For finance
For delivery
Onboard clients, projects, vendors, and employees
Standardize, simplify, and scale onboarding across your software-services firm from client intake, vendor setup and employee onboarding. evergreen’s onboarding application provides HR, delivery, finance, and operations teams complete control and visibility into onboarding processes, right from Microsoft Teams, web, or mobile.
Address challenges slowing down your onboarding with our onboarding application
Disjointed handoffs, fragmented tools, and unclear responsibilities often turn onboarding into a bottleneck. Here’s what slows your teams down:
Ad-hoc checklists across HR, IT, finance, and delivery create delays and rework
Access provisioning needs too many tickets, emails, and manual steps
No single view of onboarding status, owners, or blockers
External stakeholders follow inconsistent intake processes with varying results
Unify every onboarding process with onboarding application
The onboarding application connects HR, IT, finance, and project teams in one workspace to fast track your onboarding process and eliminate any handover delays. Offering complete flexibility, the onboarding application helps extend the onboarding process across clients, projects, vendors, and employees. Leverage pre-built templates or configure role-based workflows, and track progress from intake to activation without manual follow-ups or siloed tools.
- Orchestrate onboarding across internal and external stakeholder groups
- Auto-assign tasks, tools, and training based on role, function, or engagement type
- Gain real-time visibility into onboarding health, bottlenecks, and satisfaction
Key features that bring speed, and structure to onboarding paths
Streamline every onboarding journey with consistent templates, automation, and visibility from clients to projects, vendors, and employees. Explore the key capabilities of the onboarding application below.
Standardize workflows for clients, vendors, and employees
Create reusable onboarding templates tailored to clients, projects, vendors, or employee roles. Assign task lists by geography, department, or offering and ensure each onboarding workflow is structured, compliant, and repeatable across functions.
- Configure step-by-step task lists for client intake, project setup, or new hires
- Use templates that align with sales, delivery, finance, and compliance standards
- Maintain consistency across regions, service lines, or legal entities
Remove onboarding bottlenecks with automated task flows
Avoid delays in project readiness, client handoff, or resource access. The onboarding application automates provisioning and status updates, while integrating with your core systems to ensure seamless onboarding across the value chain.
- Link onboarding steps to workspace or system provisioning triggers
- Notify team members automatically when task status changes
- Reduce delays in project time tracking, client billing, or vendor readiness
Break down silos with one collaborative workspace
Bring together HR, client teams, finance, and delivery into one collaborative view. Track onboarding across stakeholder types with live task status, overdue alerts, and ownership clarity at every stage.
- One dashboard for all onboarding pipelines: clients, projects, vendors, employees
- Track task dependencies, owners, blockers, and completions in real time
- Ensure accountability and visibility across cross-functional handoffs
Continuously improve onboarding with built-in analytics
Capture insights from every completed onboarding flow to make the next one better.
Whether you’re onboarding a new client, starting a project, or setting up a vendor, continuous feedback loops help improve experience and operational efficiency.
- Send configurable surveys post-onboarding by stakeholder type
- Use analytics to refine templates and task flows
- Address common blockers before they slow down the next engagement
Get projects billing-ready and vendors policy-compliant faster
Ensure every stakeholder from clients and vendors to internal teams has timely access to the right tools, content, and systems. The onboarding application aligns onboarding with project timelines, compliance needs, and productivity goals from day one.
- Auto-enroll each user in required content: contracts, SLAs, playbooks, training
- Align onboarding timelines with project start and billing readiness
- Prevent revenue leakage by ensuring accurate time logging on the right projects from the start
Use copilots within evergreen to streamline onboarding in real time
Use built-in copilots to simplify onboarding tasks, surface insights, and guide teams in real time. The onboarding application includes AI-powered copilots that work within Microsoft Teams to help users move faster, stay compliant, and eliminate guesswork across every onboarding flow.
- Suggest the right task templates based on engagement type and role
- Auto-fill onboarding requests using historical context or project metadata
- Surface overdue tasks, bottlenecks, or missing dependencies before they become blockers
Get started with onboarding in just a few clicks
Whether you’re onboarding a new client, project, vendor, or internal resource, the onboarding application makes it fast and structured. Here’s how you can use the solution:
- Step 1
Create a new request in the onboarding application or pulse application by selecting a task template or building your own
- Step 2
Customize the task list to match the engagement, role, or region
- Step 3
Track progress and approvals and get automatic status notifications in Microsoft Teams
Benefits that extend beyond delivery and HR teams
The onboarding application simplifies onboarding across the business, giving each team the tools and visibility they need. These are the teams that benefit from the onboarding application:
Delivery teams
Automate intake, ensure compliance, and maintain consistency with centralized workflows
HR teams
Simplify onboarding for internal projects and personnel with role-based templates and timelines
Sales teams
Deliver a seamless onboarding experience for clients, improving satisfaction and accelerating time-to-value
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evergreen and empower: Built to work together on your Microsoft tenant
evergreen provides the operational and financial foundation for software services firms, connecting client onboarding, project setup, resource planning, delivery activity, and financial data in one governed system.
empower is the decision intelligence layer that sits above systems of record, including evergreen or other platforms already used by the firm. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide decisions across the project lifecycle.
Because insights are grounded in real firm data, project leaders, finance teams, and operations leaders can detect onboarding delays earlier, monitor project readiness signals, and act quickly to ensure projects become delivery-ready, billing-ready, and compliant from the start.
FAQs
What is the onboarding application?
The onboarding application is a role-aware onboarding solution for software services firms that helps you streamline client, project, vendor, and employee onboarding — all within Microsoft Teams, web, or mobile.
How does the onboarding application handle onboarding for clients, projects, and vendors?
The onboarding application lets you build tailored onboarding workflows for clients, projects, and vendors, not just employees. You can configure task templates, assign owners, and automate key steps to ensure every intake follows a consistent, compliant process.
How does the onboarding application improve provisioning and approvals?
It automates access provisioning and task dependencies, reducing manual tickets and back-and-forth between HR, IT, and finance. Approvals and task updates are visible across teams in real time.
Can I track onboarding status and ownership across stakeholders?
Yes. The onboarding application gives you a unified dashboard to track onboarding across all stakeholder types with visibility into task status, owners, blockers, and overdue items.
How does the onboarding application handle delayed tasks?
The onboarding application automatically alerts relevant owners when task deadlines are missed or dependencies are blocked helping teams take action quickly and avoid downstream delays.