How we onboard you

Meticulous planning ensures a smooth transition

Improved client satisfaction

Its about partnership

We are committed to seamlessly integrating new clients into our business and building strong, productive relationships. We believe that thorough integration sets the foundation for future interactions, fostering trust and mutual understanding. This approach also enables clients to fully understand the features, breadth and benefits of our products, ensuring they can fully leverage our offerings to achieve maximum value.

Setting Expectations

We strive to understand your bespoke needs and learn what customisations are required. We then outline precisely what you can expect from the relationship moving forwards.

Includes:

  • Defining the onboarding process
  • Introducing the points of contact
  • Clear timeline of next steps
  • Client onboarding checklist

Client Questionnaire

To better understand your specific needs and objectives, the details of the work, and your vision for the final product, we send a customised questionnaire. This questionnaire covers Key Performance Indicators, requests for previous samples, and essential elements of the final product.

SLA & SOP

Mutually agreed upon Service Level Agreements (SLAs) are formulated to identify individual task owners, timelines, and specific responsibilities of team members. We invite you to review typical timelines in our indicative SLAs.

Additionally, a guiding Standard Operating Procedures (SOP) document is crafted to outline the procedural steps necessary for a smooth workflow.

Finally, we prepare a document identifying any potential challenges with mitigation steps to facilitate quick resolution should any obstacles arise.

Sample Pilot Project

A batch of first few cases / final product is delivered for approval. Feedbacks, if any are incorporated in SOP and implemented in next batch of sample.

Kick-off Meeting

A meeting is scheduled to solidify the working relationship. This entails:

  • Introduction of the team
  • Consensus on preferred mode of communication
  • Establishing project scope and goals
  • Outlining way of collaboration, including the cadence of deliveries and receipt of feedback
  • Presenting SLA
  • Access to tools, if required

Continuous Updates and Routine Follow-Ups

  • Regular client communication to foster healthy and productive relationship
  • Regular monthly meetings to address any concerns upfront
  • Updates on strategy developments and reporting on service outcomes

How we work

Our Training

Our company emphasises superior training through our cloud-based system, ensuring our teams are knowledgeable in English, Welsh, and UK law, including detailed requirements from the UK Finance Handbook and regulatory... read more

Our indicative SLAs

Our Service Level Agreements (SLAs) guarantee high-quality and consistent service delivery to all of our clients. Customer satisfaction is paramount, and we commit to resolving any service disputes or complaints... read more

How we keep you updated

We understand the importance for clients to stay informed about progress, monitor deadline compliance, Key Performance Indicators (KPIs) and observe any structural changes in our team. We provide dashboards for... read more

Our pricing structures

Our pricing is clear and predictable: no monthly commitments or desk fees. We offer volume discounts, no minimums required. This flexible approach lets your business scale and handle workload peaks... read more

Our technologies

Our technology offerings, spanning customer system integration, UK-based development, and cloud-based hosting, are all ISO 27001 compliant, ensuring top-tier data security and management across services. This commitment to information security... read more

Our accreditations

We are certified with the latest version of ISO 27001, demonstrating our commitment to the highest data security and management standards. This accreditation assures our clients of our dedication to... read more

We help you do more for less.

Contact OSOI today to discuss your needs and receive your free insight.

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