĂł uimhir theileafĂłin.
Cad iad na BuntĂĄistĂ a bhaineann le hIarbhordĂĄil?
SolĂĄthraĂonn cian-bhordĂĄil roinnt buntĂĄistĂ do na cliaint agus na heagraĂochtaĂ araon. DĂ©anaimis seiceĂĄil amach cad iad:
Do na Cliaint
âą TaithĂ nĂos tapĂșla â Is fĂ©idir le cliaint tascanna bordĂĄla a dhĂ©anamh go tapa agus go hĂ©asca trĂ fhoirmeacha agus doicimĂ©id dhigiteacha.
âą ĂisiĂșlacht â Is fĂ©idir le cliaint bordĂĄil a dhĂ©anamh am ar bith, ĂĄit ar bith Ăł aon fheiste. Cuireann sĂ© seo deireadh leis an ngĂĄ atĂĄ le cloĂ le huaireanta oifige agus cinntĂonn sĂ© eispĂ©ireas gan strĂł.
âą TeicneolaĂocht an eolais â TĂĄ formhĂłr na gcliant ar a gcompord cheana fĂ©in ag baint ĂșsĂĄide as uirlisĂ digiteacha agus an t-idirlĂon, mar sin mothaĂonn an prĂłiseas eolach agus iomasach.
âą TaithĂ phearsantaithe â Is fĂ©idir le huirlisĂ digiteacha an taithĂ bordĂĄla a shaincheapadh bunaithe ar shainriachtanais agus rĂłl an chliaint.
âą NĂos lĂș hassle â NĂ gĂĄ do chliaint dĂ©ileĂĄil le priontĂĄil, sĂniĂș agus cur isteach doicimĂ©ad fisiciĂșil. TĂĄ an fhaisnĂ©is ĂĄbhartha ar bord ar fad eagraithe agus inrochtana in aon tairseach ar lĂne amhĂĄin.
Related: PrĂłiseas BordĂĄla Cliant
Do na hEagraĂochtaĂ
âą ĂifeachtĂșlacht mhĂ©adaithe â DĂ©anann bordĂĄil dhigiteach tascanna a shruthlĂniĂș agus a uathoibriĂș, rud a shĂĄbhĂĄlann am agus acmhainnĂ.
âą Costais laghdaithe â TrĂ dheireadh a chur leis an ngĂĄ atĂĄ le cruinnithe pĂĄipĂ©ir, priontĂĄla, postĂĄla agus pearsanta, is fĂ©idir costais a laghdĂș go suntasach.
âą RĂĄtaĂ comhlĂĄnaithe nĂos airde â CinntĂonn foirmeacha digiteacha go gcuirtear na rĂ©imsĂ riachtanacha go lĂ©ir i gcrĂch, rud a laghdaĂonn earrĂĄidĂ agus bordĂĄil neamhiomlĂĄn.
âą ComhlĂonadh feabhsaithe â Is fĂ©idir le huirlisĂ digiteacha tascanna a bhaineann le comhlĂonadh a uathoibriĂș, oibleagĂĄidĂ KYC, CDD agus AML a chomhlĂonadh do thĂortha ĂĄirithe ina bhfeidhmĂonn an chuideachta, agus rianta iniĂșchta a sholĂĄthar.
âą Rochtain nĂos fearr ar shonraĂ â Gabhtar agus stĂłrĂĄiltear sonraĂ cliant ar fad i gcĂłrais lĂĄraithe ar mhaithe le rochtain Ă©asca agus tuairisciĂș.
âą RianĂș feabhsaithe â Is fĂ©idir tascanna agus doicimĂ©id a rianĂș go huathoibrĂoch chun a chinntiĂș go gcuirtear gach rud i gcrĂch in am.
âą AnailĂsĂocht â SolĂĄthraĂonn uirlisĂ digiteacha anailĂsĂocht chun scrogaill a aithint, chun prĂłisis a fheabhsĂș agus chun sĂĄstacht na gcliant a thomhas.
Conas a Chruthaigh TĂș Onboarding FĂorĂșil?
