Onboarding
Onboarding is the process of helping a newcomer become familiar with and able to participate in a product, team, organization, or system.
The Art of AI Product Development
Onboarding is the initial process of introducing users to a product’s capabilities, benefits, limitations, and basic operation.
- How it is used
- Sets initial expectations about an AI product’s value, limitations, and the user’s role in improving results.
- How deep it goes
- Provides a five-part messaging framework and concrete education formats, but defers more detailed learning beyond initial use.
- Examples
- Uses a sustainability-reporting assistant, in-app tutorials, workshops, quick-start guides, and a business pilot.
- What you can do after
- Practice/perform onboarding that states benefits and limits, teaches first steps, and fits the audience and rollout.
Read how The Art of AI Product Development explains onboarding →
Think Like a CTO
Client onboarding is the process of introducing clients to a company's products, services, and ways of working.
- How it is used
- Uses client onboarding as a customer-facing walkthrough for examining a product and its delivery during due diligence.
- How deep it goes
- Describes a role-play with demos, training, and follow-up questions, but does not specify a complete onboarding workflow.
- Examples
- Uses a new-customer role-play and a chat-portal file upload to prompt questions about storage and backups.
- What you can do after
- Evaluate/understand it through a customer role-play that reveals client terminology, valued features, and technical questions worth pursuing.
Think Like a Software Engineering Manager
The structured process of integrating a newly hired employee into an organization, role, team, work practices, and culture.
- How it is used
- Uses onboarding within hiring economics and retention efforts to establish knowledge and support continued employee development.
- How deep it goes
- Connects onboarding to recruitment costs, training, and retention but stops short of specifying stages, owners, timelines, or checklists.
- Examples
- Illustrates training investment with a two-day trainer engagement and an introductory machine-learning program for team members.
- What you can do after
- Evaluate onboarding as a training investment within hiring costs and retention-oriented development programs.
Read how Think Like a Software Engineering Manager explains onboarding →
Related concepts
- hiringpart of · Hiring is the process of attracting, evaluating, selecting, and employing people to fill organizational roles.
- value stream mappingused by · Value stream mapping is a technique for representing and analyzing the flow of work and information through a process to identify waste and opportunities for improvement.
- repositoryuses · A software repository is an organized storage location or collection of project files and related artifacts, often managed with version history and change tracking.
- solutionuses · A solution is an answer, approach, or assignment intended to address a problem or meet specified objectives or requirements.
- backfill costused by · The total cost of filling an open role after an employee departs, including hiring, onboarding, training, and related expenses.
These guides are generated from the text of Manning books by Manning's knowledge graph and link to the sections they draw on. The full books are available on liveBook and at manning.com.