Solutions

Onboarding and Orientation Systems

Every new team member should feel engaged and understand their contribution to the organization. Too often, new hire orientation is a lottery that depends on who's onsite their first few weeks.

Every onboarding system we build has two central deliverables.

First, a single, searchable intranet site in your company branding, where new hires can find everything they need to succeed in their first 90 days and beyond.

It brings everything into one place:

  • Welcome messages from key executives and team leads
  • Policies and expectations
  • Processes and procedures (including common issues and resolutions)
  • System, tool, and equipment demonstrations
  • Safety and security protocols
  • Dress code and personal protective equipment (PPE) rules
  • And more

Second, a set of role-based onboarding plans that take a supervisor through the tasks and milestones their new direct report should complete, from day 1 to day 90.

Successful orientation content is continuously updated to reflect present-day operations and standards, and role-specific, so it's relevant and easy for the end user to understand.

What to expect

  1. 1
    We get to know your current onboarding challenges and goals

    Our intake includes a review of your

    • onboarding team, if any
    • onboarding technology, if any
    • onboarding content, if any
  2. 2
    We design your onboarding solution

    We determine the technology, plus level, availability, and duration of support needed.

    Level
    • Lead
    • Support
    Availability
    • Full-time
    • Fractional
    Duration
    • A few hours or days
    • Monthly support
    • A year or more
  3. 3
    We agree on a timeline and get to work

    We run or support your onboarding operation, communicating and recalibrating as we go.

Our promises

  • Free audit

    Complete our intake form and we’ll share a free audit with some initial recommendations, within 7 business days.

  • Get started fast

    Solutions ready in as little as 30 days

  • Scale as you go

    Just the right amount of support at every stage

  • Satisfaction guaranteed

    If we don't meet your expectations, we'll help you find another vendor

Onboarding capabilities

Core

  • Common issues & resolutions
  • Day 1–90 role-based onboarding plans
  • Intranet knowledge hub implementation
  • New hire check-ins & surveys
  • New hire checklist
  • Orientation session facilitation
  • Policies & expectations
  • Pre-boarding
  • Process & procedure documentation
  • Quick-start guides
  • Safety & security protocols
  • Supervisor new hire checklist
  • System, tool, equipment demos

Advanced

  • Buddy & mentor programs
  • Content accessibility (e.g., language translation)
  • Content analytics
  • Content governance & updates
  • Content localization (e.g., versions per site)
  • E-learning
  • New hire paperwork automation
  • Onboarding completion tracking
  • Onboarding videos & podcasts
  • System & automation development
  • Train-the-trainer

Onboarding system
Return on investment

  • Shorter ramp-up to full productivity
  • Higher 90-day and first-year retention
  • More confident new hires

Case Studies

Showing 11 of 22 case studies

Sales Leadership Recruiting

Built a dealer relations leadership team for a musical instrument manufacturer expanding its wholesale market. The dealer network grew by more than 500%.

Industry
  • Manufacturing
Headcount
10+
Function
  • Sales
Situation
  • Brand growth
  • Sales enablement
Services delivered
  • Recruiting
  • Onboarding & orientation
Technology
  • Applicant tracking system

Training and Development Team Transformation

Scoped and recruited the new operations learning and development team to support increased demand by a healthcare organization bringing dozens of roles in-house. The team expanded onboarding and development support to 10,000+ employees at 180+ locations and made training records more accurate and convenient.

Industry
  • Healthcare
Headcount
10+
Function
  • Training & Development
Situation
  • Insourcing
  • Rapid growth
  • Multi-site rollout
  • Change management
Services delivered
  • Workforce planning
  • Recruiting
  • Onboarding & orientation
  • Training & development
Technology
  • Intranet knowledge hub
  • Learning management system
  • Applicant tracking system

Startup Go-to-Market Team Design & Recruiting

Stood up the first sales and operations team for an equipment manufacturing startup in the entertainment industry. The product was adopted across the entertainment industry, and the company earned recognition in top-tier media, including The Tonight Show.

Industry
  • Manufacturing
Headcount
10+
Function
  • Sales
  • Operations
Situation
  • Startup
  • Product launch
  • Sales enablement
Services delivered
  • Organization design
  • Staffing plans
  • Recruiting
  • Onboarding & orientation
Technology
  • Applicant tracking system

Housekeeping Team Orientation

Created a multilingual onboarding program for housekeeping teams brought in-house from a vendor. New hires onboarded faster, CMS compliance findings fell, and training records became more accurate and convenient.

