Onboarding Archives - BetterCloud Fri, 18 Aug 2023 17:03:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.3 https://www.bettercloud.com/wp-content/uploads/2021/07/cropped-BetterCloud_Avatar_Blue_RGB-32x32.png Onboarding Archives - BetterCloud 32 32 How to Automate User Provisioning Across Your SaaS Stack https://www.bettercloud.com/monitor/automate-user-provisioning/ Tue, 24 Jan 2023 13:00:00 +0000 https://www.bettercloud.com/?p=39654 Imagine you’re about to log on for your first day of a brand-new, full-time remote job. You put a lot of effort into the application process and you’re excited to hit the ground running. Some preliminary set-up is expected, sure, but you’re hoping to contribute as soon as possible. 

Right away, you’re unable to access your new Slack account. After IT intervenes and gets Slack going, you log in and realize they got your job title wrong. You could follow up on that, but you realize you don’t even have clearance to the Slack chats your team uses, so you’re going to have to bug IT about that first. And you almost forgot—there’s a Zoom meeting in 45 minutes and no sign of a login and password for that, either. You realize each subsequent issue means another ticket to submit to IT, with your manager cc’d for approval on every last one. So much for hitting the ground running!

If a prized new hire’s first day goes something like this, they likely won’t be spreading word of how innovative and modern your company is. 

Unfortunately, a smooth onboarding cycle is getting harder and harder for IT departments to pull off. 

Other departments like HR and payroll have paperwork and new permissions to add to the process, and with more new hires working remotely, onboarding becomes increasingly confusing. The same goes for departing employees and employees moving within the company. 

The solution is a process called automated user provisioning. In this article, we’ll show you how it can help IT avoid these pitfalls and foster a happy, innovative workforce. 

What is user provisioning? 

User provisioning is the process of granting employees certain clearance levels and access to applications and data within a company. For example, it’s deciding who has admittance to a Slack chatroom for company managers, or permission to view files containing sensitive client information. 

User provisioning can also occur during an employee’s time with a company, such as when the employee is promoted or assigned to a different team. And finally, there’s de-provisioning; when an employee leaves your company, you’ll want to make sure their access and credentials have been revoked and passed along elsewhere, if necessary. 

Why user provisioning is so time-consuming in a SaaS-filled workplace

According to BetterCloud’s 2023 State of SaaSOps report, the average organization has 130 apps in its SaaS stack. That’s a lot of accounts for IT to create and manage users within. As remote workers join on across time zones, IT tickets can feel like they’re piling up around the clock. (All this in addition to the hoops you have to jump through when a new app is added to your SaaS environment).

For a company with over 200 employees, manual onboarding takes an average of six hours per new hire, and seven for manual offboarding of a departing worker. Which brings us to the much more appealing (and efficient) alternative…

Why it’s so important to automate user provisioning

Automated user provisioning provides and manages access to data, systems, and applications within a company through automated processes. Manual user provisioning is extremely time-consuming and can lead to costly human errors from overworked IT staffers, who’d be better utilized (and happier!) tackling more strategic projects within your company’s infrastructure. 

And think of our new worker example from the introduction—no one wants their IT department to be known for how long its new hires are always waiting around for their login credentials. Instead, new hires will be impressed with a modern, mistake-free welcome. 

For example, a BetterCloud onboarding workflow enables IT to create new accounts by pulling new employees’ details directly from Google or Azure AD. No more misspelled names or misplaced job titles.

Once you automate provisioning, your company’s gains will soar beyond eliminating problems. For instance, studies show that 69% of employees are more likely to remain with a company for three years if they experienced great onboarding. (Check out our deep dive on the correlation between automation and employee retention).

How to automate user provisioning in onboarding

To begin to automate provisioning for new hires, you must first select a SaaS management platform (SMP). Yes, alternatives to SMPs—such as iPaaS and IDaaS—may offer automation capabilities, but they are best suited to automating more basic tasks, like sending a Slack message when a Salesforce event occurs. SMPs, like BetterCloud, are by far the most user-friendly choice because they allow IT to automate complex workflows much more easily. Otherwise, your IT staff would need to build the workflow itself, likely wasting valuable time learning all that scripting. 

