The situation
A new client of ours: a firm of 120 people that takes on new staff regularly, in a complex environment. Setting up each new colleague took 4.5 hours of IT time. Accounts, groups, mailboxes, project folders, business apps, the laptop and the printers were all set up by hand, from a checklist.
What we did
Cleaned up first. Before scripting anything, we put the environment in order: the permissions and the role model, everything a new colleague’s access is built from.
Then scripted the set-up, end to end. A new colleague gets the same access as a colleague in the same role, and the script shows what it would change before it changes anything.
Caught its first mistake. Its first live run showed that it would have reported a failed change as done. We fixed that before going any further.
What happened next
From the ticket to a finished onboarding now takes 7 minutes, the same way every time.