Industry
  • Healthcare
  • Hospitality
Headcount
1,000+
Function
  • Environmental Services
Situation
  • Cost reduction
  • High turnover
  • Regulatory compliance
  • Multi-site rollout
  • Change management
  • Insourcing
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • E-learning
  • Video production
  • Quick reference guides
  • Posters & collateral
  • Translation & localization
  • Train-the-trainer
  • Facilitator guides
  • Safety training
  • System training
  • Competency framework
Technology
  • Intranet knowledge hub
  • Learning management system

Equipment Management Team Orientation

Built a new onboarding program for equipment management teams including illustrated step-by-step procedures, and systems training. Compliance with the new equipment management practices rose by 90%+ and equipment rentals and losses fell by millions of dollars.

Industry
  • Healthcare
Headcount
500+
Function
  • Equipment Management
Situation
  • Cost reduction
  • Rapid growth
  • Multi-site rollout
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • Quick reference guides
  • System training
Technology
  • Intranet knowledge hub
  • Learning management system

Sales Team New Hire Training

Produced model-specific video tutorials on the company intranet to onboard frontline sales hires consistently amid high turnover. New hires got up to speed faster, and refreshing product knowledge became easier.

Industry
  • Automotive
Headcount
10,000+
Function
  • Sales
Situation
  • High turnover
  • Sales enablement
Services delivered
  • Onboarding & orientation
  • Training & development
  • Video production
  • E-learning
Technology
  • Intranet knowledge hub

Food and Nutrition Team Orientation

Created a multilingual onboarding program for food and nutrition teams brought in-house from a vendor. New hires onboarded faster, food health and safety compliance findings fell, and training records became more accurate and convenient.

Industry
  • Healthcare
  • Hospitality
Headcount
1,000+
Function
  • Food & Nutrition Services
Situation
  • Cost reduction
  • High turnover
  • Regulatory compliance
  • Multi-site rollout
  • Insourcing
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • E-learning
  • Video production
  • Quick reference guides
  • Posters & collateral
  • Translation & localization
  • Train-the-trainer
  • Facilitator guides
  • Safety training
  • System training
  • Competency framework
Technology
  • Intranet knowledge hub
  • Learning management system

Waste Handling Compliance Program Build

Built a multi-state onboarding program for employees and contractors on waste handling and segregation under RCRA and state rules. Awareness of the regulations and proper waste handling increased across the workforce and risk of compliance penalties fell by millions of dollars.

Industry
  • Healthcare
Headcount
200,000+
Function
  • Waste Management
Situation
  • Regulatory compliance
  • Multi-site rollout
  • Change management
  • High turnover
  • Incident response
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • Curriculum design
  • E-learning
  • Posters & collateral
  • Train-the-trainer
  • Facilitator guides
  • Translation & localization
  • Scenario-based training
  • Safety training
Technology
  • Intranet knowledge hub
  • Learning management system

Offshore Customer Service Team Orientation

Documented proprietary standard operating procedures for a pilot of offshore specialist and analyst teams acting as a shared service for 180+ domestic hospitals. The global team was onboarded and service standards were defined and sustained throughout the pilot.

Industry
  • Healthcare
Headcount
500+
Function
  • Shared Services
Situation
  • Cost reduction
  • Offshoring
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • Standard operating procedures
  • System training
Technology
  • Intranet knowledge hub
  • Learning management system

Career Path Design for Entry-Level Roles

Created a multi-tier development roadmap for entry-level supply chain roles working across nearly 200 hospital and distribution center locations. The program provided clear, achievable role growth, and job satisfaction and retention rose among first-year hires.

Industry
  • Healthcare
Headcount
2,000+
Function
  • Supply Chain
Situation
  • Flatlining professional development
  • Multi-site rollout
  • High turnover
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • Career path design
  • Competency framework
  • Scenario-based training
  • Train-the-trainer
  • Facilitator guides
Technology
  • Intranet knowledge hub
  • Learning management system

Contract Analyst Orientation

Developed an orientation program for a group purchasing organization’s (GPO) new contract analysts. Program included clear, step-by-step workflows with system screenshots. New hires proved able to evaluate contracts correctly with fewer manager escalations.

Industry
  • Healthcare
Headcount
20+
Function
  • Procurement & Contracting
Situation
  • High turnover
  • Financial stewardship
Services delivered
  • Onboarding & orientation
  • Training & development
  • Operations training
  • Standard operating procedures
See all case studies

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