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empower onboard: Make your onboarding processes easy, efficient, and effective

Onboard clients, projects, employees, and vendors

empower onboard: Streamline the process of onboarding

empower onboard brings efficiency to the new business, client, project, or employee intake process. This comprehensive solution simplifies and accelerates the onboarding of new clients or projects, configuring critical processes such as Anti-Money Laundering (AML), creditworthiness assessments, risk evaluations, conflict searches, and more. With empower onboard, you get custom task templates and task lists that outline the different steps involved in new business intake. You can assign the different steps involved in the onboarding process (of projects, employees, vendors, and more) to the right people ensuring compliance and adherence.

Discover the benefits of empower onboard

Approve bids, onboard clients, and projects through a series of defined tasks and processes

Track the progress of client, project, or matter inception

Conduct checks for the prospect’s creditworthiness

Ensure that new business intake does not result in conflict of interest

Get a clear view of the client intake progress

Contact the owner of the next task by launching a Microsoft Teams chat

View what tasks are pending and the reason for rejecting the application (a full audit trail is maintained)

Enable your team to commence work on a project and record time without invoicing until the end of approval process

Streamlined employee onboarding
Superior employee experience

The capabilities of empower assistant are enhanced
when connected to evergreen

Designed specifically for project-based businesses, evergreen is the heart of empower solutions.

empower apps and solutions draw data from the evergreen platform to bring users contextualized information based on their project roles and requirements.

evergreen is built on Microsoft Dynamics 365, Microsoft 365, and Azure. It is an integrated Microsoft Cloud platform that covers professional services functions like sales and marketing, HR, project delivery, and finance.

Good alone, great together

sa.go! Get faster time to value through rapid implementation of evergreen