Checklist: Provisioning SaaS Apps for New Hires

August 2, 2019 in Employee Lifecycle, SaaS Management

An effective software provisioning process is key to success for your organization’s new hires. But it’s often a messy process for those involved. Having a system in place ensures that you won’t have employees locked out of key tools, and that your new hires will be contributing to your teams as quickly as possible.

Today, even small businesses use dozens of software tools and each one is used by various different employees with different access levels. Provisioning that access is its own process. We’ll walk through effective provisioning in this article.

Download PDF of this checklist

Get a PDF copy of this case study.

Continue reading »

3 Steps to Effective SaaS App Onboarding

May 31, 2019 in Employee Lifecycle, SaaS Management

The one thing that remains constant about SaaS apps is change. According to Blissfully’s 2019 SaaS Trends research, more than 40 percent of the average company’s SaaS stack has completely changed in the last two years. If that’s not complicated enough, the typical midsized company uses 120 apps overall, and sees an average of 2,700 app-to-people connections in their SaaS Graph. Companies need to master SaaS app onboarding to ensure that people know how to properly and securely use their applications, and are aware of their roles and responsibilities.

Here are some tips on where to start.

Step 1: Start Training on Day One

Knowing the ropes of a SaaS app can prove integral to a new hire’s success. Just because someone is a domain expert doesn’t mean they’re familiar with all of your organization’s dedicated SaaS tools. Mastering the art of training starts on a new hire’s first day. If team members are able to use the tools of the trade immediately, they’re more likely to be productive.

When onboarding a new hire, assign her app training to a team member who has become a power user. Have this power user onboard the new hire and give her a product tour, explaining how the tool is relevant to her job. Finally, have the new hire test her knowledge by completing a task under the supervision of the power user, and leave plenty of time to answer practical questions in the weeks to come. Likewise, if there’s an app change, have the account owner run a new app training for everyone in the group.

Step 2: Know Your Role Within the SaaS Graph

Remember the 2,700 app-to-people connections we mentioned? Each one of these connections represents a potential point of vulnerability or inefficiency for the organization. For example, people may have different levels of account access for very specific reasons, and these types of controls should remain in place regardless of how many new users are onboarded onto an app.

If there’s a sudden app change, make sure these roles are well documented and understood as a new app is adopted within the organization. No one loves change, but if they’re able to understand exactly how to use the new app, and the reasoning behind their level of access, the process will be much smoother for everyone involved.

Step 3: Embrace Account Security Best Practices

There’s good news in the midst of all this change: Across every type of app, certain SaaS security best practices remain consistent. Adopting them should be a matter of policy within your organization, not a matter of individual user choice. For example, two-factor authentication should be required for every account across the board, to provide an extra layer of protection against hackers.

In addition, team members should adopt security practices that seem like second nature. Tools such as password management solutions can help users generate strong passwords without having to think about creating and tracking dedicated passwords. After all, who can keep up with the number of accounts and constant change happening within most organizations?

Final Words

A SaaS system of record like Blissfully can help organizations manage change dynamics by tracking important data within a single destination. Most organizations don’t centrally manage IT anymore; everything’s distributed, and for good reason. With stakeholders throughout the organization, apps constantly in flux, and thousands of connections at stake, leaving SaaS management up to chance isn’t something most organizations can afford to do anymore.

How to Build a People-Centric Employee Onboarding Process

January 25, 2018 in Employee Lifecycle, HR, SaaS Stack

Employee onboarding is one of the most important experiences in someone’s time at your organization. Onboarding is when they not only receive the tools they need to do the job they’ve been hired for, but also form their first impressions of what it’s like to work with you and begin acclimating to your organizational culture.

In fact, a strong employee onboarding process can increase retention by 25% and performance by 11%.

So while it’s easy to oversimplify employee onboarding as a technical process that involves things like email setup and benefits enrollment, it has much bigger implications from a culture and productivity standpoint. Therefore, it not only makes sense, but is imperative to your and your employees’ success to take a people-first approach as you bring new hires into the fold.

Continue reading »