To provide the best onboarding experience, you can use your SMP to build a zero-touch workflow, which automates every manual task in the process. BetterCloud interprets metadata from the apps it’s connected to, so it can understand who manages who, or if an account for a certain user already exists inside an app. 

Implementing zero-touch onboarding with BetterCloud will lead to immediate gains in some of the most important apps in your SaaS stack. BetterCloud can automatically provision and deprovision user accounts in Slack and Zoom. Without IT having to make a move, BetterCloud can automatically provision accounts in Microsoft Forms and Zendesk.

All it takes is a manager’s approval and the automated process is set into motion! 

How to automate user provisioning for other use cases

User account provisioning is an important process your company will have to revisit well beyond the onboarding phase. For events during an employee’s tenure that necessitate new logins and clearances—such as a promotion or a transition to another team—zero-touch workflows again make the process succinct for IT. 

Same goes for mergers and acquisitions. These can be daunting (and costly) times for IT departments, when tech overlap and security gaps must be sorted out promptly and accurately. With BetterCloud, IT can quickly build automated workflows that do exactly that for M&A

Let’s say a larger company that uses Salesforce acquires a smaller company that uses Zendesk. Using BetterCloud, IT could quickly assemble an automated workflow that creates Salesforce accounts based off the existing Zendesk accounts, then deletes those Zendesk accounts to save costs. 

Automated provisioning processes are also invaluable when an employee leaves the company. A workflow that erases an outgoing staffer’s credentials at 5:00 pm on their last day and automatically transfers all necessary data and logins assures a smooth transition to a new employee and reduces the risk of security breaches during this transitory phase. 

Conclusion

An SMP like BetterCloud was purpose-built for automating user provisioning. With its 70+ out of the box integrations and the capability to easily create custom integrations, BetterCloud lets you provision—and deprovision—accounts quickly and easily. 

That’s not to say there’s no learning curve with BetterCloud. But with its user-friendly interface and “when-if-then” workflow logic, the learning curve is designed to be a smooth one. Unlike other platforms which require coding, BetterCloud’s no-code approach allows IT to create automated workflows within heavily used SaaS apps—Google Workspace, Microsoft 365, Okta, Zoom, Slack, etc.—right away. To personalize those workflows, BetterCloud comes equipped with 1,000+ out of box actions. And since BetterCloud was designed to be flexible enough to extend to the thousands of SaaS apps on the market today, there’s no need for frequent, expensive updates as your SaaS stack evolves. 

BetterCloud is here to unlock the potential of your team—especially in an increasingly remote workplace. To see BetterCloud in action, schedule a demo today.

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How Zero-Touch Onboarding Impacts Employee Retention https://www.bettercloud.com/monitor/how-zero-touch-onboarding-impacts-employee-retention/ Thu, 25 Aug 2022 15:30:00 +0000 https://www.bettercloud.com/?p=38459 Before I joined BetterCloud, I wrote a lot about hiring trends. Before I wrote about hiring trends for a living, I was a recruiter. And in both of those jobs, my teams were responsible for understanding how to attract top talent—and more importantly, how to retain your best employees.

I assumed I’d never write about employee retention again, given all the incredible technology we have to discuss on this blog. But as we continued to write about the importance of automating your onboarding process, we started to wonder how a zero-touch IT mindset addresses some of the biggest challenges in employee retention.

As a fun exercise, I dug up a few employee retention stats that I used to cite several times per week in my previous role. Let’s review just a few of them and discuss how your onboarding workflows assuage any concerns you might have about falling prey to the most common challenges of employee retention.

Zero-touch onboarding enables a positive (and rare) onboarding experience

It would be easy to assume that most companies provide an onboarding experience that you’d consider to be “good enough.” But in 2018, Gallup found that only 12% of employees strongly agree that their organization does a great job of onboarding new employees. Gallup also reported that this problem was exacerbated by the uptick in remote work that began at the beginning of 2020.

This is a three-year-old statistic, but it’s still cited by HR and IT departments around the world as a primary reason for overhauling and automating their employee onboarding programs. Last year, we learned that electric scooter company Voi was relying on two interns to handle the new hire onboarding process. Not surprisingly, Voi told us that it took roughly two weeks just to prepare to onboard a new employee.

