Hvad er Digital Onboarding? | 10 nyttige trin til at få det til at fungere

Vi befinder os i en periode, hvor digital kommunikation er en mere og mere efterspurgt mulighed, og på trods af længslen efter menneskelig interaktion, fik det nogle positive resultater.

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

Selvom personlig interaktion stadig er øverst på listen, har digital onboarding fortsat været en udbredt praksis for mange organisationer på grund af dets bekvemmelighed.

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

Rophidset: Onboarding proces Eksempler

Indholdsfortegnelse

• Hvad er Digital Onboarding?
• Hvad er fordelene ved Remote Onboarding?
• Hvordan opretter du en virtuel onboarding?
• Hvordan er digital onboarding forskellig fra traditionel onboarding?
• Hvad er et eksempel på digital onboarding?
• Digitale onboarding-platforme til at tjekke ud
• Bottom Line
• Ofte stillede spørgsmål

Tips til bedre engagement

Hvad er Digital Onboarding?

Vil du fremskynde, hvordan du bringer nye kunder, klienter eller brugere ind i folden? Så er digital onboarding vejen at gå.

Digital onboarding betyder at udnytte teknologiens kraft til at byde folk velkommen til dit produkt eller din tjeneste online.

I stedet for lange papirformularer og ansigt-til-ansigt-møder kan nye brugere fuldføre hele onboarding-processen fra komforten af ​​deres sofa ved hjælp af en hvilken som helst enhed.

Det involverer identitetsbekræftelse såsom ansigtsscanning ved hjælp af frontkameraet, stemmegenkendelse eller biometriske fingeraftryk.

Kunderne skal også afsløre deres personlige data ved hjælp af deres offentlige id, pas eller telefonnummer.

Hvad er fordelene ved Remote Onboarding?

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

For kunderne

• 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.

Relateret: Client onboarding proces

For organisationerne

• 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.

Hvordan opretter du en virtuel onboarding?

Disse trin giver dig et godt overblik over, hvordan du planlægger og udfører en effektiv virtuel onboarding-løsning for dine kunder:

#1 – Define goals and scope. Bestem, hvad du vil opnå med digital onboarding for kunder, såsom hastighed, bekvemmelighed, lavere omkostninger osv. Afklar, hvad der skal udføres under onboarding.

#2 – Gather documents and forms. Indsaml alle relevante kundeaftaler, spørgeskemaer, samtykkeformularer, politikker osv., der skal udfyldes under onboarding.

#3 – Create online forms. Konverter papirformularer til redigerbare digitale formularer, som kunder kan udfylde online. Sørg for, at alle obligatoriske felter er tydeligt markeret.

#4 – Design onboarding portal. Byg en intuitiv portal, hvor kunder kan få adgang til onboarding-oplysninger, dokumenter og formularer. Portalen skal have enkel navigation og guide kunder gennem hvert trin.

#5 – Include e-signatures. Integrer en e-signaturløsning, så kunder digitalt kan underskrive nødvendige dokumenter under onboarding. Dette eliminerer behovet for at udskrive og sende dokumenter.

#6 – Automate tasks and workflows. Brug automatisering til at udløse opfølgningsopgaver, sende dokumenter til kunder og bede dem om at udfylde eventuelle udestående punkter på deres tjekliste.

#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. Sørg for, at klienter kan fuldføre onboarding når som helst fra enhver enhed. Hav også support tilgængelig, hvis kunder har spørgsmål eller problemer.

#9 – Gather feedback. Send kunderne en undersøgelse efter onboarding for at indsamle feedback om, hvordan den digitale oplevelse kan forbedres. Foretag gentagelser baseret på dette input.

#10 – Communicate changes clearly. Forklar kunderne på forhånd, hvordan den digitale onboarding-proces vil fungere. Giv vejledningsmateriale og træningsvideoer efter behov.

Selvom hver organisation kan have et specifikt behov, er nøglen at sikre, at de korrekte formularer/dokumenter indsamles, en intuitiv portal og arbejdsgange er designet, og at kunderne har den nødvendige support til at udføre onboarding-opgaver effektivt.

Hvordan er digital onboarding forskellig fra traditionel onboarding?

Hvad er et eksempel på 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 (kend din kunde) oplysninger, bekræftelse af identiteter og underskrift af elektroniske aftaler.

• 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.

For at opsummere det, kan organisationer, der henter nye kunder, klienter, patienter, studerende eller abonnenter bruge digitale værktøjer til at forenkle processen. Fordelene ved hurtigere hastighed, øget effektivitet og lavere omkostninger, som digital medarbejderonboarding giver, gælder også for klientonboarding.

Check ud: Projektplanlægningsproces og Projektevalueringsproces

Digitale onboarding-platforme til at tjekke ud

En digital platform til nye medarbejdere skal være intuitiv, nem at navigere og nem at bruge og integrere med den eksisterende arbejdsgang. Med det i tankerne er her vores anbefalinger til almindelige digitale onboarding-platforme, som virksomheder elsker:

• 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.

Bottom Line

Digitale onboarding-værktøjer og -processer giver virksomheder mulighed for at strømline den nye kundeoplevelse og forbedre effektiviteten. Fra nye bankkontoåbninger til e-handelstilmeldinger til patientsundhedsportaler, digitale formularer, e-signaturer og dokumentupload er ved at blive normen for de fleste klientonboarding.

Ombord dine medarbejdere med AhaSlides.

Få dem fortrolige med alt med en sjov og engagerende præsentation. Vi har onboarding skabeloner til at komme i gang🎉

Ofte stillede spørgsmål