University of California, Riverside Extension
University of California, Riverside Extension
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Automated Onboarding and Internal Process Automation

Open Opened on October 17, 2025
Main contact
inSearchX
inSearchX
Delray Beach, Florida, United States
Eric Brown
Eric Brown
CEO
(11)
4
Portals
(1)
View all
Project
120 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Information technology Operations Project management Software development Training & development
Skills
administrative functions software documentation workflow automation business process automation operations automation workflow management
Details

The project aims to streamline and automate the onboarding process for new customers at inSearchX, as well as automate various internal administrative tasks. The current onboarding process is manual and time-consuming, leading to inefficiencies and potential errors. By automating these processes, inSearchX seeks to enhance efficiency, reduce human error, and improve the overall experience for new hires. The project will involve analyzing the existing onboarding workflow, identifying repetitive tasks, and developing automated solutions using software tools and technologies. The goal is to create a seamless, user-friendly onboarding experience that aligns with inSearchX's operational needs and integrates smoothly with existing systems. Additionally, the project will explore automation opportunities for other internal administrative tasks to further optimize operations.



- Analyze the current onboarding process and identify areas for automation.


- Develop automated workflows for onboarding new employees.


- Identify and automate repetitive internal administrative tasks.


- Ensure integration with existing systems and tools.


- Provide documentation and training materials for the new automated processes.

Deliverables

The deliverables for this project will include a comprehensive report detailing the current onboarding process and identified areas for automation. The team will develop and implement automated workflows for onboarding and internal tasks, ensuring they are fully integrated with inSearchX's existing systems. Additionally, the project will produce user documentation and training materials to support the transition to the new automated processes. The final deliverable will be a presentation to inSearchX stakeholders, showcasing the implemented solutions and their benefits.



- Comprehensive report on current processes and automation opportunities.


- Automated workflows for onboarding and internal tasks.


- Integration with existing systems.


- User documentation and training materials.


- Final presentation to stakeholders.

Mentorship
Domain expertise and knowledge

Providing specialized knowledge in the project subject area, with industry context.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
https://www.insearchx.com
Delray Beach, Florida, United States
2 - 10 employees
Automotive, Hospitality, Marketing & advertising, Travel & tourism

We are a generative ai company using proprietary data and calling technology to engage consumers across a variety of verticals.