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Ideal onboarding process: 3 challenges and how to solve them

In this article, you will learn how to create an onboarding process for new employees quickly, effectively and with little time expenditure, which will finally make the induction process scalable for you. 📈

The advantages of processes when onboarding new colleagues:

  • Efficient growth through onboarding processes
    Establish clear processes and assembly lines for onboarding in the company
  • Consistent quality
    An internal academy makes training and iteration easy
  • Preserve knowledge
    Protect yourself against the loss of business-critical knowledge due to employee turnover

You learn:

  • Why knowledge sharing in the silent mail principle ensures that you cannot guarantee consistent quality
  • How your onboarding process can be created easily and even while you are training employees on the side, without investing additional time
  • Resolving major dependencies on key employees
  • A method of withdrawing further from day-to-day business as a managing director and holding fewer meetings 
  • How you will save a lot of money through scalable onboarding

‍Let's go! 🎬

What do financial experts say about onboarding processes?

"92% of CFOs believe that good onboarding could reduce or eliminate the high costs associated with unwanted turnover."

This was the result of a survey by Forbes Insights and SilkRoad of 212 CFOs and finance executives in the USA.

Nevertheless, only 27% state that their company is improving training in order to retain employees.

The 3 biggest problems that an onboarding process solves:

#1 Quality suffers: Knowledge transfer in the silent mail principle

The transport of information using the "silent mail principle" is a medium fraught with various sources of error...

Do you know Stille Post? - Definitely from your school days.

But what does this mean in the context of knowledge transfer in SMEs?

The silent post principle explained 🤫

Employee A explains something to employee B, who explains it to the new employees C and D and they understand it differently and do it wrong... 

Stupid, now employee A's mistake has to be corrected again and employees C and D feel bad.

Employee A becomes increasingly frustrated and is unable to focus on his actual tasks.

In short: this costs money and the nerves of everyone involved!

But why is that? 

  • Human memory is poor
  • Gaps in memory are automatically filled with schemas 
  • This effect is even more pronounced the fewer comparative values are stored for a situation

In the worst case scenario, they learn it wrong from the start, make avoidable mistakes and feel inadequate, and their initial motivation drops.

→ The human transportation of information through one's own interpretation, compartmentalized thinking and lack of memory leads to falsification

Sometimes this happens consciously, but always unconsciously. 🧠

Loss of information and quality with the silent post principle. For example, only 80% of employees understand exactly what the boss means. It is important to convey the information in the best possible way, especially during this learning phase.

#2 It is incredibly resource-intensive to explain the same thing over and over again and it takes a lot of energy

We would like to explain this to you using an example: Our customer Sascha Schalk, Managing Director of Cool & Smart GmbH, sells air conditioning systems in the premium segment with his company.

He had to deal with the same problems . He uses Memberspot to prepare his customers for the individual consultation and also provides them with useful tips on use and troubleshooting after the purchase. 

Premium advice for his customers costs him an enormous amount of time; on average, he invests 2 hours per consultation.

At some point, he and his sales staff felt like they were in a Punch and Judy show. 🎭

Day in, day out, they explained the same thing over and over again.

It was exhausting and tiring for everyone, the fun fades, motivation drops to rock bottom at some point and consulting becomes a chore.

Do you also know this feeling of always having the same customer onboarding? 

At some point, your passion turns into a cramp, you lose interest before every conversation and then you don't even know whether the prospect will become a customer?

Then you should definitely find out how Sascha managed to free himself and his team from this situation and solve the challenge of constant repetition.

This also applies one-to-one to onboarding processes for knowledge transfer 😊

Now to you.

What are topics that you always have to explain to new employees? 

  • Vacation requests
  • E-mail and calendar setup
  • Communication with customers
  • Dealing with company vehicles
  • Safety training
  • Instruction in special machines or programs
  • Quality assurance 
  • General organization and processes 
  • Sales and product training
  • Travel expense and travel expense accounting
  • Special recurring processes in your field of activity 
  • etc. 

I'm sure you can think of many more examples, but imagine never having to "preach" all that again? 🙏🏽

How much time and money would you save if you could automate these processes

-> Right, lots of them!

But these are not the only advantages, because you also manage to free yourself from dependence on your best employees. 🔓

#3 Blackmailable and dependent on system-relevant employees and managers

Do you have employees who are important, but even more indispensable

Congratulations! Not every entrepreneur manages to attract and retain good, qualified employees! But what happens when such an employee leaves?