Tabharfaidh na cĂ©imeanna seo forbhreathnĂș maith duit ar conas rĂ©iteach bordĂĄla fĂorĂșil Ă©ifeachtach a phleanĂĄil agus a fheidhmiĂș do do chliaint:
#1 â SainmhĂnigh spriocanna agus scĂłip. Socraigh cad ba mhaith leat a bhaint amach le bordĂĄil dhigiteach do chliaint, mar luas, ĂĄisiĂșlacht, costais nĂos Ăsle, etc.
#2 â Bailigh doicimĂ©id agus foirmeacha. Bailigh na comhaontuithe cliant, na ceistneoirĂ, na foirmeacha toilithe, na polasaithe, etc. ar fad is gĂĄ a lĂonadh le linn dul ar bord.
#3 â Cruthaigh foirmeacha ar lĂne. Tiontaigh foirmeacha pĂĄipĂ©ir go foirmeacha digiteacha in-eagarthĂłireachta is fĂ©idir le cliaint a lĂonadh ar lĂne. Cinntigh go bhfuil gach rĂ©imse riachtanach marcĂĄilte go soilĂ©ir.
#4 â Dear tairseach bordĂĄla. TĂłg tairseach iomasach inar fĂ©idir le cliaint rochtain a fhĂĄil ar fhaisnĂ©is, ar dhoicimĂ©id agus ar fhoirmeacha bordĂĄla. Ba cheart go mbeadh loingseoireacht shimplĂ ag an tairseach agus go dtreorĂłdh sĂ© cliaint trĂ gach cĂ©im.
#5 â Cuir rĂomhshĂnithe san ĂĄireamh. ComhthĂĄthaigh rĂ©iteach rĂomhshĂnithe ionas gur fĂ©idir le cliaint na doicimĂ©id riachtanacha a shĂniĂș go digiteach agus iad ar bord. Cuireann sĂ© seo deireadh leis an ngĂĄ atĂĄ le doicimĂ©id a phriontĂĄil agus a sheoladh.
#6 â Tascanna agus sreafaĂ oibre a uathoibriĂș. Bain ĂșsĂĄid as uathoibriĂș chun tascanna leantacha a spreagadh, doicimĂ©id a sheoladh chuig cliaint, agus spreag iad chun aon mhĂreanna atĂĄ fĂłs gan rĂ©iteach ar a seicliosta a chomhlĂĄnĂș.
#7 - Cumasaigh fĂorĂș aitheantais. UirlisĂ fĂoraithe a chur i bhfeidhm chun aitheantais na gcliant a dhearbhĂș go digiteach le linn dul ar bord chun slĂĄndĂĄil agus comhlĂonadh a chinntiĂș.
#8 â Rochtain agus tacaĂocht 24/7 a sholĂĄthar. A chinntiĂș gur fĂ©idir le cliaint dul ar bord a chrĂochnĂș am ar bith Ăł aon fheiste. Chomh maith leis sin, bĂodh tacaĂocht ar fĂĄil mĂĄ tĂĄ aon cheist nĂł fadhb ag cliaint.
#9 â Bailigh aiseolas. Seol suirbhĂ© chuig cliaint tar Ă©is dul ar bord chun aiseolas a bhailiĂș ar conas is fĂ©idir an t-eispĂ©ireas digiteach a fheabhsĂș. DĂ©an atriallta bunaithe ar an ionchur seo.
#10 â Cuir na hathruithe in iĂșl go soilĂ©ir. MĂnigh do chliaint roimh rĂ© conas a oibreoidh an prĂłiseas bordĂĄla digiteach. Cuir ĂĄbhair treorach agus fĂseĂĄin oiliĂșna ar fĂĄil de rĂ©ir mar is gĂĄ.
CĂ© go bhfĂ©adfadh sainriachtanas a bheith ag gach eagraĂocht, is Ă© an rud is tĂĄbhachtaĂ nĂĄ a chinntiĂș go mbaileofar na foirmeacha/doicimĂ©id chuĂ, go ndeartar tairseach iomasach agus sreafaĂ oibre, agus go mbĂonn an tacaĂocht riachtanach ag cliaint chun tascanna bordĂĄla a chur i gcrĂch go hĂ©ifeachtach.
CĂ©n DifrĂocht atĂĄ idir ClĂĄrĂș Digiteach agus Onboarding TraidisiĂșnta?
