Global Onboarding

The Project

Project Details

Create an onboarding program for new employees that can be accessed around the world. The program should clearly define company goals and mission statement, as well introduce important concepts and terms that pertain to the company’s product and culture.

Why Was This Necessary


At the time that the onboarding program was assigned to me, eGain was growing rapidly and expanding to different locations across the US and Europe. Until then, there had been no common training or onboarding scenarios that were consistent across geographies; it had all been handled by the HR representation in that region. A unified program was needed to ensure more consistency and a better understanding of the company’s goals among teams in Europe, India, and the United States. Unbeknownst to us at the time, this would be extremely useful in the following year when pandemic lockdowns forced offices to temporarily close.

Team Members

Ariel Feist | Project Lead
John Wise | Learning Experience Designer

Timeline

Phase I – 3 Weeks
Phase II – 3 Weeks

Challenges

Inconsistent Directives and Restrictions

Though the goal was to create a universal onboarding program for new employees around the world, there was an unnecessary amount of focus placed on certain technical webinars and sales material in the initial phase of the project. This was something I fought against at the time, however, I was overruled by superiors that the training needed to make every employee familiar with certain sales techniques, as well as the technical functions of the product, regardless of that employee’s particular skillset.

While I worked to create a set of learning paths and courses that included information about the eGain product that the average employee should know, I was also required to add lengthy webinars to these courses that talked about the product in broad strokes and with terminology that a novice would struggle to understand. In addition, new employees were expected to complete a final project in which they recorded themselves pitching the product, based on their understanding that came through onboarding. Again, I disagreed with this approach, but was overruled. It was not until after Phase I was complete that I was given more freedom to change and improve the onboarding, at which point I brought our learning experience designer, John Wise, into the project.

Feedback Loops

Phase I was troublesome because we were limited by our toolset and our ability to get necessary feedback to improve the onboarding process. Surveys went unanswered, and many new employees were nervous about expressing their issues with the onboarding material to their superiors.

Limited Tools Available

Phase I was difficult because I was the only person working on the project with a relatively short time frame to complete it, and not many options for breaking the material up into meaningful chunks. The courses that focused on the application were the most focused and useful to new employees. However, I did not have a method of editing the webinar recordings down, nor did I have the bandwidth to create additional content that could provide necessary context to new cohorts. It wasn’t until we got real video editing software, a subscription to Articulate 360, and more people on the team to help out that we were able to substantially improve the onboarding program in Phase II.

What Was Delivered

Phase I

8-week program

More than 12 hours of webinar footage

Approximately 3 hours of interactive lessons focusing on the product

Approximately 3 hours of sales presentations and customer success stories

“Pitch the Product” final project

Phase II

5-week program

Approximately 3 hours of video footage from subject-matter experts placed within Articulate Rise courses, accompanied by interactive material and context

Courses dedicated to common terminology within the company and as part of the broader SaaS market

Courses focused on the application were upgraded to Articulate courses and reduced in complexity

Sales training material moved out into its own sets of learning paths

Final project changed to an “Introduce yourself to your cohorts” video assignment in week 2, in which the participant provides details about who they are, what they gained from the onboarding process, and any areas where they struggled, so we could improve it

Lessons Learned

Focus and Simplification

When we were able to gather much feedback about the onboarding program, the most common suggestion was to do something about the webinar footage. With many videos being longer than an hour, it was impossible to expect a person to retain the material, especially without additional context.

Adding courses that just focused on defining the common terms used at the company were also greatly appreciated by new cohorts, and it helped them drop right into their roles with more confidence. There was nothing worse for a new employee to feel lost and uncertain about asking for clarifications, so the cheat-sheet of terminology really seemed to help novices feel more comfortable about their tasks.

Lastly, breaking up the content with more variety than simply one video after another helped keep people engaged with the content.

Additional Improvements

Regular Check-ins

We started a quarterly review cycle of the onboarding program to see what areas would benefit from new material and updates to the content to either match improvements to the product or changes in the company goals. We were also able to implement feedback loops with our new employees and technical trainees during hiring cycles to ensure nothing got out of date.

Samples

The onboarding courses were not released to the public. To hide any proprietary information, access to the samples requires a password. I will provide a temporary password upon request for an interview.

“Week 1 | Introduction to Onboarding” Course

A preliminary course meant to give cohorts an understanding of what is ahead of them and how to use the resources available to them.

Course created with Articulate Rise

“Week 1 | About eGain” Course

A course that discusses what eGain is about and its goals as a company.

Course created with Articulate Rise

“Week 2 | Introducing the Knowledge Hub” Course

The first of several courses designed to introduce the product and how it can be used.

Course created with Articulate Rise

Let’s Connect

I’m here to help and offer my expertise as a technical writer and instructional designer. If you need assistance with your documentation or learning management system, please feel free to reach out.