Free Webinar: Onboarding – Transform How You Bring Aboard New Customers and Staff Efficiently

You get new customers/citizens reaching out to you every day. You hire new employees. You contract with new supply chain vendors or business partners. Now what? For each person who interacts with your business stream, you should have a process mapped out to make that time the best and most productive it can be, regardless what that interaction entails.

For any of these scenarios, you’ll need to integrate workflow, document management, records management, data privacy, data security, (possibly) case management, and more to expedite this new relationship with ease.

In this webinar, AIIM’s chief analyst Bob Larrivee will share top tips and methods to consider and implement to ease and expedite your onboarding process. We’ll discuss:

  • Information capture – from paper to digital, capture at first touchpoint to process is key
  • Digitalized core business processes – automation is more than steps in the workflow
  • Security and Privacy – working hand-in-hand

You’ll find that many of these suggestions are applicable to the different types of relationships we mention, so join us to learn how you can improve processes in your own organization when new clients, citizens, partners, and customers work with you.

This webinar is approved for 1.0 hour of CIP Maintenance Credits.

Speaker for this event:


Bob Larrivee
VP & Chief Analyst