Onboarding - Business Playbooks Software - Automate Your Runbooks with Ease

Reduce up to 22% of onboarding costs.

Increase time-to-productivity by 35%

Reduce onboarding TATs by 30%

Customer Onboarding
Customer Onboarding

Customer Onboarding

Involving multiple roles and functions, this stage causes challenges to most organizations and has downstream impact on operations. Create and automate your own templates or get going with the SmartPlaybooks pre-loaded best practices library. No coding and complex workflow solutions needed. Go live in days not months!

Employee Onboarding
Employee Onboarding

Employee Onboarding

Time-to-productivity has significant cost impact on operational metrics. SmartPlaybooks is a fast and easy way to standardize and optimize employee onboarding activities across roles and geographies. Share tasks, documents and even videos automatically and track activities to closure.

Vendor Onboarding
Vendor Onboarding

Vendor Onboarding

Compliances, standards, must haves…Vendor onboarding has action items on both the purchasing organization and the vendor. Ensure your standard operating procedure is followed using SmartPlaybooks.

Project Onboarding
Project Onboarding

Project Onboarding

Standardizing project onboarding activities goes a long way in reducing operational challenges and increasing customer experience. From resource management to requirements and change management, you can be in complete control with digitized best practices from SmartPlaybooks.

Playbooks for success

Standard processes, faster.

A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.

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