Onboarding at scale can be challenging for any company. Busy seasons like back to school may never be totally painless, but here are a few tips from our experience that can help you get schools onboarded quickly and efficiently:
- Start earlier than you think. Everyone involved gets busy during back to school - your team, your IT admins, and Edlink ourselves. Any planning or onboarding that can be done at the end of the previous school year or earlier in the summer will help you avoid the rush and get problems sorted out before teachers and students return.
- Put together a training plan. Make sure your team is ready to help schools through the onboarding process. This could include training on the Edlink dashboard, the onboarding flow, and common issues that schools may encounter. Your Edlink client success manager is happy to help in the training process - we train our clients' teams all the time.
- Divide up work by data provider, not region. It's common for companies to want to divide up onboarding work by region (as that is often how clients are managed by support teams). However, it's more efficient to divide up work by data provider. This way, individuals on your team can become experts in the onboarding process for a specific data provider and can help schools more efficiently.
- Use our unique onboarding links. Keeping track of which schools have onboarded and which have not can be tricky at scale. Using the onboardings tab in the dashboard, you can generate unique links for each school. This way, you can see which schools have started or completed the onboarding process and which have not.
- Let Edlink supplement your team. Our client success team is here to help you and your schools through the onboarding process. We can assist with onboarding calls, troubleshooting, and migration.