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

Transcript

1. CONFIDENTIAL ߴڮণਉ
   4NBSU)3
   71
   PG
   $VTUPNFS
   4VDDFTT
    ΦϯϘʔσΟϯάઓུ
   
   
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2. ࣗݾ঺հ
3. ɾʙ
   ΨϥέʔެࣜαΠτӡӦ
   ɾʙ
   डୗ։ൃձࣾͷ্ཱͪ͛
   ɾʙ
   4NBSU)3΁ ߴڮ
   ণਉʢ͔ͨ͸͠
   ·͓͞Έʣ ΧελϚʔαΫηε UXJUUFS
   
   !FCBTB. ޷͖ͳۂ
   
   %+
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   $BO
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   -FU
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   4BSBI
   (SFFO
4. CONFIDENTIAL ߴڮ͕ձࣾͰ΍͍ͬͯΔࣄ $4
   νʔϜͷ
   ੹೚ऀ w ૊৫ͷϚωδϝϯτ
   w ֤छ,1*ͷ੹೚
   w શސ٬ͷαΫηε 10
   ʢ1.ʣ w Φϓγϣϯػೳ
   w ্Ґϓϥϯͷػೳ
   w J1BE
   ΞϓϦ 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)3
    Λ׆༻
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)3
    ͷՁ஋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 8FCJOBS
    ͷ׆༻
    w ར༻ঢ়گʹ߹Θͤͨίϯςϯ π഑৴
14. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ηϧϑαʔϏε w νΣοΫࣜͷνϡʔτϦΞϧ
    w ಈըίϯςϯπ
    w ϔϧϓηϯλʔͷॆ࣮
    w 8FCJOBS
    ͷ׆༻
    w ར༻ঢ়گʹ߹Θͤͨίϯςϯ π഑৴ ☺
15. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ࡉ෼Խ w 0OCPBSEJOH
    4QFDJBMJTU
    w &OUFSQSJTF
    $4.
    w $4.
    w 4VDDFTT0QT
    w "VUPNBUJPO
    w 1SPDFTT
    0QUJNJ[BUJPO ˡ
    ଍Γͳ͍ʂ ˡ
    ଍Γͳ͍ʂ
16. CONFIDENTIAL ೥લͷεϥΠυ͔ΒҾ༻ ࡉ෼Խ w 0OCPBSEJOH
    4QFDJBMJTU
    w &OUFSQSJTF
    $4.
    w $4.
    w 4VDDFTT0QT
    w "VUPNBUJPO
    w 1SPDFTT
    0QUJNJ[BUJPO ˡ
    ࠾༻Ͱ͖ͨʂ ˡ
    ࠾༻Ͱ͖ͨʂ
17. αʔϏε֓ཁ ͜Ε͔Βຊ୊
18. CONFIDENTIAL ʙ
    $VTUPNFS
    0OCPBSEJOH
    4QFDJBMJTU
    ര஀
    ʢΦϯϘʔσΟϯάઐ໳νʔϜʣ
19. CONFIDENTIAL $VTUPNFS
    0OCPBSEJOH
    4QFDJBMJTU $VTUPNFS
    4VDDFTT
    .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'# $04
    ͕΍͖ͬͯͨ͜ͱ
21. CONFIDENTIAL w (PPE
    
    w ͓٬͞Μͷ৭ʑͳঢ়گ͕ղ͖ͬͯͨ
    w ΦϯϘʔσΟϯά͕͏·্ཱ͕ͪ͘Βͳ͍ཁҼ
    w ੒ޭ͢ΔཁҼɾͦͷύλʔϯ
    w ϚςϦΞϧɾίϯςϯπ͕૿͖͑ͯͨ
    w ϓϥϯมߋɾΦϓγϣϯػೳҊ಺ͷ༗ޮͳνϟωϧ $04
    ͕΍͖ͬͯͨ͜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)3
    ಋೖνΣοΫϦετ
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 ΦϯϘʔσΟϯάͷΞοϓσʔτ
    
    ඪ४Խ
    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 ηʔϧε
    UP
    $4
    ؒͰͷίϛϡχέʔγϣϯෆ଍͕͋ 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 $4
    0QT
    w 6TBHF
    %BUBͷՄࢹԽɾΦϖϨʔγϣϯ੔උɾར༻֦େͰ͖ͦ͏ͳϙΠ ϯτͷൃݟ ৽͍͠૊৫ମ੍
34. CONFIDENTIAL w τϨʔχϯάϓϩάϥϜ
    w ͢΂ͯͷ͓٬͞·ʹରͯ͠
    w ΦϯϥΠϯɾΦϑϥΠϯΛ௨ͯ͡
    w ΦϯϘʔσΟϯά
    ͔Β
    ఆண·Ͱ
    w શͯͷϓϩμΫτɾػೳ͕ର৅
    w 4NBSU)3
    Λݕ౼͍ͯ͠Δະདྷͷ͓٬͞·ʹ΋
    w αʔϏε͚ͩͰ͸ͳ͘ɺਓࣄɾ࿑຿ۀ຿ͷεΩϧɺ ΩϟϦΞ޲্΋ ৽͍͠૊৫ମ੍
    
    
35. CONFIDENTIAL ηϧϑΦϯϘʔυ΁ͷߋͳΔ౤ࢿ
    ΦϯϘʔσΟϯάϚωδϝϯτ΁ͷ௅ઓ
36. αʔϏε֓ཁ ·ͱΊ
37. CONFIDENTIAL w 4NBSU)3
    ͱͯ͠ɺҾ͖ଓ͖ΦϯϘʔσΟϯά͸ 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 ೥݄ʙ
    ͷ
    ,1* ܧଓ཰
    /33
43. CONFIDENTIAL /33
    ͱ͸ʁ /33
    
    /FU
    3FUFOUJPO
    3BUF
44. CONFIDENTIAL /33
    ͱ͸ʁ લظͷ
    .33 ݱࡏͷ
    .33  ສ  ສ # " .33
    ສ .33
    ສ  /33
    
45. CONFIDENTIAL ͳͥ
    /33
    ͳͷ͔ʁ w ैۀһ਺૿Ճ
    
    ׆༻ͷ४උ͕੔͍ͬͯΔ
    w ϓϥϯͷมߋ
    
    ׆༻౓߹্͍͕͕͍ͬͯΔ
    w Φϓγϣϯػೳͷར༻
    
    ར༻ൣғ͕޿͕͍ͬͯΔ αΫηε͍ͯ͠Δঢ়ଶΛղΓ΍͘͢දͯ͘͠ΕΔ
46. .33ίϗʔτ෼ੳ
    ˞.33αϒεΫϦϓγϣϯͷֹ݄ܧଓऩӹ /FU
    3FUFOUJPO
    3BUF ໿  ظத࣮੷ ʮӈʹ͍͘΄Ͳ෼ް͘ͳΔʯཧ૝తͳ ϛϧϑΟʔϢܕͷίϗʔτͰ͢ɻ
    ސ٬ʹѪ͞ΕΔ੡඼ΛఏڙͰ͖͍ͯΔ ͜ͱͷূ໌Ͱ΋͋Γɺࠓޙ΋Ѫ͞ΕΔ ੡඼ͮ͘ΓΛଓ͚͍͖ͯ·͢ɻ
47. CONFIDENTIAL 8F
    BSF
    IJSJOH