Onboarding process

Get started quickly with your group consolidation with our onboarding process

Share on facebook
Share on twitter
Share on linkedin

A structured onboarding process is included when you become a customer with us. This is so that you and your colleagues can quickly get started with group consolidation in our system. The process gives you knowledge of the platform, the opportunity to ask questions as they appear and shortens the start-up time. In addition, you get your own contact person.

This is how the process works

Once we have made it through the onboarding process, you will have the basis and knowledge needed to make you feel ready to use our tool yourself. We adapt the process and start-up to your group and the needs you have. We always start from a foundation and routines that we have carefully developed.

In parallel with the onboarding, you also get access to free training every week.

So, how does it work?

Do you want tips on how to succeed with your consolidated financial statements? Do not miss these tips from the specialist.

We develop a project plan

If you are interested in starting to use our platform for group consolidation and reporting, you will first receive a demo. We show the platform so that you can get a better insight into how the tool works. We then produce a quote, and when the quote is approved, you will be contacted by one of us at Boardeaser.

We then set up a project plan with all the information related to the project. In the project plan you will find everything from participants and division of work to schedule, activities, checklists, processes, needs and training sessions. Here we collect all the essential information about the onboarding. This includes your upcoming work, including a development plan for any wishes you have regarding our platform.

The project plan always contains the same parts, but is adapted to your particular company structure.

We have several information and work meetings

The onboarding process also includes several meetings. We start with a start-up meeting, and before the meeting you get templates with information about what preparations are good to do. At the upcoming meetings, we go through the tool, set up your company’s structure and handle various issues that may exist.

Between meetings, you and those from your company who will use our platform get time to work on their own in the tool. You also get tasks to do between our meetings together so that you can feel at home in the tool faster.

Of course, we take into account what your group looks like. The meeting structure is planned according to whether you, for example, have a single group or several subgroups. We adapt the number of meetings and how often we have them according to your needs, but on average an onboarding process usually includes about four to six meetings.

The onboarding process at a glance

What important steps does the onboarding process include? In short, you can expect this:

We adapt our processes and solutions to your needs

Our goal is to be able to offer you and your company everything you need for your group consolidation and reporting. We want our tool to help you manage all parts of the different processes.

An important part for us in the onboarding process is to see what you and your company have for needs and what you want to be able to do with our platform.

If you need functions and solutions that are not in our platform yet, we include this in the project plan that we create for your company. These development points, as we call them, become part of our overall development plan going forward.

We offer several courses in parallel with the onboarding

While we take you through the onboarding process, we also offer training. In connection with the start-up, you will receive recommendations on which courses you and your colleagues should attend in parallel.

The trainings are a good complement to the onboarding process. They provide in-depth knowledge, good repetition and are another opportunity to ask questions that may arise.

Riksbyggen
Spiltan-invest-logga
monterro
skanska
Albert-logo

Book a demo and test our platform for 30 days free of charge

Do you want to know more about our group consolidation platform and how we can tailor it to the needs of your business? Now you get a demo and 30 days free of charge!

During a demo, you will get, among other things:

  • tailored review of the platform’s features
  • answers to your questions and concerns from one of our experts
  • tips on how to work smarter (instead of harder)

Afterwards, you will have the opportunity to test our platform for 30 days free of charge. You do not commit to anything, the subscription will automatically end after the trial period unless you choose to continue.

Book a demo by filling out the form on the right. We will get back to you as soon as we can with suggestions for times.

Book a demo of our platform

Read more posts

Skriva vd-rapport

How to write a good CEO report

Are you going to write a CEO report? We sort out what your report must contain, how to choose key figures and how to present data so that the entire board understands.