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Guided onboarding delivers faster results

Editorial team
- Company news
- 3 min reading

Many people know the impact of a well-implemented management system. It makes us more efficient, helps us achieve our goals and guides all employees to do the right thing. But how do you start? And how do you get internal buy-in? AM Systems Onboarding provides guidance on this and much more.

When a company is faced with implementing and introducing a new digital platform for its management system, there are many pieces that must fall into place. It is about anchoring, focus and resources. It is not a "one man show", but it requires time and commitment to get that whole, where everyone really benefits from the management system.

With this in mind, AM System's customer developers have produced a guiding Onboarding, designed specifically for companies in the manufacturing industry that have chosen AM System.

- We want our customers to get off to a really good start and avoid the risk of starting at the wrong end. With our Onboarding, they get guidance and help through all the steps. We establish milestones together and involve the entire project team, so that everyone is involved. The starting distance is shorter and the effects better," explains Kristoffer Johanson, Customer Success Manager at AM System in Borås.

Ear to the ground

AM System has been developing and delivering a digital platform for management systems for over twenty years. Customers have often gotten started on their own through individual training sessions, but it has been difficult to get an overall picture of how customers use the system.

- Certainly, many have been successful in bringing their management system into our platform. But over the years we have also seen the vulnerability in that it often depends on one person, who does not have the time and opportunity to utilize AM Systems' full potential and get maximum effect. We want to change that," says Victoria Abrahamsson, Customer Success Manager.

For the manufacturing industry

Today, AM Systems Onboarding is offered to companies in the manufacturing industry. Either completely new customers or existing customers who are about to make a change. The onboarding consists of elements such as anchoring, training and homework. All digital sessions that follow a defined plan.

- We started Onboarding in 2022 and both we and our customers are extremely pleased with the outcome. We can already see that the companies that have chosen Onboarding get started faster, achieve better internal collaboration and see the effects of their investment much faster. And that's exactly the goal we had," Victoria continues.

The importance of starting right

All customer developers at AM System have their own experience of working based on ISO 9001, ISO 14001 or IATF 16949. In addition, they have worked with AM System as a platform and can guide customers in both methodology and system thinking.

- "If we look back a few years, management systems usually consisted of a lot of documentation, which was difficult to understand. Today, it's more about visualizing how you work in the form of processes and creating clear case flows that meet the requirements you have. Add to that customized home pages for different types of users, so that everyone can easily find what they need. That's what AM System can achieve. And onboarding will be our methodology, so that customers start off on the right foot, see the possibilities and are encouraged to make continuous improvements," says Victoria.

Seven steps towards the goal

AM Systems Onboarding consists of six steps (or seven with follow-up). All with clear milestones and homework. The length is customized based on customer needs and can vary from 6-12 months. The steps are explained in more detail here;

ANCHOR: Interview and anchoring with the management team. In order to set the project team, identify the different process owners and the importance of everyone's commitment and participation.
MAPPING: Introduction to AM System process mapping, documentation and case management. We look at the different departments, roles and users of the organization, and the homework is to start identifying the most important processes of the company.
STRUCTURE: Visualization of processes and ways of working. We look at settings, categories and structure of documents and you are introduced to the Document module.
DOCUMENT: Useful features and tips in designing different types of documents. The homework consists of starting to create governing documents and sharing them within the project team. We also start visualizing homepages to achieve a user-friendly navigation.
AUTOMATE: Introduction of the Forms module. In the form editor, we create prioritized case flows, based on the customer's way of working. We configure Start pages and "My cases" and immerse ourselves in the search tool.
EXPLORE: We take a closer look at both Documents and Cases and test the flow in a smaller group. The homework consists of testing search tools and statistics. We also refine case flows with notifications and reminders.
FOLLOW-UP: After some time, a follow-up is done with the entire project group. Here we go through issues, goals and the need for repetition, to get the most out of AM System as a platform.

Great demand

At AM System, there is currently a great demand for Onboarding. Many new customers have started and the customer developers in Borås are fully focused on continuing to improve and develop the packaging.

- We are constantly evaluating and capturing customer feedback. For the spring, we have several people lined up to get started, so it feels very fun. Our customer promise is to maximize value and minimize boredom, and Onboarding really feels like a hand in glove, Kristoffer concludes.