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SmartHR のオンボーディング戦略 2019 夏 / SmartHR's Onboarding Strategy 2019 Summer

SmartHR のオンボーディング戦略 2019 夏 / SmartHR's Onboarding Strategy 2019 Summer

2019/08/09 に開催された Japan Customer Success Community(JCSC)#10 の登壇資料です。

tag: CustomerSuccess

Masaomi TAKAHASHI

August 09, 2019
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  1. CONFIDENTIAL ߴڮণਉ 4NBSU)371PG$VTUPNFS4VDDFTT  ΦϯϘʔσΟϯάઓུ Ն!+$4$

  2. ࣗݾ঺հ

  3. ɾʙΨϥέʔެࣜαΠτӡӦ ɾʙडୗ։ൃձࣾͷ্ཱͪ͛ ɾʙ4NBSU)3΁ ߴڮণਉʢ͔ͨ͸͠·͓͞Έʣ ΧελϚʔαΫηε UXJUUFS!FCBTB. ޷͖ͳۂ%+%&,453&".$BO:PV -FU.F,OPX'FBU-VQF'JBTDP 7FSCBM 4BSBI(SFFO

  4. CONFIDENTIAL ߴڮ͕ձࣾͰ΍͍ͬͯΔࣄ $4νʔϜͷ ੹೚ऀ w ૊৫ͷϚωδϝϯτ w ֤छ,1*ͷ੹೚ w શސ٬ͷαΫηε

    10 ʢ1.ʣ w Φϓγϣϯػೳ w ্Ґϓϥϯͷػೳ w J1BEΞϓϦ 1.. w ৽ػೳϦαʔν w ࠨهػೳ܈ 1SPEVDU.BSLFUJOH.BOBHFS
  5. αʔϏε঺հ

  6. CONFIDENTIAL D ू·Δ ஝·Δ ׆༻Ͱ͖Δ 4NBSU)3͸ ਓࣄ৘ใ͕ʮू·Γɾ஝·ͬͯɾ׆༻Ͱ͖Δʯ Ϋϥ΢υܕιϑτ΢ΣΞͰ͢ɻ $47

  7. CONFIDENTIAL ϏδωεϞσϧ #UP#4BB4 λʔήοτ ਓࣄɾ࿑຿ۀ຿Λ୲౰͍ͯ͠Δํʑ ྉۚମܥ ैۀһ਺ʹԠͯ͡՝ۚ ୯Ձ BTL ࢧ෷͍ܗଶ

    ΫϨδοτΧʔυ੥ٻॻ ͦͷଞಛ௃ શࣾɾશतۀһಋೖ͕جຊ
  8. ਓࣄσʔλϕʔε ࣾอɾޏอ ిࢠਃ੥ ೥຤ௐ੔ ϚΠφϯόʔ څ༩໌ࡉ 4404".-ೝূ ཤྺొ࿥ɾฤू ਃ੥ɾঝೝ ΧελϜࣾһ໊฽

    ཤྺ ଟݴޠԽରԠ ϓϩϑΣογϣφϧ αϙʔτ ରԠ༧ఆ 1SPGFTTJPOBM ˞ ෼ੳϨϙʔτ ޏ༻ܖ໿ 0QUJPO ਓࣄσʔλϕʔε ࣾอɾޏอ ిࢠਃ੥ ೥຤ௐ੔ ϚΠφϯόʔ څ༩໌ࡉ ཤྺ ʵ ʵ ʵ ʵ ʵ ʵ 4NBMM ਓࣄσʔλϕʔε ࣾอɾޏอ ిࢠਃ੥ ೥຤ௐ੔ ϚΠφϯόʔ څ༩໌ࡉ ΧελϜࣾһ໊฽ ཤྺొ࿥ɾฤू ਃ੥ɾঝೝ ཤྺ ଟݴޠԽରԠ ʵ 4UBOEBSE ˞ ʵ
  9. αʔϏε֓ཁ ೥લͷ͓͞Β͍