We had to make sure that people did it at eight o’clock in the morning and sent out passwords. To automate that and not have to rely on people to be in the office and not out sick, for example, was the main goal.” – Alex Tsarapatsanis, Head of IT at Voi

You can probably guess where we’re going here. Today, Voi uses BetterCloud to automate its sophisticated onboarding process.  With BetterCloud’s zero-touch workflows, Voi’s IT team triggers its onboarding process from its HRIS and automates 142 steps that would otherwise have been completed manually. Carl Michael Strauss, IT team lead at Voi, told us that now that they rely on BetterCloud to handle its onboarding process, the only thing stopping the team is its imagination.

Speaking of your imagination, check out this episode of The SaaSOps Show to get your creative juices flowing and learn how you can automate your way to a best-in-class employee onboarding experience.

It’s no secret that improving the onboarding process is a priority for HR and IT departments. But why does it matter so much? And as we promised in the title of this blog post, what impact does it have on retention? Let’s take a look.

Employees that can be productive on Day 1 are more likely to stay

Stop us if you’ve heard this before: Zero-touch onboarding workflows enable new employees to get up to speed quickly and be productive on their first day of work. In just a couple of clicks, IT can give them access to all of the apps, groups, calendars, and devices they need to do their jobs. That’s an obvious net positive for your business, especially considering that new hires have a productivity rate of roughly 25% during their first 30 days of employment. 

But how the heck does it impact employee retention? To answer this question, we have to look at the reasons why people are leaving their jobs. 

According to a study conducted by the Pew Research Center, workers who quit their jobs in 2021 cited some typical reasons, including low pay and few growth opportunities. But what’s most striking about the report is that 30% of respondents said they were working too few hours. 

Wait, people are complaining about not working enough? While that might sound absurd to many people, there are several ways that manual onboarding can impact an employee’s ability to do their job—and eventually, that’ll lead to a good amount of frustration.

Take Wave’s experience with BetterCloud as an example. Wave’s IT team uses our platform to automate the entire user lifecycle, which they say made it easy to transition to a remote-first work environment. Even simple tweaks like automated emails have kept their teams more productive than they could have imagined. 

Thomas Janz, IT manager at Wave, told us that their communication with managers is fast and consistent thanks to zero-touch onboarding. Janz adds, “Whether it’s a conversation with HR about a new hire or with a manager about an employee’s maternity leave, we can create tickets based on specific events and take action quickly.”

This is a pretty easy formula to unpack. Onboarding workflows get employees productive quickly. Mid-lifecycle workflows keep them productive. When your staff is productive, they’re less likely to complain about working too few hours—and more importantly, research shows they’re less likely to leave.

Onboarding workflows decrease the costs of backfilling critical roles

In my previous job, we cited the aforementioned Gallup study on employee onboarding almost every day. I write this to say, buckle up for some more stats from that 2018 study—and in just a minute, you’ll see why we’re going back to the well.

OK, so what happens when your onboarding process isn’t up to snuff? Roughly a third of all new employees don’t last more than 90 days on the job, and senior-level hires stay at their organizations for roughly 18 months. Additionally, 56% of IT pros are considering leaving their jobs for more automation-friendly orgs so they can learn or advance their automation skills.

Of course, those short tenures take a toll on the teams left to pick up the slack. But here’s where the financial costs of zero-touch onboarding become abundantly clear. The Society for Human Resources (SHRM) estimates that it costs a company roughly 6 to 9 months of an employee’s salary to backfill their position. The figure that gets cited most often is that it costs an organization between $30,000 and $45,000 to replace an employee earning $60,000 per year. This number accounts for recruiting costs and the productivity lost until someone accepts the vacant position.

That’s not chump change. But in a recent conversation with our IT Director Brian Farrell, we chatted about how tricky it can be to onboard software engineers properly. Not only do they need access to a lot of tools to do their jobs well, but they’re also in insanely high demand. When an engineer is unhappy with their job, they can usually find a handful of organizations that will happily take them on.

