Services: onboarding
Onboarding: what your first days with LeanSuite look like
Short answer
Our team sets LeanSuite up for you, and online onboarding is included in every order. Your first module is live in under a week, and it can be live as soon as the next day. Onboarding then runs through your first 90 days, with a check-in every two weeks while your team uses it on its own lines. On-site training is available on request and is not bundled.
What is included
A specialist who sets up your account
One specialist sets up your account and sees you through launch. The five steps are on the implementation page.
Your first forms, digitized
We digitize your first few forms, such as a 5S audit or a CILR checklist, from paper, Excel or PDF.
Users and roles
We configure roles and load your users and managers in bulk. Operators without a company email sign in with an employee ID.
Online training for your core team
Online onboarding and training are included in every order. On-site training is available on request and is not bundled.
Single sign-on, if you use it
Your IT team connects SAML 2.0 or OAuth single sign-on with Microsoft Entra ID or Okta. You can try it in a sandbox workspace first.
Check-ins every two weeks
We check in to keep adoption on track and adjust your forms and workflows from the first feedback.
Your first 90 days
The kickoff, the first week and the check-ins come from our pilot and implementation pages. The three phases that follow are the ones in the 90-day model area method, which is how we suggest you run your first area.
Day 0
Kickoff call
We learn how your plant runs and agree which module to start with. You name the people who will own the rollout at the plant.
Week 1
First module live
Our team digitizes your first forms, configures roles, loads your users and managers and trains your core team. Your first module is live in under a week, and it can be live as soon as the next day.
Days 1 to 30
Set up, measure the baseline, see the real condition
Your team uses the module on the floor in its first area. The method ends this phase with a team, a baseline on the KPI board and the area's real problems on paper. We check in every two weeks.
Days 31 to 60
Find causes and fix them
The main causes are found and countermeasures are in place or scheduled. In the pilot, thirty days before it ends, our customer success team runs a value review with you.
Days 61 to 90
Write the standard, hold it, pass the gate
The team writes the standard, follows it without help and passes the day-90 gate. If you started with the pilot, day 90 is when you decide with your own results.
After day 90
Expand one step at a time
Choose the next module, line or facility. The method suggests three waves for months 4 to 12, starting with the areas most like the first one.
Under a week to your first module is the only fixed timing on this page. The phases after it follow the pace of your first area.
What to have ready
- The one module you want to start with, and the area it will run in.
- The forms and checklists you use today, on paper, in Excel or as PDFs.
- A list of your users and managers, with their roles.
- Someone at the plant who owns the rollout.
- Your IT contact, only if you want single sign-on.
Coming from spreadsheets? Moving from spreadsheets and paper covers uploads, connectors and templates.
Start with one module and one area
Onboarding works best when it starts small: one module, one area and a team that wants it. Once it works, you add lines, teams and facilities. Several plants can share one workspace, each keeping its own data.
Model area playbook
What a model area is, how to choose one, and how the method expands in waves after day 90.
Read the playbookTen 90-day pillar plans
One free plan per pillar, from safety and quality to autonomous and professional maintenance.
See the plans
After the first module
You add modules one at a time, and we set up each one when you are ready. New features arrive in monthly releases. The help desk and the service terms are on the support and service levels page.
Keep reading
- ImplementationThe five steps from assessing your needs to expanding.Open
- 90-day pilot$3,000 per facility, set up by our team.Open
- Moving from spreadsheets and paperUploads, connectors, SSO and templates.Open
- Support and service levelsUptime, help desk hours and response times.Open
- Why LeanSuiteHow it compares with the other ways to do this.Open
- PricingOne flat price per facility, unlimited users.Open
FREE RESOURCES
Free templates and tools
Not ready for software yet? Start with these free resources.
- Safety pillar 90-day model area planThirteen weeks from the incident pyramid to safety standards on one model area, a KPI board, the day-90 gate and expansion waves.
- Focused improvement 90-day model area planThirteen weeks from the loss Pareto to standardized fixes on one model line, a KPI board, the day-90 gate and expansion waves.
- People development pillar 90-day model area planThirteen weeks from the skills matrix to trained cover on critical tasks in one model area, a KPI board, the day-90 gate and expansion waves.
FAQ
Onboarding questions, answered
See what your first week would look like
Book a demo and we will map your first module, your first area and the forms you want digitized.