And what makes employees indispensable?

By having sole process knowledge, as hardly any other employees need this expert knowledge. This gives them a major advantage, as they know that they are essential to the company. 

There is usually no malicious intent behind this, that's just the way the system is. Since the managing director indirectly puts himself in a monopoly position, it would be unwise not to do so as an employee.  

It is not uncommon for these employees to have the upper hand in salary negotiations, simply put, they blackmail you in the salary negotiation and you are then faced with the question of whether to give them what they want or let them go with all their business-critical knowledge

This results in a number of other problems, as these employees cannot simply be fully replaced quickly. As the managing director, you often have to step in and familiarize yourself more deeply with these issues. 

Make yourself independent of system-relevant employees
Source: Pexels

But now imagine the worst case scenario in employee management:

All your employees are gone from one day to the next. 

What do you do then? 

It is not uncommon for a good employee to set up their own business together with their colleagues.

Because what he does for you on the basis of a standard industry salary, he can actually do himself and earn significantly more money and realize his full potential.  

In a craft business, for example, customers are used to the employees, they usually don't even know the manager. 

If the employees now become self-employed, they also take the customer base with them.

How long does it take you to acquire new customers, conclude contracts and ultimately provide services? 🖋️

How quickly can you get back on track when you need to find new employees, especially now that skilled workers are becoming increasingly scarce?

Then you have to retrainthem all from one day to the next... a frightening idea.

This can mean the end for smaller companies in particular.

Your back office staff, who can't help it, lose their jobs and suddenly a flourishing company is on the brink of collapse

This is because the employees performing the work generate the turnover.

Imagine a horticulturalist who has groundskeepers who visit their customers every week. There is a relationship between the customer and the specialist, a basis of trust, a kind of bond that the manager can never build up in this way.

If this employee sets up his own business with his colleagues, customers are very likely to follow him. 

People are creatures of habit, they don't like change and if something has been going well for a long time, the customer will refuse to get used to new specialists. 

Have you ever thought about this? 

Because it happens to even the best managing directors.

The solution: imparting knowledge about processes with the help of videos in digital onboarding

Why videos? 

  • Quick and easy creation 
  • Communicating knowledge in a clear and interesting way
  • A familiar face, instead of dry lists or written documentation 
  • Screen recordings can provide specific instructions on how to use internal programs, for example 
  • Videos appeal to more senses than other media, increasing attention and improving memory performance

You can nip these 3 problems in the bud! 🦠

There is a simple solution: create internal training areas!

Structure the workflows in your company into processes, document these processes in videos and train your employees in the future.

Memberspot is suitable for creating courses of any kind

Online courses are not only easy to sell, they are also very easy to create, which saves time and money and can be used for various purposes such as customer training.

That's what Sascha from Cool & Smart did. But not by onboarding his employees, but his customers! 

Sascha's COOL car, which is of course also branded

Onboarding customers through online courses

Sascha contacted us, he packaged his consultations into a process and mapped it in an online course.

As a result, he has reduced the time he and his team wasted on consultations by 75%

He now only needs an average of 30 minutes, as most questions are answered in his course. ⏰

Another major advantage is that he is very likely to know whether a customer will buy before the sales pitch. 

Sascha has managed to provide his customers with comprehensive information even before the consultation.

This is how Sascha structured his customer onboarding via Memberspot

He has created various lessons in his course. 

In the first section, which interested parties can optionally view, he introduces the company. 

He talks about his mission, the company's history, takes the audience on a tour of the company and gives a glimpse behind the scenes.

This promotes trust in his company, the quality he promises and in the products enormously.

Customers can view all relevant information in advance
Source: Pexels

In the second section, which is marked as important, the preparation for the consultation begins. 

So that he and his sales staff do not have to explain the same things over and over again, he provides his potential customers with detailed information

It shows how everything works, from installing the air conditioning system to configuring the remote control.

After this introduction, he addresses the most common objections from his customers and explains why the motto " cheap doesn't always mean cheaper", because buying cheap means buying twice.🫰🏽

In addition to the purchase costs for an air conditioning system, maintenance and rising energy prices also play an important role. 

In addition, inexpensive devices often ignore important points such as the quality of installation, appearance, background noise and noise pollution. 

Sascha gets all of this out of the way before he even gets in touch with the customer.
In other words, he manages objections before the consultation and can therefore pre-qualify his customers!

Because with its premium products and first-class service, it skillfully outperforms the competition in the low-price sector. 