So imagine that five developers decide to leave your company early and that all of them cited their poor onboarding as a primary reason for their departure. The average software engineer’s salary in 2022 is $110,000 per year. Let’s break down what replacing those engineers would cost your organization:

  • 6 to 9 months of one typical engineer’s salary: Between $55,000 and $82,000
  • The cost of replacing five software engineers: Between $275,000 and $410,000

That’s quite a hit to any company’s bottom line. In a world where onboarding is flawed at most organizations, it’s not a stretch to say that this is a common cost of doing business. It’s also easy to see the financial impact that a zero-touch onboarding experience can have on your entire company. Not only can your automated workflows get new employees up to speed more efficiently, but they also set them up for long-term success—and save the organization an eye-watering amount of money.

IT’s critical role as a strategic business partner

We’ve written ad nauseum about how IT has evolved from mere ticket takers into critical strategic business partners across your organization. It has long been clear that IT plays a critical role in equipping teams with the tools they need so they can be as productive as possible. 

However, research also shows that there are significant financial benefits to automating your onboarding experience. Not only does a zero-touch IT mindset create a best-in-class experience, but your onboarding workflows have a dramatic impact on your ability to keep employees happy and retain them over the long term.

Want to learn more about how BetterCloud can help you improve your onboarding experience and impact your employee retention? Schedule a demo

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How to Automate Onboarding for Hybrid and Remote Employees https://www.bettercloud.com/monitor/automate-onboarding-remote-employees/ Tue, 03 May 2022 12:00:00 +0000 https://www.bettercloud.com/?p=37226 Remote work is here to stay. From happier employees to competitive business advantages, companies now have tons of incentives to pivot to what Gartner is calling a “distributed enterprise.”

While this is great news for employees and hiring managers, it places a huge burden on IT departments. Support teams are drowning in tickets and monotony as demand skyrockets for hardware procurement, SaaS account creation, and software training. One recent article described this as a helpdesk meltdown.

To give IT a much-needed lifeline, it is more critical than ever to start automating the repetitive, error-prone IT tasks involved with HR processes such as onboarding new employees. Because a smooth onboarding process is critical for retaining talented remote workers, we’ll discuss how to leverage a SaaS management platform (SMP) to automate your onboarding process.  

In this article, we’ll deep dive into how to automate a great onboarding experience for new hires that also saves your IT team time and sanity. To make sure the first impression your company has on a new employee is a good one, we’ll cover everything you need to know to automate your onboarding process.

  1. What do you need to know to select the right SMP for automating onboarding?
  2. What is the process for building an automated onboarding workflow in an SMP?
  3. How do you start a workflow from a ticket or HRIS to achieve zero-touch onboarding?

The first step to automating onboarding is making sure you’ve got the right automation tool in place. Otherwise, you can end up with a solution that is designed primarily for finance teams (not IT), or has a near-vertical learning curve. The last thing your IT team needs is an automation tool that makes it really hard to create and manage workflows.

How to select the right SMP for automating your onboarding process

Before you automate any IT task, you have to make a key decision: which SMP to bring into your IT environment. While other solutions, such as iPaaS or IDaaS, might offer automation capabilities, they are best used when automating short, simpler tasks, such as sending a Slack message when a Salesforce event occurs. 

For multi-step, multi-app HR processes such as onboarding or offboarding an employee, however, the workflows these automation tools create can become exponentially more complex. This is because they simply connect one app to another, merely passing instructions along.

For most IT departments, an SMP like BetterCloud is a far more accessible and user-friendly choice for automation.

BetterCloud ingests and analyzes metadata from the apps it is connected to, so the platform itself knows who manages who, or if a user account already exists in an app. As a result, IT teams can create intelligent automated workflows with a minimum number of steps.

It is critical to make sure your SMP or other automation tool doesn’t come with unexpected opportunity costs. With IT teams already lean and overburdened, you don’t want team members spending their valuable time in extensive product-specific training or learning scripting skills just to build a workflow. 

With an SMP like BetterCloud, your IT team gets the operational intelligence and ease of use you need to get workflows up and running in weeks—not months. Beyond automation, a fully featured SMP can also secure your SaaS, enable you to make bulk changes, and provide valuable application insights to help you make smarter purchasing decisions. You can take a closer look at why you need a SaaS management platform that does it all, and the value you can deliver throughout your organization.

