"Out" Boarding Client Service Employees

Using Innovative Techniques to Transition Headquarters-Based Employees to the Field

Read the case study: "Out" Boarding Client Service Employees to learn how a financial firm saved money and provided better customer service by transitioning headquarters based employees to the field.

case_study_outboardingIncludes information on:

  • Preparing managers to work independently in the field
  • Transitioning employees using support tools
  • Similarities between onboarding and "out" boarding.