P&C onboarding orchestrator

Operational Excellence · Initiative playbook
Back to Growth Engineering
Operational Excellence

P&C onboarding orchestrator

New hires wait days for accounts, equipment, and a coherent ramp plan.

The problem

New hires wait days for accounts, equipment, and a coherent ramp plan.

The play

One Greenhouse 'hired' event triggers Slack/Okta/Lattice/Greenhouse provisioning. Claude generates a role-specific 30/60/90 ramp checklist from the JD.

Headline KPI

Time-to-productive
21 days10 days
BAU owner
People & Culture

Tools in the stack

GreenhouseOktaSlackLatticeClaude

Rollout plan

  1. 1
    Discover
    Audit the current process, instrument baseline metrics, and confirm the bottleneck with the BAU owner.
  2. 2
    Design
    One Greenhouse 'hired' event triggers Slack/Okta/Lattice/Greenhouse provisioning. Claude generates a role-specific 30/60/90 ramp checklist from the JD.
  3. 3
    Pilot
    Run with Engineering hires Q1. Measure against the success criteria below; iterate weekly.
  4. 4
    Evaluate
    Review against: 100% of accounts ready on day 1. Decide go / no-go with People & Culture.
  5. 5
    Embed in BAU
    Hand over to People & Culture with runbook, dashboards, and on-call rotation. Schedule 60-day ROI check.

Success criteria

Pilot scope
Engineering hires Q1
Definition of done
100% of accounts ready on day 1
BAU owner
People & Culture