  10. CONFIDENTIAL

  11. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ΦϯϘʔσΟϯά͕ऴΘ͍ͬͯΔঢ়ଶͱ͸ʁ ՝୊ઃఆ ޮՌΛ࣮ײ 4NBSU)3Λ׆༻

  12. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ΩοΫΦϑ τϨʔχϯά ঢ়گ֬ೝ Ϋϩʔδϯά w 8FC.5(࣮ࢪ w ސ٬ͷ՝୊Λ֬ೝ

    w ΦϯϘʔσΟϯάͷ ΰʔϧΛ͢Γ߹ΘͤΔ w ӡ༻։࢝·Ͱͷεέ δϡʔϧΛௐ੔͢Δ w ͓໰߹ͤํ๏ͷઆ໌ w 4NBSU)3ͷՁ஋Λײ ͯ͘͡ΕΔػೳΛಈը Λ࢖ͬͯઆ໌ w ͓٬༷ͷ؀ڥΛ࢖͍ͳ ͕Βɺ֤ઃఆʹ͍ͭͯ ৄࡉʹઆ໌ w ৘ใΠϯϙʔτͷํ๏ ΛϨΫνϟʔ w ࣭ٙԠ౴ܗࣜͰӡ༻໘ Ͱͷٙ໰఺Λղফ͢Δ w ΩοΫΦϑͰܾΊͨε έδϡʔϧ௨ΓਐΊΒ Ε͍ͯΔ͔νΣοΫ w ৘ใΠϯϙʔτͷਐḿ ΍ೖࣾखଓ͖ɺڅ༩໌ ࡉ഑෍ͷ૿ݮΛ௥ͬͯ ͍͘ w εέδϡʔϧ஗Ԇ͕ݟ ΒΕΔϢʔβʔʹ͸ ϝʔϧͰঢ়گ֬ೝΛߦ ͏ w ӡ༻։͔࢝Βिؒʙ ϲ݄ޙ͘Β͍ʹ 8FC.5(Λ࣮ࢪ w ӡ༻ঢ়گͷώΞϦϯά Λߦ͏ w ࠓޙվળ͍͖͍ͯͨ͠ ಺༰ͳͲΛ֬ೝ͢Δ w ࠓޙͷϦϦʔεͳͲͰ ղܾͰ͖ͦ͏ͳ՝୊Λ ֬ೝ͠ɺ࣍ʹͭͳ͛Δ ΦϯϘʔσΟϯάϑϩʔ
  13. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ηϧϑαʔϏε w νΣοΫࣜͷνϡʔτϦΞϧ w ಈըίϯςϯπ w ϔϧϓηϯλʔͷॆ࣮ w

    8FCJOBSͷ׆༻ w ར༻ঢ়گʹ߹Θͤͨίϯςϯ π഑৴
  14. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ηϧϑαʔϏε w νΣοΫࣜͷνϡʔτϦΞϧ w ಈըίϯςϯπ w ϔϧϓηϯλʔͷॆ࣮ w

    8FCJOBSͷ׆༻ w ར༻ঢ়گʹ߹Θͤͨίϯςϯ π഑৴ ☺
  15. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ࡉ෼Խ w 0OCPBSEJOH4QFDJBMJTU w &OUFSQSJTF$4. w $4. w

    4VDDFTT0QT w "VUPNBUJPO w 1SPDFTT0QUJNJ[BUJPO ˡ଍Γͳ͍ʂ ˡ଍Γͳ͍ʂ
  16. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ࡉ෼Խ w 0OCPBSEJOH4QFDJBMJTU w &OUFSQSJTF$4. w $4. w

    4VDDFTT0QT w "VUPNBUJPO w 1SPDFTT0QUJNJ[BUJPO ˡ࠾༻Ͱ͖ͨʂ ˡ࠾༻Ͱ͖ͨʂ
  17. αʔϏε֓ཁ ͜Ε͔Βຊ୊

