Create a dynamic onboarding/implementation flow chart?

Scott Kronzek

I'm currently re-designing my companies onboarding and implementation processes. It consists of 10-15 steps. I'm looking for a system where I can diagram the process in a way that's dynamic, where I had the ability to drop new clients into the process, and slide them through each step. Any ideas about the best way to make that happen in a nice visual way?

Jeffrey Kushmerek

Scott- I have a diagram here- is that what you are looking for?
https://www.jeffkushmerek.com/blog/tthe-ipop-the-implementation-process-optimization-plan

jennyweigle

Hi Scott! I love using MURAL for these things. They have a ton of templates you can use for creating multi-step visuals or flows.