How to build automated workflows for onboarding remote employees

Once you have an SMP in place, you can start getting ready to build automated workflows. The first step is to take inventory of your current IT environment and see where you fall on the spectrum of “low-cloud” to “high-cloud.” Whether or not you use an IDP, the number of SaaS apps you have, and any automations already in place are all important factors to consider. 

You also need to think about automating more than basic app access. An onboarding workflow in BetterCloud can also add users to shared folders, specific Slack channels, and more.

We invite you to watch the on-demand workshop below to learn how to build an onboarding workflow. Three BetterCloud experts walk you through how to get your IT environment ready for automation, and how to structure onboarding workflows.

To learn more about how to automate onboarding in BetterCloud, check out the Automating Employee Onboarding episode of the SaaSOps show. Two IT leaders at BetterCloud deep dive into how they automated employee onboarding in a remote-first workplace that uses a lot of SaaS. They also discuss how they iterate their workflows over time to meet changing needs.

Starting a workflow from a ticket or HRIS to achieve zero-touch onboarding

To provide the best possible onboarding experience for new employees, you will want to orchestrate a zero-touch workflow that automates every manual task in the onboarding process. 

When IT doesn’t need to perform any manual steps to onboard an employee, everyone wins.

Hiring managers can simply set a hire date in an HRIS like Greenhouse, or submit a ticket or form to IT, and the wheels are set in motion. New hires get what they need to do their jobs quickly, errors are minimized, and IT can focus on more strategic work.

In the video below, BetterCloud Solutions Engineer Michelle Lam walks you through, step by step, how to use BetterCloud’s Greenhouse integration to create a seamless, zero-touch onboarding workflow.

Another way to set up end-to-end automated onboarding is to have the workflow start when a hiring manager submits a Jira ticket. Below, you can watch a 30-minute workshop with two BetterCloud experts to learn how to use BetterCloud’s Jira integration to create a zero-touch onboarding workflow. They also review best practices and even include a look at a third-party tool you can use to validate webhooks.

We all know that employees that have a positive onboarding experience will be more invested in their role. After hiring managers do the hard work of interviewing and negotiating job offers (especially in a challenging labor market) the last thing you want to do is frustrate a new employee with app access and equipment delays. No one wants to spend their first day of a remote job submitting IT tickets, or wondering when their laptop will arrive.

When you automate onboarding processes in an SMP like BetterCloud, the benefits are numerous. IT can avoid the error-filled drudge of manual onboarding, and hiring managers can rest assured that the new employees they worked so hard to recruit will have a great onboarding experience. 

With automated onboarding, new hires can get everything they need to be productive from day one, quickly and seamlessly—even access badges for facilities. They can focus on diving into their new role, not figuring out how to get access to Slack or Zoom. 

Automated onboarding is a key part of delivering a magical employee experience for all of your remote workers. To see BetterCloud’s automated onboarding workflows—and other powerful workflows that save IT time and keep remote employees happy—schedule a demo.

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How a Leading Genomics Company Balances Employee Experience & Compliance with BetterCloud https://www.bettercloud.com/monitor/saas-automation-employee-experience-compliance/ Thu, 02 Dec 2021 20:15:00 +0000 https://www.bettercloud.com/?p=35186 Recently, we kicked off our new customer spotlight series by highlighting one company’s digital transformation journey. In today’s installment, we’ll explore how the IT team at a leading genomics company supports fast growth. With their clever use SaaS automation, they adeptly balance employee experience and compliance. 

Read on to learn how they automate day one onboarding to keep pace with their blistering hot hiring velocity, how they keep shadow IT to a minimum while maintaining a secure environment, and how BetterCloud helps them do all of this with ease.

Unique and complex IT challenges

When the COVID-19 pandemic hit, this genomics company quickly set up a new arm of their business that provided testing support and variant surveillance tracking. That bold move meant they needed to ramp up hiring like it never had before—and they needed those people to be on the job as soon as possible. In response, their IT team needed to cleverly automate a best-in-class onboarding experience to get new hires up and running.