  18. CONFIDENTIAL ʙ $VTUPNFS0OCPBSEJOH4QFDJBMJTUര஀ ʢΦϯϘʔσΟϯάઐ໳νʔϜʣ

  19. CONFIDENTIAL $VTUPNFS 0OCPBSEJOH 4QFDJBMJTU $VTUPNFS4VDDFTT.BOBHFS ΦϯϘʔσΟϯάظ ׆༻ఆணظ ߋ৽ظ ϲ݄໨ ϲ݄໨

    ϲ݄໨
  20. CONFIDENTIAL w ࣄલώΞϦϯάͷӡ༻ w ΩοΫΦϑ಺༰ͷඪ४Խ w ͓٬͞·ଆͷ5P%PΛίϯςϯπԽɾ֦ॆ w ΦϯϘʔσΟϯάঢ়گͷ֬ೝɾ؂ࢹํ๏ w

    Ϋϩʔδϯάٴͼ୲౰$4.΁ͷҾܧ͗ඪ४Խ w ΫϩʔδϯάӦۀ΁ͷ'# $04͕΍͖ͬͯͨ͜ͱ
  21. CONFIDENTIAL w (PPE w ͓٬͞Μͷ৭ʑͳঢ়گ͕ղ͖ͬͯͨ w ΦϯϘʔσΟϯά͕͏·্ཱ͕ͪ͘Βͳ͍ཁҼ w ੒ޭ͢ΔཁҼɾͦͷύλʔϯ w

    ϚςϦΞϧɾίϯςϯπ͕૿͖͑ͯͨ w ϓϥϯมߋɾΦϓγϣϯػೳҊ಺ͷ༗ޮͳνϟωϧ $04͕΍͖ͬͯͨ͜ͱͷ݁Ռ
  22. CONFIDENTIAL C H E C K L I S T

    ༏ઌతʹ࢖͍͍ͨػೳ ݱࡏͷ՝୊͔Βɺ 4NBSU)3Ͱ࣮ݱ͍ͨ͜͠ͱ ΛܾΊΔ ֤ػೳͷ࢖͍ํΛֶͼɺ ઃఆΛߦ͏ ैۀһ΁ͷप஌Λߦ͍ɺ ຊ֨Քಇ΁ͷ४උΛਐΊΔ ΩοΫΦϑ ઃఆ͢Δ Քಇ४උ ར༻ػೳͱಋೖλεΫͷ੔ཧ ϝʔϧΞυϨεճऩ ैۀһϦετ ैۀһট଴ͷࣄલઃఆ جຊઃఆ ैۀһ޲͚ϚχϡΞϧͷ࡞੒ ೖࣾखଓ͖ػೳ څ༩໌ࡉ഑෍ػೳ ޏ༻ܖ໿ػೳ ݖݶػೳ ϚΠφϯόʔ؅ཧػೳ ݯઘ௃ऩථ഑෍ػೳ ిࢠਃ੥ 4NBSU)3ʹֶ͍ͭͯͿ ಺༰ ಺༰ ಺༰ εέδϡʔϧ ୲౰ऀ ׬ྃ εέδϡʔϧ ୲౰ऀ ׬ྃ εέδϡʔϧ ୲౰ऀ ׬ྃ 4NBSU)3ಋೖνΣοΫϦετ
  23. CONFIDENTIAL ྑ͍ࣄͩΒ͚Ͱ͸ͳ͍

  24. CONFIDENTIAL w ͓٬͞Μ͕૿͑ΔʹͭΕɺਓһ͕ඞཁʹͳΔ w ΦϯϘʔσΟϯά͕ॱௐ͡Όͳ͍͓٬͞Μ΁ͷ
 ϑΥϩʔํ๏ͱମ੍ߏங͕ޙखʹŋŋŋ w ৽ػೳɾ৽Φϓγϣϯػೳ͕ग़ͯ͘Δ౓ʹɺΦϯ ϘʔσΟϯά಺༰Λมߋ͢Δඞཁ͕ग़ͯ͘Δ w

