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Here's How to Solve User Lifecycle Management Problem in Your Organization

Rohit Rao

31st January, 2023

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Many organizations need help maintaining a practical user lifecycle management approach for their employees, resulting in high turnover rates. To ensure a positive employee experience, organizations should implement practices such as proper onboarding, employee development, mid-lifecycle changes, and offboarding. 

This article provides strategies for resolving the problem of inefficient user lifecycle management within organizations.

Identity lifecycle management is a crucial aspect of digital security, and it's essential to have an efficient system in place to manage the lifecycle of digital identities. By automating the process, organizations can improve productivity, reduce manual errors, and maintain high levels of security.

One of the biggest challenges with LCM is keeping up with the constant changes in digital identities and permissions. For example, when new employees join, they need to be given appropriate access permissions, and their privileges must be elevated when they are promoted. However, when an employee resigns, the process must be reversed, and their access must be revoked.

These processes can be time-consuming and tedious for IT operations teams and, if not done correctly, can lead to severe security exposures. That's why it's crucial to have an efficient way of managing the lifecycle of digital identities.

Various tools and software are available for LCM, such as identity management systems, access management systems, and single sign-on solutions. These tools automate and streamline the process, making it easier for IT teams to manage digital identities and reduce the risk of security breaches.

Onboarding New Employees In Organizations Effectively

Onboarding is not just a simple task; it's the first and most crucial step in an employee's lifecycle management journey. It sets the tone for the entire employment experience and can make or break a new hire's engagement and productivity. Traditional onboarding methods, such as manually granting SaaS access, can be tedious, time-consuming, and prone to errors.

But what if there was a better way? A solution that not only streamlines the onboarding process but also provides a holistic approach to lifecycle management. Enter LCM tools like Zluri, which automate the onboarding process and offer a comprehensive solution for managing an employee's entire tenure with an organization.  

These tools save time, reduce errors, and ensure that new hires are fully equipped and engaged from the very first day, leading to higher retention rates and overall productivity. So, why stick to outdated methods when there's a better solution available? Instead, invest in LCM tools like Zluri and take the first step towards successful employee lifecycle management.

Using an LCM tool for onboarding new employees:

Zluri is an effective LCM platform that allows you to create a personalized onboarding experience for each new employee by providing them with the necessary information, tasks, and training materials in one central location.

This innovative platform revolutionizes how organizations welcome new employees by providing them instant access to the tools they need to hit the ground running on their first day. No more waiting weeks for IT to set up accounts and access - Zluri's automation streamlines the process, increasing productivity and reducing frustration.

But Zluri's benefits continue beyond there. The platform also offers personalized app recommendations based on the employee's department and the role and intelligent in-app suggestions to help them connect with the channels, groups, or projects they'll be working on. In addition, with Zluri's onboarding workflows, you can easily create customized "playbooks" of recommended apps for different roles, making the onboarding process a breeze.

Whether you're a content writer who needs Slack, Trello, and Grammarly or someone in a different role with different tools, Zluri has got you covered. Streamline your onboarding process and set your new hires up for success with Zluri.

Steps to create an onboarding workflow for employees:

  1. On Zluri's platform, navigate through to the Workflows module and select the onboarding option. Then, click on the "New Workflow" option and select the user(s) you want to onboard. 

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  2. You can also use previously saved workflows by clicking on the playbook option.

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  3. After selecting the "New Workflow" option, you will be directed to a page displaying the names of new employees that the recruitment team has added to the software. Select the employee(s) you want to onboard by choosing one or multiple names from the list.

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  4. Manually select the SaaS apps you want to give access to, using the Zluri recommendations on the left side of the dashboard as a guide based on the department's previous data.

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  5. You can add the apps to the list by clicking on the "add" option, or you can select them one by one manually by clicking on the "+" symbol. After making your selections, you can add actions to the "Add an action" option.

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  6.  Add actions, such as adding the user to channels and groups in Slack and customizing scheduled messages and tasks.

  7. Finally, save the workflow as a playbook for future use.

You can also schedule the workflow to run on the designated onboarding day. Once you have completed these steps, click on "Add Task" and then "Save as Playbook." A dialog box will appear, prompting you to name the playbook before saving. Once saved, you can use it as a reusable template for future onboarding processes.

Quickly providing access to SaaS using a Single-Sign-On

Zluri allows for integrating various Single Sign-On (SSO) and Multi-Factor Authentication (MFA) providers on a single platform.

 

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This integration allows IT administrators to have granular control over SaaS applications, manage users, and grant or revoke permissions for all applications. This provides quick access to SaaS tools while provisioning employees.

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Self-Serve model for providing quick access to SaaS tools during mid-lifecycle change

When an employee is promoted, their role and responsibilities often change, leading to a need for access to new tools and software to perform their job. One efficient way to provide employees with the necessary tools during this mid-lifecycle change is to allow them to select and acquire the tools they need through a self-serve model. 

Zluri's App Catalog & Access Request allows employees to choose from various SaaS apps and automates the approval process, assigning apps and licenses quickly and easily. As a result, HR and IT teams can save valuable time and energy while giving employees the power to choose the tools they need to succeed. 

The app store also decentralizes SaaS procurement decisions, allowing employees to make informed choices about the apps that best suit their needs. And with real-time updates and transparent communication, the approval process is made more efficient and transparent. In addition, it helps prevent SaaS sprawl and eliminates shadow IT, freeing up teams to focus on more strategic work. 

Secure Offboarding of Employees

Offboarding employees can be a tedious and time-consuming task, but with Zluri's automated offboarding process, it becomes a breeze. Not only does it save you time and effort, but it also keeps your data secure. 

With Zluri, when employees leave your organization, their access to all devices, apps, and systems is revoked instantly to prevent unauthorized access to sensitive data. Their data is then backed up and transferred to a new owner, ensuring that important information is not lost. 

Additionally, their licenses and SSO access are revoked, preventing them from using any of the organization's applications. These simple steps ensure a smooth and secure offboarding process every time.

Not only does it restrict further app usage for added security, but it also allows for the transfer of ownership of ongoing SaaS app licenses and data. Plus, with integrations to connect with any cloud directory, you can easily store, use, and share data using cloud services, making the process seamless and effortless.

Steps to create an offboarding workflow for employees:

  1. On Zluri's platform, navigate through to the Workflows module and select the offboarding option. Then, click on the "New Workflow" option and select the user(s) you want to onboard. 

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  2. Then, click on the "New Workflow" option and select the user(s) you want to offboard. 

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  3. Next, please select all the necessary apps and take the necessary actions to offboard the users from them.

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  4. You can also use the pre-saved workflows, known as playbooks, to quickly offboard users.

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Why Is Zluri The Best LCM Solution?

Introducing Zluri to your organization can help unlock immense potential and boost efficiency. With the help of the App Catalog & Access Request and 800+ integrations, Zluri helps streamline the onboarding and offboarding process for employees. 

Moreover, the tool allows IT teams to manage all users in one place. Additionally, you can create ticketless, no-code approval workflows with custom rules and triggers and track user activity and authorization. So, what are you waiting for? Let Zluri help you unlock your organization's potential and reach new heights!

Give Zluri a try. Request a demo today!

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