Experience Report Preview: Boarding Assistance for Mid-Sized Companies
The client for this exciting project was a mid-sized company with international market orientation and several hundred employees. The project was realized in several stages. The first goal of the project was to automate the onboarding process for new employees and the offboarding for departing employees to save time, make processes more efficient, and increase security in the company.
As part of the project, we first analyzed the existing processes and identified automation potential according to our BAF model. Based on these insights, we modeled the appropriate workflows using drag-and-drop that automatically set up user accounts, email addresses, and access rights to network drives and cloud services. The installation of necessary software and the setup of workstations were also automated through workflows. Thanks to the intuitive low-code technology, our customer was able to actively participate in creating the first workflows and largely create them independently.
Use Case On- and Offboarding
Automated onboarding has the advantage that IT system setup is fast and reliable, and the new employee is ready to work immediately upon joining the company. Automation also minimizes input errors that can occur due to human typos.
Offboarding is also ensured with a workflow so that this process is carried out quickly and reliably. User accounts, access rights, and email addresses are automatically deleted. Company-relevant data is retained, while no longer needed information is automatically cleaned up. The return of work equipment such as laptops, mobile phones, etc. is now also electronically supported, as the return is automatically documented through an approval process.
The Value for the Customer
By automating the IT-side on- and offboarding processes, our customer was able to save time and costs and make their processes more efficient. Re-boarding (e.g., when changing departments or responsibilities) is also realized with several workflows. The previous AD attributes as well as access and permissions are automatically revoked and transferred or reassigned to the new position.
Our customer is thrilled with the automated processes and is already planning the next workflows. These relate to areas including:
- QM/AD Housekeeping (regular automatic check for orphaned AD entries and automatic ticket creation in the customer's ITSM)
- Automations in Confluence
- Coupling and automated data transfer to the HR tool "Fairbit" and much more
Curious?
If you are also interested in automating your IT processes in user management, contact one of our experts for a non-binding potential analysis.
For more inspiration, check out our case studies and success stories.