To compound this unique onboarding challenge, they needed to maintain processes for both sides of the business and comply with the many healthcare compliance requirements and secure its intellectual property and patient data. They were also charged with doing this while providing employees with access to a broad selection of sanctioned SaaS apps.

How they created a best-in-class onboarding experience

This genomics company manages roughly 100 SaaS apps, some of which have multiple instances to meet both Health Insurance Portability and Accountability Act (HIPAA) and non-HIPAA requirements. All told, 30 of their SaaS apps are managed in BetterCloud.

They have a total of 169 workflows that trigger an initial on-demand workflow. When BetterCloud sees that a new employee has been added in Google Workspace, it executes a series of additional onboarding workflows. Based on the new employee’s department, that person’s apps are provisioned automatically.

But how they use automation for employee experience extends to one more step.

Using onboarding workflows to create badges for new employees

As 2020 progressed and hiring was ramped up to support its new COVID testing operation, IT became the bottleneck to hiring. In spite of their high levels of onboarding automation, it wasn’t enough. They found that they needed to make changes to have true day one onboarding in these new circumstances. One area where this became abundantly clear? Creating badges that would grant new hires access to the testing sites. 

Today, they use a series of workflows to make this process smoother for everyone involved. When a new employee joins their COVID testing team, they gain access to that team’s applications. Additionally, a workflow notifies the team responsible for creating badges and provides critical information such as the new hire’s name and start date. 

How workflows enabled IT to develop a stronger partnership with human resources

To reduce friction even further, their IT team created a day one onboarding workflow that gives its human resources department direct access to BetterCloud. By working together with the BetterCloud team, they created a specific and limited set of access privileges for HR that allows them to start the on-demand workflow that triggers all app provisioning processes and badge creation messaging.

Once the workflow begins, BetterCloud sends a Slack message to HR that notifies them that a new user’s accounts have been created. Additionally, these notifications inform HR of the next steps they should take to complete the process. 

To make it even easier for HR, their IT team devised a “naming” convention that makes it easy to find the correct workflows in BetterCloud. HR knows that its workflows begin with a number, and when sorting them in BetterCloud by name, HR’s workflows appear first. 

IT’s simple idea of extending limited permissions to BetterCloud for HR boosted the business time-to-revenue because they could staff up fast to meet demand.

Balancing employee experience with complex compliance requirements

Since this company generates and stores healthcare data, they must comply with strict healthcare security and privacy requirements. This means they must work hard to prevent shadow IT and keep users on IT-sanctioned SaaS applications. They also must follow a robust review process that requires a user to present their business case for approval.

As part of that approval process that balances employee experience with compliance, their IT team considers the following:

  • APIs to automate app into onboarding and offboarding processes
  • The level of effort to automate and integrate into existing processes
  • Permissions and security in product design of a requested app
  • Similarity to existing sanctioned apps
  • Business requirements and value that results from paying licensing fees
  • Whether a non-HIPAA instance or a separate HIPAA compliant version of the requested application is required for to process HIPAA data  

This company aims to have very few applications that require HIPAA compliance. This enables the organization to ensure compliance, facilitate ease of compliance processes, and keep data protection levels high. They also must ensure that data is stored in as few locations as possible. This work helps keep costs down, increases their security posture, and makes it easier to meet all compliance requirements.

So once all the information is collected, company management, along with IT, then reviews it all. They carefully weigh trade-offs on the SaaS app, how it fits into automation, employee experience, and compliance needs. Only then do they either approve or deny the request for a new SaaS app. 

Using BetterCloud alerts to maintain compliance and an incredible employee experience 

While it’s mostly a Google Workspace shop, they still manage a few Microsoft 365 users. 

However, IT previously had to take time out of its day to monitor activity across Microsoft 365 applications. In an effort to save time, IT locked down users in 365, which had a dramatic (and obvious) impact on Microsoft users across the organization. 

Pursuing this course of action did not align with corporate employee experience and compliance expectations. This is when their IT and SaaS operations functions turned to BetterCloud alerting and customized it for their environment.  

Now they can take proactive action based on the file security notifications they’ve built in BetterCloud. They no longer actively block sharing, but they actively examine it and follow up with users when something appears suspicious. If necessary, they reach out to users to tell them IT works with users to confirm if sharing is valid. When necessary, their IT administrators re-train users to operate in an approved manner.