But that's exactly what he has to explain to his customers so that they understand why his products are more expensive. 

Sascha provides his prospective customers with over 6 hours of free video material. He even goes one better and explains the most common operating and application errors. This means that technicians no longer have to go out to the customer so often, and customers can help themselves. 

This not only saves time. These satisfied customers are happy to recommend Cool and Smart to their friends! 🤩

See for yourself if it was worth it for him, check out our interview with him!

Sascha's example shows that sales talks are also time-consuming and consume resources because the same thing is explained over and over again. 

Many of our customers, such as Lasco Heutechnik GmbH and Ledtermann Metallbau GmbH, are already successfully using internal training areas to train their employees and customers in specialist topics, thereby saving enormous amounts of time and personnel resources. 

Free technical articles as digital customer training

The Lasco Academy is a modern online training platform that provides short articles and training videos on various specialist topics. Participation in the Academy is free of charge. 

With digital customer training, the Lasco Academy offers customers and interested parties the opportunity to find out about the products and their possible applications before making a purchase decision, delivery or installation. The offer is constantly being expanded. 

You can also watch a short video on the website explaining how Lasco GmbH uses its Academy and what specialist topics they talk about.

Screenshot of the Lasco Academy

Ledtermann Metallbau GmbH explains everything about the company and the workshop in its training area for employees. 

They create very short videos in selfie mode.📱

The work in the CRM and the complete order process, i.e. from inquiry to acceptance, was also incorporated into a process.

There is also an interesting interview with Andreas Ledtermann, the managing director of the GmbH. 

Screenshot of the Ledtermann GmbH website

Training employees and customers in a resource-saving way?

You can do that too! 

Figures speak louder than words - also in employee recruitment

Thanks to Memberspot, our customer, Energiekonzepte Deutschland GmbH, was able to recruit 560 new sales employees in just 9 months, train over 1500 employees and save over 36,000 hours as a result.  

Energiekonzepte Deutschland see themselves as consultants for forward-looking energy solutions. The main focus is on personal advice on site instead of one-sided advice from the office. 

The goal is an individualized concept that corresponds 100% to the customer's preferences and ideas. 

Screenshot of Fritz's presentation at the specialist company congress in Hanover

‍Soundsunrealistic?

But it is!

Take a look at the interview with Christopher, Head of Sales at Energiekonzepte Deutschland. He talks about Memberspot from a customer perspective and the successes he and his team have achieved through its use. These are more than impressive.

You too can save time and money when training employees and customers and onboarding new staff! 

The right implementation for employee and customer training through online courses

Now you're probably thinking about how you can properly map employee and customer training. 

It's child's play with Memberspot! 👶🏽

You record a video or your employees, who are already experts in their field, and explain exactly what you would explain to your new employees in person

You simply put this in different courses or chapters of a course.

What happens now? 

You have simply automated your onboarding!

When a new employee arrives, you give them access to the course and they can now complete the various lessons relevant to them independently.

Meanwhile, the rest of your employees can carry on with their work as usual.

In addition, you are no longer dependent on system-relevant employees, as you have automated a large part of your processes. 🏭

→ This means that business-critical knowledge can no longer be lost when employees change, knowledge is not imparted incorrectly and retention is significantly increased.

This is how to resolve the silent mail principle and preserve quality

The employees learn directly from the experts and can thus significantly increase their memory performance to over 80% and up to a full 100%.

Repetition and learning at your own pace are possible!

‍What ifthe new employee has forgotten something?

→ Then he simply looks at the lesson in question again

A bonus: The new employee has a good feeling, because he is not holding up any colleagues, can work on his tasks independently and at most gets feedback on the completed tasks.

The individual onboarding lessons or courses can also be deepened through tests, new processes can be added and old processes can be revised at any time and from any location. 🌍

If there are one or two processes that need to be fully understood by the employee, you can set up Memberspot so that video units must be viewed in full before moving on to the next lesson.

3 tips for easily creating your online course in the area of onboarding

#1 Tip: 

films the induction of new colleagues! 

Whether via Zoom, screen recording or on site with the smartphone camera. 

This way, your onboarding video is created without any extra work. 

→ You explain to your trainee how to clean the coffee machine in the break room properly, and they should explain it to the other trainees.

If he explains it incorrectly or inadequately, the fully automatic machine could easily break down.

Simply film how you explain it to your trainee and the other trainees can watch the video on their own responsibility. If you also mention the common sources of error in one go, you'll never have to worry about the coffee machine again.

