Structured onboarding plan
Each new starter receives a defined set of tasks, milestones, training modules, and manager sign-off points.
Case Studies / Employee Onboarding & Training Platform
Employee Onboarding & Training Platform
for a Growing Consultancy
A professional services organisation needed a structured onboarding and training platform to replace spreadsheet tracking, email reminders, and inconsistent new starter journeys.
The problem behind the work
As the consultancy grew, new starters did not have a consistent, trackable onboarding path. Tasks were assigned informally, training material was shared by email, and managers had no single view of progress.
The business needed a repeatable process that made onboarding easier for employees while giving managers reliable evidence of completion.
No structured journey
New starter tasks, IT setup, policy review, and role-specific actions were not managed through a defined process.
Untracked training material
Training resources were shared manually with no reliable completion record.
Low management visibility
Managers had to chase individuals or search email threads to understand progress.
Inconsistent experience
Onboarding quality varied depending on the team or manager involved.
What was delivered
A central onboarding and training management system was delivered using Power Apps, SharePoint, and Power Automate.
Training material library
Required materials are surfaced from SharePoint with completion tracking against each employee.
Completion and sign-off tracking
Task completion, timestamps, and manager approvals are recorded in the platform for auditability.
Automated reminders
Employees and managers receive notifications when work is due, overdue, or ready for sign-off.
Management dashboard
Managers can see progress, outstanding training, blockers, and overall onboarding status from one view.
Programme analytics
Reporting highlights completion times, bottlenecks, training pass rates, and improvement opportunities.
What changed
Consistent onboarding
Every employee follows the same structured journey from day one.
No manual chasing
Automated notifications keep employees and managers moving through the process.
Evidence of training
Completion records provide traceable proof of training and sign-off.
Improved manager oversight
Managers can see each new starter’s status without interrupting the employee.
Reusable process
The organisation can refine the onboarding plan without rebuilding the whole solution.
Better employee experience
New starters have clearer expectations, tasks, and resources.
Platform components
Power Apps (Canvas)
Power Automate
SharePoint
Onboarding still run from spreadsheets?
If new starters get a different experience depending on who is looking after them, tell us how it works today and we will explain how we would approach it.