Onboarding
Onboarding
Our onboarding follows a well-developed methodology that combines alignment, hands-on assignments, and training sessions. It runs for 6–12 months, depending on your company size and internal project team. All sessions are conducted digitally and scheduled in collaboration with you.
Alignment – Establish a shared understanding and commitment.
Laying the foundation – Build the core structure of your quality management system.
Process mapping & document management – Define and structure your workflows.
Digitizing with case management – Automate and streamline issue handling.
A complete platform for your QMS – Integrate all elements into a unified system.
Onboarding
Our Customer Success team has extensive experience in the manufacturing industry and in implementing AM System as a QMS platform. With their guidance, you’ll achieve a well-structured start and a shorter path to meeting your requirements and goals.
The purpose of this interview is to enable AM Systems’ Customer Success Managers to gain a comprehensive understanding of your business and organisation, thus setting a solid foundation for the onboarding process.
A Customer Success Manager from AM System will interview your System Owner.
During this interview, you’ll have the opportunity to detail your business operations, organisational structure, and outline your expectations for the onboarding process, guided by a standardised questionna
Address and clarify any uncertainties identified after the interview.
Schedule and prepare the next session with the Management Group.
The purpose of this interview is to enable AM Systems’ Customer Success Managers to gain a comprehensive understanding of your business and organisation, thus setting a solid foundation for the onboarding process.
Address and clarify any uncertainties identified after the interview.
Schedule and prepare the next session with the Management Group
The aim is to equip the project group with a robust understanding of AM System’s management capabilities and to foster a shared understanding of the project’s framework and goals.
We will review the Foundation stage (1.1, 1.2) to clarify the company’s goals, boundaries, and commitment from the management team to the project group.
To embed support in the project team, it may be necessary to demonstrate the AM System as a platform for management systems.
Review of the project group’s various roles.
Work on collating or creating organisational charts (across companies and departments).
Create a summary of the company’s various functions and roles.
Before progressing to the next stage, you should be able to accurately describe the current document/folder structure.
Create a common understanding of the organization of the business, in order to create the right conditions. This in the form of users' different rights in the system (Profiles) and basic document control.
To develop a comprehensive understanding of AM Systems’ document management by category and basic settings within the Document module, and understand how to organise the site’s structure and settings effectively.
Guidance in category settings.
Guidance in the Document module’s basic settings.
Outlining the navigation tree.
Continue configuring the basic settings.
Begin creating the category tree and set the parameters for one or more categories.
Choose a relevant process as the starting point for the ongoing Onboarding.
The aim is to understand the functionality of Layout documents, which are essential for creating a visual management system, and to practice sketching out a process and presenting the results.
Review the homework and clarify potential issues going forward.
Inspiration and creative discussion on how to visualise the management system with processes and customized navigation.
Guidance in the basics and functionality of Layout documents.
Create an initial process mapping template.
Establish the desired process mapping template.
Apply the template to a selected process.
Identify the controlling documentation needed for the chosen process. What already exists, what’s no longer relevant, and what’s missing?
We encourage a creative and imaginative approach with the Layout document tool.
Understand the fundamentals of creating, collating and collaborating on documentation.
Review the homework and clarify potential issues going forward.
The essentials of creating documentation, sharing, collaborating, reviewing and publishing.
Understand how to create and publish templates.
Discuss the role of public documents.
Link from layout document.
Overview of “My Documents”.
Establish an ongoing process of creating and sharing documentation for both established and new processes.
Publish and review documentation to ensure it works based on the category settings.
Link relevant documents to the process flow created in 3.2.
Ensure a thorough understanding of the Document Module’s functionality and potential.
Follow-up and Summary
Added functionality
Reflect on discussions and implement recommendations. Or add functionality that’s been under consideration.
Finalize and summarize document management & process mapping. Develop a basic understanding of Case management.
Reviewing the homework and clarifying potential issues going forward
Demonstrate and emphasise the potential and functionality of the Case module, focusing on the chosen process
Discuss the initial starting point for the Case module. Reflect on the usefulness, complexity, and required effort
Decide on which workflow to prioritise
Identify the structure and functionality of the flow, as well as the relevant process in the document management (process mapping)
Review of the selected workflow and understanding the basic settings of the case management.
Reviewing the homework and clarifying potential issues going forward
Review of profile settings for case management
Introduction to the basic settings of the case management
Start creating the first case form
Identify and create global lists and units
Complete the registration section (Section 1) of the form
Continue the work on creating the prioritised workflow.
Build upon the prioritised flow
Set up activated profiles, users, and any groups in the form
Achieve a deeper understanding and configuration setup.
Deeper understanding of implementing systems & automation.
Review the homework and clarify potential issues going forward
Guidance and completion of the form’s advanced settings configuration
Finish and adjust
My cases
List presentation
Desired addons
Validate via a working group with all profiles connected to the form. Check that the status, “My cases” and activated addons are working as intended.
To search and compile statistics effectively. Provide links to layout documents for an intuitive user experience.
Deepen understanding of custom navigation, as well as the possibilities and constraints when printing cases.
Ensure that your work is going according to plan and clarify any issues.
Review of your plan & queries
Assessment of the established processes to date
Recommendations for areas requiring additional attention
Choose a date to review the implementation of the project (within 3-6 months)
Implement any recommendations going forward.
Evaluate whether the new management system is proceeding as planned and effectively meeting your requirements. Ensure that the goals are being achieved.
Strategic aims and successes
Engagement and development
Usage
Business benefits
Recommendations for further development
Implement further recommendations in your work.
Onboarding
At AM System in Borås, Victoria and Kristoffer bring extensive experience as both customers and administrators of the AM System platform. They have also held leading quality management positions within the manufacturing industry.
They are passionate about ensuring you get real value from your management system in the most efficient way possible—always focusing on maximizing value and minimizing hassle.
Customer Success Manager
Customer Success Manager
Training & Development
Whether you’ve just started using AM System’s solutions or want to deepen your knowledge, we offer both ready-made and customizable training programs tailored to meet your specific needs.
Get a demo
Want to see for yourself how AM System can make a difference for you? Request a demo and discover how easy it is to create structure, efficiency, and seamless workflows in your daily operations.
USE CASES
Quality Management System
A well-functioning quality management system is essential for creating structure, ensuring quality, and driving continuous improvement within an organization. AM System offers a comprehensive platform that simplifies the creation, implementation, and use of a QMS in a way that is accessible and engaging for everyone in the organization.
Case Management
Deviations are a natural part of any business, but without a structured approach to handling them, they can quickly escalate into larger issues affecting production, workplace safety, and customer relationships. AM System is a digital platform specifically designed to meet the needs of the manufacturing industry. The platform helps you manage deviations in a simple, efficient, and adaptable way—focusing on the challenges and requirements unique to your industry and company.
Knowledge hub
