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Saturday, July 13, 2024

Reasons to Digitise Your Onboarding Process


Looking to make things easier for potential clients, suppliers or job applicants when it comes to onboarding processes? Then you should look into the implementation of digital processes as opposed to manual ones. Not having a digital onboarding process in this modern age could be considered a competitive disadvantage, simply because the aforementioned parties will expect your business to have this as standard.

Customer expectations have never been higher, but suppliers and potential employees will have these same expectations of you when it comes to how quickly onboarding is done. If you’re lagging behind your competitors then it could force those people to go elsewhere for a faster, smoother experience, and all because they’ve digitised their onboarding process.

Onboarding is one of the first experiences a client, prospective worker or supplier will have with your business and so it’s vitally important that it’s as effective and as efficient as possible. It will also help to attract new people to your company, including partners and potential colleagues, but the process and overall experience has to be slick, hence why digital-first engagement strategies are so competitive and relevant to today’s businesses.

So what does the onboarding process look like right now, how can it help your business and where do you start when it comes to the implementation of it? You’ll be able to find all of that out in this article.


What does the onboarding process look like currently?

A conventional onboarding process is typically broken down into three different steps:

1. The requesting and gathering of relevant information
2. The verification process starts
3. Internal data sources required to assist with verification, like CRM and ERP, for example

Even the most simple and straightforward of manual onboarding processes can be slow and inefficient and this is often down to the insistence on sending documents by post, relying solely on hardcopy documents and/or poor communication across the business or between your employees and potential clients, employees or suppliers.

The financial and property law industry are renowned for old fashioned, traditional processes in general, but this is especially true when it comes to them acquiring new customers or clients. Often, hardcopy documents are required, including forms of ID, and they need to either be brought into branch or sent in the post – a requirement that makes the overall process slow and lethargic. This can make customers and clients frustrated and, therefore, more likely to switch to another company.

Switch manual processes to digital ones and you’ll be able to streamline the way in which you deal with bringing on new clients, customers, employees and suppliers. You’ll see a huge improvement in the speed at which documents are processed, especially complicated job applications, if you switch to digital alternatives instead of relying on traditional methods.


How can a digital onboarding process help your business?


A digital onboarding process will enable automation to occur at specific stages, helping to speed up the overall process considerably. For example, any validation checks that need to be carried out at the start of your onboarding journey can become hugely efficient as well as provide a positive user experience.

But if, for whatever reason, a validation check fails, the problem can be dealt with effectively, even if it requires stopping the process altogether, ensuring no time is wasted for either party.

A digital onboarding process will be extremely advantageous, regardless of the industry you work in. There are also several departments within one business that’ll find a digital onboarding process exceptionally useful, especially when it comes to turning manual tasks into streamlined automated ones. Those industries and departments include, but are not limited to, the following:

Local authorities

Cleardata, a leading document management company who specialise in the processing of a high volume of documentation, no matter what sector or department you work in. Some of the expert services they’re proud to provide includes: document scanning, archive storage, data capture, digital mailroom operations, robotic process automation and document processing services.

All of the aforementioned services, and more, can be delivered throughout the UK, so you’ll always be able to count on their highly-trained team of professionals to meet your every need and requirement when it comes to document management, processing and storage.

A digital onboarding process will make the overall experience faster, more efficient and far less frustrating for everyone involved, but there are several other reasons why you should implement a digital onboarding process.


Reasons to digitise your onboarding process


It makes it quick and simple to do business either outside or within your organisation
It helps to reduce the risk of fraud when it comes to Full Identity Verification
It improves compliance with the implementation of audit trails
It saves time for all parties involved
It makes the overall user experience far more positive and straightforward for existing employees
It eliminates non-applicable automating processes and transactions
It increases business revenue and profit margins as manual labour will no longer be needed
It will make the onboarding process seamless, fast and simple


How can you implement a digital onboarding process

Switching your manual processes to automated, digital alternatives can seem like a daunting task, but if you choose Cleardata to help you make the transition, it’ll be a smooth switch-over from start to finish. With their impressive range of digital services available, together with automated document processing services, you’ll be able to swap your slow manual methods for slick, quick and modern processes that’ll help to streamline the onboarding aspect of your business.

If you’d like other processes within your company to go digital, then Cleardata will be able to help with that too. Whether you’re running out of room to store physical documents or need a large volume of documents to be scanned, processed or managed, regardless of their nature, Cleardata will always be happy to meet both your requirements and expectations.

If you would like more information about how Cleardata will be able to help you today, get in touch with a member of their excellent, highly-skilled team. They’re always on hand to deliver exceptional scanning, archiving, digital and outsourced services.



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