Onboarding TraidisiĂșnta | Onboarding Digiteach | |
Luas agus Ă©ifeachtĂșlacht | ĂșsĂĄideann bordĂĄil pĂĄipĂ©ar-bhunaithe | ĂșsĂĄideann foirmeacha ar lĂne, rĂomhshĂnithe, agus uaslĂłdĂĄil leictreonach doicimĂ©ad |
Ăise | gĂĄ a bheith i lĂĄthair go fisiciĂșil san oifig | is fĂ©idir Ă© a chomhlĂĄnĂș Ăł aon ĂĄit ag am ar bith |
costais | teastaĂonn costais nĂos airde chun Ăoc as foirmeacha pĂĄipĂ©arbhunaithe, as priontĂĄil, as postas agus as foireann | cuireann sĂ© deireadh leis na costais a bhaineann le pĂĄipĂ©arachas fisiceach a phriontĂĄil agus a stĂłrĂĄil |
Ăifeachtacht | fĂ©adfaidh botĂșin tarlĂș le linn nĂłsanna imeachta fĂoraithe lĂĄimhe | laghdaĂtear an baol earrĂĄidĂ agus moilleanna le gabhĂĄil sonraĂ uathoibrithe |
Cad is Sampla de Onboarding Digiteach ann?
TĂĄ go leor cuideachtaĂ ag baint ĂșsĂĄide as bordĂĄil dhigiteach anois, rud a fhĂĄgann gur fĂ©idir le fostaithe nĂł custaimĂ©irĂ nua tosĂș gan an pĂĄipĂ©arachas ar fad agus fanacht thart. TĂĄ sĂ© nĂos Ă©asca do gach duine atĂĄ pĂĄirteach agus sĂĄbhĂĄlann sĂ© am freisin!
âą SeirbhĂsĂ airgeadais â Baineann bainc, iasachtĂłirĂ morgĂĄiste, cuideachtaĂ ĂĄrachais agus gnĂłlachtaĂ infheistĂochta ĂșsĂĄid as bordĂĄil dhigiteach chun cuntais nua a oscailt agus chun creidiĂșnĂș cliaint. ĂirĂtear leis seo bailiĂș KYC (bĂodh aithne agat ar do chustaimĂ©ir), ag fĂorĂș aitheantais, agus ag sĂniĂș comhaontuithe leictreonacha.
âą SolĂĄthraithe cĂșram slĂĄinte â ĂsĂĄideann ospidĂ©il, clinicĂ agus lĂonraĂ slĂĄinte tairseacha digiteacha chun othair nua a chur ar bord. Is Ă©ard atĂĄ i gceist leis seo nĂĄ faisnĂ©is dhĂ©imeagrafach agus ĂĄrachais, stair liachta agus foirmeacha toilithe a bhailiĂș. DĂ©anann uirlisĂ digiteacha an prĂłiseas seo a shruthlĂniĂș.
âą CuideachtaĂ rĂomhthrĂĄchtĂĄla â ĂsĂĄideann go leor miondĂoltĂłirĂ ar lĂne cĂłrais dhigiteacha chun custaimĂ©irĂ nua a chur ar bord go tapa. ĂirĂonn sĂ© seo prĂłifĂlĂ custaimĂ©irĂ a chruthĂș, cuntais a bhunĂș, cĂșpĂłin / promĂłisean digiteacha a thairiscint agus sonraĂ rianaithe ordĂș a sholĂĄthar.
âą TeileachumarsĂĄid â Is minic go mbĂonn tairseacha bordĂĄla digiteacha ag cuideachtaĂ teileafĂłin phĂłca, idirlĂn agus cĂĄbla do shĂntiĂșsĂłirĂ nua. Is fĂ©idir le custaimĂ©irĂ pleananna a athbhreithniĂș, faisnĂ©is chuntais agus billeĂĄla a chur isteach, agus roghanna seirbhĂse a bhainistiĂș ar lĂne.
âą CuideachtaĂ taistil agus fĂĄilteachais â ĂsĂĄideann aerlĂnte, ĂłstĂĄin agus cuideachtaĂ bainistĂochta cĂosa saoire rĂ©itigh dhigiteacha chun aĂonna agus custaimĂ©irĂ nua a chur ar bord. ĂirĂtear leis seo ĂĄirithintĂ a dhĂ©anamh, prĂłifĂlĂ a chomhlĂĄnĂș, tarscaoileadh a shĂniĂș agus faisnĂ©is ĂocaĂochta a chur isteach.