However, this is exactly what you do for the little things that you always explain.

#2 Tip: 

Define your processes, establish assembly lines for familiarization in the company.

#3 Tip: 

Use the Pareto principle: concentrate on the most important processes in the company at the beginning, the most relevant 20%, they deliver 80% of the results. 

→ Present the core tasks of sales or marketing or focus on the time-consuming auxiliary processes that can easily be delegated to other employees, such as preparing quotations, order processing or filing.

Also make sure that your company's specialists leave their expertise behind and instruct them to document their knowledge so that you are and remain independent of key employees  

The Pareto principle, also known as the 80/20 method

‍Processesare an end in themselves for quality. ✨

However, it is very important how the processes are communicated, as this has an impact on the learning experience!

This plays a particularly important role in onboarding, as the employee is usually not yet very familiar with the company and its products. 

→ Use videos to communicate your knowledge better!

2 basic rules for creating the right video for onboarding video courses:

  1. Attractive design:
  • Good video and sound quality
  • Structure
  • Entertainment value

  1. As much as necessary, as little as possible
  • Don't overwhelm employees with too much input 
  • Pareto principle: impart 80% of the relevant knowledge in 20% of the time 

How do you depict processes in video courses?

Let's stay with the topic of processes and process modeling for a moment:

Every process has a trigger, action, role and result.

Screenshot explaining processes from Fritz's presentation at the A&M Fachfirmen Kongress

If you want to explain products or tasks that require explanation to employees or customers, how can this be explained in a contemporary way so that it is easy to work with?

By packing this knowledge into small, compact learning units, videos are the most sensible medium for this.

Most companies, especially small and medium-sized enterprises, rarely document business processes in detail. 

This is understandable, of course, given the many tasks that have to be completed every day. 

There is simply no time to document the processes. 

For most employees, the working day ends after eight hours on average, during which time sales have to be generated. 💰

Many people do not realize how many advantages documented processes offer in the long term. 

Diagram on sheet
Scale your company through clearly defined processes
Source: Pexels

Are you an entrepreneur and don't yet have a system in place to train new employees and make onboarding as easy as possible for everyone involved?

You don't have clearly defined operating procedures and are not only constantly working in the company, but also on the company? 

Then you should definitely read on. 📚

Reducing dependence on managing directors

The detailed documentation of processes has long been established in corporate groups.

But there are also many advantages for SMEs. This is because small and medium-sized companies are often very dependent on their managing directors.

 

As an entrepreneur, for example, can you spontaneously go on vacation for three weeks ?

Can your colleagues manage the 21 days without you, or are you too important for the day-to-day running of your company? 🏝️

You're probably too relevant to your colleagues in your day-to-day work to just spontaneously jump ship, due to a lack of process management and inefficient knowledge transfer.

Do you want to fully enjoy your vacation again or go hiking, spend time with your loved ones and not worry about your business? 

You should and must, because you are responsible for your colleagues and the successful operation of your company, and you need your energy for this, but it is not inexhaustible. 💪🏽

Man at the airport
Relax and unwind without having to keep a constant eye on your business activities
Source: Pexels

We've given you 3 tips, but you're probably still wondering how to get started and how best to present your processes.

Start with the onboarding process

It makes sense to map onboarding as a process first. 

Use the fresh perspective of your new employees. What is unclear to them is often also incomprehensible to the next new employee. 

In this way, each process can be displayed step by step. 

Get regular feedback from your new employees. Feedback helps you to identify important issues that seem obvious to you and make them understandable to others. 

However, processes are not only useful for the company, but also for the ongoing motivation of new employees. 

Employee retention can be increased by 82% through good onboarding and productivity by 70% on average. 

However, 88% of all employees say that their company has not done a good job of induction, according to Glassdoor Studio's recruitment statistics

Onboarding processes can help with induction and provide more than an initial overview of the company's activities, right from the first day of work

The optimization and presentation of existing processes offers so many different advantages that the effort required to create an onboarding process suddenly seems quite small compared to the added value.

Stop playing the explainer, let the memberspot do it for you! 🐻

Employee exchange and engagement on the Memberspot intranet 

PP film with forum
The simple intranet with the help of Memberspot

Creating an appropriate learning environment, promoting exchange among your own employees and all in compliance with GDPR?
The new individual intranet for your workforce. - Coming soon to Memberspot!

Do you have any questions? 🙋🏽

Then make an appointment for a consultation or test Memberspot without obligation.

Your Memberspot team!