The Best Ways to Improve Your SaaS Onboarding Optimization Process

The best onboarding practices of Software as a Service (SaaS) ensure that customers learn, adopt, and continue to use the platform long after the initial sale. Onboarding optimization takes the usual process of user adoption and training and turns it into a natural learning experience. When hands-on use becomes a part of the SaaS onboarding process, users become familiar with the platform more quickly and adopting that platform becomes second nature.


improve saas onboarding optimization_500


Tailor Training to Roles

The SaaS onboarding process goes beyond a few hours or days of classroom training. Absorbing professional knowledge to effectively use a corporate or enterprise software package requires more than sitting through a lecture and taking notes while watching a training video.


Effectively bringing users onboard requires an understanding of each role’s needs and the ability to customize the onboarding process according to those needs. Training that is customized to follow the work flow of a user’s role is an SaaS onboarding experience that keeps the new user focused on how to use the platform to perform their job. They don’t become frustrated or bored by training that does not apply to them. Instead, they remain interested and involved in their own training process.

Leverage User Analytics for Better Engagement

Usage statistics can highlight where the onboarding process is going smoothly and where bottlenecks are occurring. Areas that need improvement for specific roles or user groups are identified which enable administrators to streamline the SaaS onboarding process for specific roles or larger user groups.


The ability to customize the onboarding process based on usage stats ensures that users remain engaged and committed to the SaaS platform. Onboarding customization improves individual success which results in better job performance and job satisfaction which in turn contributes to the overall success of the corporation.

Targeted Tutorials that respond to User Actions

A lean tutorial makes sense because it doesn’t waste time covering topics that don’t apply to the user. Onboarding optimization gives users the information they need to do their job, when they need it. When users reach a new step in their work flow while using the platform, the Iridize onboarding platform can present them with the tutorial needed to complete the step.


When they return to the work process in the future, the information is still available to them and they can follow the steps outlined when the onboarding process was customized. A user’s onboarding experience, customized by user group or individual role, ensures that users get the tutorials and training they need instead of information meant for roles they have nothing to do with.


Plan a Unified Content Strategy

The accessibility of information including guides, FAQs, tips, and features provided by the user interface ensures that users get the information they need, when they need it. With the right information available at a single mouse click, the user spends their time working instead of looking for advice on forums, scrolling through manuals, or watching videos that may or not have the information they need.


The best onboarding practices for any software package will vary depending on different corporate strategies and the roles defined to implement them. Integrating your onboarding strategy with your SaaS platform will help ensure user adoption and the success of your SaaS implementation.


Noa is Iridize's Head of Content. With a background in digital strategy planning and database management, Noa translates Iridize's vision, stories and data into words. Digital learning and user experience are a particular passion of hers.