âą InstitiĂșidĂ oideachais â ĂsĂĄideann scoileanna, colĂĄistĂ agus cuideachtaĂ oiliĂșna tairseacha digiteacha chun mic lĂ©inn agus foghlaimeoirĂ a chur ar bord. Is fĂ©idir le mic lĂ©inn iarratas a dhĂ©anamh ar lĂne, doicimĂ©id a chur isteach, clĂĄrĂș le haghaidh ranganna, pleananna ĂocaĂochta a shocrĂș agus comhaontuithe clĂĄrĂșchĂĄin a shĂniĂș go digiteach.
Mar achoimre, is fĂ©idir le heagraĂochtaĂ a thugann custaimĂ©irĂ, cliaint, othair, mic lĂ©inn nĂł sĂntiĂșsĂłirĂ nua isteach uirlisĂ digiteacha a ĂșsĂĄid chun an prĂłiseas a shimpliĂș. Baineann na buntĂĄistĂ a bhaineann le luas nĂos tapĂșla, le hĂ©ifeachtĂșlacht mhĂ©adaithe, agus le costais nĂos Ăsle a sholĂĄthraĂonn bordĂĄil dhigiteach dâfhostaithe freisin maidir le bordĂĄil cliant.
Amharc ar: PrĂłiseas PleanĂĄla Tionscadal agus PrĂłiseas MeastĂłireachta Tionscadail
ArdĂĄin Onboarding Digiteach le SeiceĂĄil Amach
Caithfidh ardĂĄn digiteach chun fostĂș nua a chur ar bord a bheith iomasach, Ă©asca le nascleanĂșint agus Ă©asca le hĂșsĂĄid agus comhthĂĄthĂș leis an sreabhadh oibre atĂĄ ann cheana fĂ©in. Agus Ă© sin san ĂĄireamh, seo ĂĄr moltaĂ maidir le hardĂĄin bordĂĄla digiteacha prĂomhshrutha is breĂĄ le corparĂĄidĂ:
- BambĂșHR â Sraith iomlĂĄn HRIS le huirlisĂ bordĂĄla lĂĄidre cosĂșil le seicliostaĂ, sĂnithe, doicimĂ©id srl. ComhthĂĄthaĂonn sĂ© go docht le prĂłisis AD.
- Go ceacht â SpeisialtĂłireacht in oiliĂșint ghĂ©illiĂșlachta agus bogscileanna le linn dul ar bord. TairiscintĂ ceachtanna fĂse tarraingteach agus inrochtaineacht soghluaiste.
- UltiPro â ArdĂĄn mĂłr do riarachĂĄn AD, pĂĄrolla agus sochar. DĂ©anann an modĂșl bordĂĄla pĂĄipĂ©arachas agus sĂnithe a uathoibriĂș.
- Lå Oibre - Córas cumhachtach scamall HCM le haghaidh AD, pårolla agus sochair. Tå doiciméid scagthåståla, agus gnéithe sóisialta d'fhostaithe nua ar an trealamh bordåla.
- Cheaptha Teasa - BogearraĂ a earcĂș le huirlisĂ bordĂĄla cosĂșil le glacadh le tairiscint, seiceĂĄlacha tagartha agus suirbhĂ©anna fruilithe nua.
- Coupa â ĂirĂtear leis an ardĂĄn Foinse-go-Ăoc modĂșl Onboard le haghaidh tascanna AD gan phĂĄipĂ©ar agus chun obair fruilithe nua a stiĂșradh.
- ZipRecruiter â Taobh amuigh de phostĂĄil poist, tĂĄ sĂ© mar aidhm ag a rĂ©iteach Onboard fostaithe nua a choinneĂĄil le seicliostaĂ, meantĂłireacht agus aiseolas.
- BuinneĂĄn â ArdĂĄn bordĂĄla agus rannphĂĄirtĂochta speisialaithe atĂĄ deartha le bheith thar a bheith iomasach dâfhostaithe nua.