    ࢧࣾͰ΋ಉ͡αʔϏεϨϕϧͷΦϯϘʔσΟϯά͕ Ͱ͖Δ·Ͱʹଟগ࣌ؒ͸͔͔Δ ྑ͘ͳ͍͔΋ʁͳ఺
  25. CONFIDENTIAL αʔϏεͷ੒௕εϐʔυΛߟ͑Δͱ ૣΊʹ࣍ͷࡦΛߟ͑Δඞཁ͕͋Δ

  26. CONFIDENTIAL Ͳ͏΍ͬͯղܾ͢Δͷ͔ʁ

  27. CONFIDENTIAL w ΦϯϘʔσΟϯάͷΞοϓσʔτඪ४Խ w ΑΓ୹ظؒͰ͓٬͞Μͷʮ͜͏͍ͨ͠ʯΛ࣮ݱ͍ͨ͠ w λονϙΠϯτl΋z૿΍͍ͯ͘͠ w ৗʹΞΫηεͰ͖ΔΦϯϥΠϯɾΦϑϥΠϯηϛφʔ w

    ػೳಛԽɾ໨తʹԠͨ͡಺༰Ͱ w ΦϯϘʔσΟϯάϚωδϝϯτ w ηϛφʔɾFϥʔχϯάͷडߨঢ়گ΍ɺػೳར༻ස౓Λݩʹ खΛࠩ͠৳΂ΔλΠϛϯά΍಺༰Λ೺Ѳ͢Δ ߋͳΔηϧϑΦϯϘʔσΟϯάΛ໨ࢦͯ͠
  28. CONFIDENTIAL ΦϯϘʔσΟϯάϑϩʔͷྫ

  29. CONFIDENTIAL ׆༻ঢ়گྫ

  30. CONFIDENTIAL w ಛఆ৚݅ͷ͓٬͞·ʹରͯ͠ͷମܥԽɾ੒ޭύλʔ ϯͷൃݟʹ͕͔͔͍࣌ؒͬͯΔɻ w ηʔϧεUP$4ؒͰͷίϛϡχέʔγϣϯෆ଍͕͋ Δɻ w ؅ཧπʔϧͷ੾Γସ͑ʹΑΔෆ׳ΕͳΦϖϨʔγϣ ϯ͕͋Δɻ

    w FUDʜ ݱঢ়͸·ͩ·ͩۤઓதŋŋŋ
  31. CONFIDENTIAL ूதͰ͖Δ૊৫ମ੍ͮ͘Γ

  32. CONFIDENTIAL

  33. CONFIDENTIAL w &OUFSQSJTF$4. w ୲౰੍ w ΦϯϘʔσΟϯάɾఆணɾར༻֦େɾΦϓγϣϯػೳఏҊɾܖ໿ߋ৽ w 4.#$4. w

    νʔϜશମͰ͓٬͞·ΛαΫηε w ΦϯϘʔσΟϯάϚωδϝϯτɾఆணɾར༻֦େɾΦϓγϣϯػೳఏ Ҋɾܖ໿ߋ৽ w $40QT w 6TBHF%BUBͷՄࢹԽɾΦϖϨʔγϣϯ੔උɾར༻֦େͰ͖ͦ͏ͳϙΠ ϯτͷൃݟ ৽͍͠૊৫ମ੍
  34. CONFIDENTIAL w τϨʔχϯάϓϩάϥϜ w ͢΂ͯͷ͓٬͞·ʹରͯ͠ w ΦϯϥΠϯɾΦϑϥΠϯΛ௨ͯ͡ w ΦϯϘʔσΟϯά͔Βఆண·Ͱ w