Supporting a large organization without increasing IT headcount

The keys to success for the IT team at this company is that they partner with stakeholders across the business to determine next steps, evaluate how well a SaaS tool solves a challenge, and ultimately how to automate the solution in a way that meets employee experience and compliance goals. Their IT team enabled the business to grow its staff significantly, all while maintaining a large library of SaaS applications—and without increasing IT’s headcount. 

To learn more great customer stories like this, check out our on-demand content from Altitude 2021.

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How We Overhauled Our Hardware Procurement Process With Zero-Touch Onboarding https://www.bettercloud.com/monitor/hardware-zero-touch-onboarding/ Wed, 01 Sep 2021 20:00:00 +0000 https://www.bettercloud.com/?p=33589 Zero-touch onboarding is a dream for many IT teams. Imagine a world where a new employee gets to unbox their own computer and log into their systems with a single account, which grants access to everything they need instantly. This has become even more critical in an increasingly remote-first world. 

At BetterCloud, we are trying to make that zero-touch dream a reality! Here’s how we’re doing it.

The benefits of zero-touch onboarding

In the time since we began pursuing zero-touch onboarding, we’ve identified three primary benefits:

Before we started on our #ZeroTouch journey, our IT team had a lot of manual steps to go through when onboarding new people. We had a few automations in place, but we still needed to order computers and have them sent to the office. Once they arrived, we installed software, ran updates, then schlepped over to a retail shipping location to send the machine out to the new employee. That took a lot of time!

The impact of (not) procuring and allocating hardware manually

Although none of the tasks I outlined above are difficult, doing each step manually made life harder for the entire IT department in several ways. Here are just a few of them. 

  • Lots of time wasted running updates (about 30-45 minutes per computer)
  • Uncertainty & delays on when new hires could start
  • Doubled cost of shipping
  • Slower new hire starts = slower ramp up = less success
What hardware procurement used to look like before zero-touch onboarding became a reality. In a word… painful. (Courtesy: Dennis Irizarry)

To remedy this, we set off on a mission to improve everyone’s quality of life by enabling a true zero-touch onboarding experience. We tackled the hardware piece from 3 angles: Patching, identity, and fulfillment.

Patching

Automated patching is a key to zero-touch deployments. Depending on the employee to manually install updates is not scalable, and nobody wants to be hounding people for days on end to get it done. Update capability needs to be comprehensive (which is to say, it should cover both the operating system and third party applications). This creates an established cadence that is predictable, and allows our organization to be more compliant and secure. To achieve this we used a tool called Automox, which supports patching on our whole fleet, whether they are Windows-based or Apple.

Identity

Automated identity is important for a few reasons. We want our colleagues to be able to log into their machines seamlessly with their existing corporate credentials. We also want their software and settings to be automatically populated on their machines. For Windows, we use Intune Autopilot and SAML authentication via our identity provider in a 1-2 punch for PC users. On the Apple side, we utilize our JAMF MDM & JAMF Connect, which integrates with Apple’s setup assistant. In both these cases, the local user account is linked to our identity provider, passwords are kept in sync, and accounts are protected by MFA which makes everyone way more secure.

Fulfillment

The final piece of the puzzle includes partnering with our channel partner CDW to drop-ship devices directly to BetterCloud employees. We were wasting a lot of time (and money) shipping computers from the warehouse to IT and then to the individual. Instead, now we buy in bulk, and our distributor holds the inventory at their warehouse. As folks are hired, computers get sent to them, which results in a faster turnaround time for new hires, meaning that our recruiting team can act faster. CDW includes a one-pager in the box to help our colleagues get started, as well as some additional items they’ll need, like a USB-C adapter.

How BetterCloud makes zero-touch hardware easy

Check out the video below from the IT team at BetterCloud to see zero-touch hardware procurement in action.

All of these initiatives have created a much better employee experience for our teams, which ultimately makes employees happier and keeps IT from doing unnecessary amounts of manual work. Stay tuned for our next post, where we tackle zero-touch employee account onboarding!

To learn more about how BetterCloud can help you begin your zero-touch onboarding journey, click here to schedule a demo.

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