- AhaSlides â ArdĂĄn cur i lĂĄthair idirghnĂomhach a fhĂĄgann nach bhfuil an oiliĂșint chomh leadrĂĄnach sin trĂ vĂłtaĂochtaĂ beo spraĂĂșla agus Ă©asca le hĂșsĂĄid, trĂĄth na gceist, gnĂ©ithe ceisteanna agus freagraĂ agus go leor eile.
Bun LĂne
Ligeann uirlisĂ agus prĂłisis bordĂĄla digiteacha do chuideachtaĂ eispĂ©ireas nua an chliaint a chuĂchĂłiriĂș agus Ă©ifeachtĂșlacht a fheabhsĂș. Ă oscailtĂ cuntais bhainc nua go clĂĄrĂș rĂomhthrĂĄchtĂĄla go tairseacha slĂĄinte othar, tĂĄ foirmeacha digiteacha, rĂomhshĂnithe agus uaslĂłdĂĄil doicimĂ©ad ag Ă©irĂ mar ghnĂĄthghnĂĄthchuid dâfhormhĂłr na gcliant ar bord.
Ar bord do chuid fostaithe le AhaSlides.
Cuir iad ar an eolas faoi gach rud le cur i lĂĄthair taitneamhach taitneamhach. TĂĄ teimplĂ©id bordĂĄla againn chun tĂș a chur ar bunđ
Ceisteanna Coitianta
An bhfuil bordĂĄil fhĂorĂșil Ă©ifeachtach?
Sea, nuair a dhĂ©antar Ă© i gceart leis an teicneolaĂocht chuĂ, fĂ©adann dul ar bord fĂorĂșil eispĂ©iris a fheabhsĂș go suntasach agus costais a laghdĂș trĂ ĂĄisiĂșlacht, Ă©ifeachtĂșlacht agus ullmhĂșchĂĄn. NĂ mĂłr dâeagraĂochtaĂ a riachtanais agus a n-acmhainnĂ sonracha a mheas chun a chinneadh cĂ© mhĂ©ad uirlisĂ fĂorĂșla bordĂĄla a ghiarĂĄil.
Cad iad an dĂĄ chineĂĄl bordĂĄla?
TĂĄ dhĂĄ phrĂomhchineĂĄl bordĂĄla ann â oibriĂșchĂĄin agus sĂłisialta. DĂrĂonn bordĂĄil oibriĂșchĂĄin ar an lĂłistĂocht a bhaineann le fostĂș nua a chur ar bun lena n-ĂĄirĂtear pĂĄipĂ©arachas a chomhlĂĄnĂș, uirlisĂ fostaithe a eisiĂșint, agus nĂłsanna imeachta oibre a mhĂniĂș. DĂrĂonn bordĂĄil shĂłisialta ar fhostaithe nua a mhothĂș go bhfuil fĂĄilte rompu agus iad a chomhthĂĄthĂș i gcultĂșr na cuideachta trĂ ghnĂomhaĂochtaĂ cosĂșil le tabhairt isteach, meantĂłirĂ a shannadh, imeachtaĂ cuideachta, agus iad a nascadh le grĂșpaĂ fostaithe.
Conas dul ar bord ar lĂne?
TĂĄ roinnt cĂ©imeanna ann chun dul ar bord Ă©ifeachtach ar lĂne a dhĂ©anamh: Cruthaigh cuntais ar lĂne le haghaidh fostaithe nua agus sann tascanna rĂ©amh-bhordĂĄla. Iarr ar fhostaithe nua foirmeacha leictreonacha a chomhlĂĄnĂș, rĂomhshĂnithe a ĂșsĂĄid, agus doicimĂ©id a uaslĂłdĂĄil go digiteach. Seol faisnĂ©is nua fruilithe go huathoibrĂoch chuig na ranna ĂĄbhartha. Cuir painĂ©al seicliosta ar fĂĄil chun dul chun cinn a rianĂș. OiliĂșint ar lĂne a Ă©ascĂș agus cruinnithe fĂorĂșla a reĂĄchtĂĄil chun idirghnĂomhaĂochtaĂ pearsanta a mhacasamhlĂș. TacaĂocht theicniĂșil a thairiscint chun cabhrĂș le fostaithe nua. Seol nuashonruithe stĂĄdais nuair a bheidh an dul ar bord crĂochnaithe.