    શͯͷϓϩμΫτɾػೳ͕ର৅ w 4NBSU)3Λݕ౼͍ͯ͠Δະདྷͷ͓٬͞·ʹ΋ w αʔϏε͚ͩͰ͸ͳ͘ɺਓࣄɾ࿑຿ۀ຿ͷεΩϧɺ ΩϟϦΞ޲্΋ ৽͍͠૊৫ମ੍
  35. CONFIDENTIAL ηϧϑΦϯϘʔυ΁ͷߋͳΔ౤ࢿ ΦϯϘʔσΟϯάϚωδϝϯτ΁ͷ௅ઓ

  36. αʔϏε֓ཁ ·ͱΊ

  37. CONFIDENTIAL w 4NBSU)3ͱͯ͠ɺҾ͖ଓ͖ΦϯϘʔσΟϯά͸ ͱͬͬͯ΋ॏཁ w ղ໿ϦεΫ͕ܭΕΔ͠ɺ׆༻౓߹͍ʢϙςϯγϟ ϧʣ༧ଌ΋ग़དྷΔ w ΦϓγϣϯػೳͷτεΞοϓνϟωϧʹ΋ͳΔ ·ͱΊ

  38. CONFIDENTIAL w ΦϯϘʔσΟϯάʹ׬੒͸͋Γ·ͤΜɻ w ͍Ζ͍Ζ΍͔ͬͯΒΧλνΛ࡞Γ·͠ΐ͏ɻ w ϓϩάϥϜԽ΍ମܥԽΛ໨తʹ͠ͳ͍ɻ͋͘·Ͱ΋ ޮ཰Խͷҝͷखஈʹɻ w ૊৫มߋ΋ͨͩͷखஈͰ͢ɻ

    w ͦͯ͠গͣͭ͠ʮηϧϑΦϯϘʔσΟϯάʯΛ૿΍ ͯ͠Έ·͠ΐ͏ɻ ϝοηʔδ
  39. CONFIDENTIAL ੡඼ͷঢ়ଶ΍ձࣾͷϑΣʔζʹΑͬͯ ΦϯϘʔσΟϯάͷܗͱ૊৫͸ॊೈʹ ม͍͖͑ͯ·͠ΐ͏ʂ

  40. CONFIDENTIAL

  41. αʔϏε֓ཁ ෇࿥

  42. CONFIDENTIAL ೥݄ʙͷ,1* ܧଓ཰ /33

  43. CONFIDENTIAL /33ͱ͸ʁ /33/FU3FUFOUJPO3BUF

  44. CONFIDENTIAL /33ͱ͸ʁ લظͷ.33 ݱࡏͷ.33  ສ  ສ # "

    .33 ສ .33 ສ  /33
  45. CONFIDENTIAL ͳͥ/33ͳͷ͔ʁ w ैۀһ਺૿Ճ׆༻ͷ४උ͕੔͍ͬͯΔ w ϓϥϯͷมߋ׆༻౓߹্͍͕͕͍ͬͯΔ w Φϓγϣϯػೳͷར༻ར༻ൣғ͕޿͕͍ͬͯΔ αΫηε͍ͯ͠Δঢ়ଶΛղΓ΍͘͢දͯ͘͠ΕΔ

  46. .33ίϗʔτ෼ੳ˞.33αϒεΫϦϓγϣϯͷֹ݄ܧଓऩӹ /FU3FUFOUJPO3BUF ໿  ظத࣮੷ ʮӈʹ͍͘΄Ͳ෼ް͘ͳΔʯཧ૝తͳ ϛϧϑΟʔϢܕͷίϗʔτͰ͢ɻ ސ٬ʹѪ͞ΕΔ੡඼ΛఏڙͰ͖͍ͯΔ ͜ͱͷূ໌Ͱ΋͋Γɺࠓޙ΋Ѫ͞ΕΔ ੡඼ͮ͘ΓΛଓ͚͍͖ͯ·͢ɻ

  47. CONFIDENTIAL 8FBSFIJSJOH