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  • Owners and Administrators


One of the main factors you should consider in new software is the ease of onboarding. Especially if you have complex operations and you are making the move from another platform, the onboarding process should be quick, smooth, and easy. 

If you have been thinking of making the move to Nabu Pro for your regulatory compliance, you may be wondering what the onboarding process looks like. We have all had the misfortune of adopting a new platform only to feel let down during onboarding.

Nabu Pro is different. The onboarding process is quick, easy, and customized to your needs. In fact, we take you by the hand and make sure that everything is ready for you and your team. In this blog article, we want to show you how onboarding works.

How Long Does the Process Take?

Depending on the size of your business, the number of files we need to handle, as well as the file size, the process can take anywhere between a few days to a few weeks. When we onboard you, we leave no stone unturned and import everything for you.

Compliance management software integration

The most time-consuming part of the process is importing your historical data, users, and training. The good news, though, is that we do it for you so that you can keep working on your business while you’re being onboarded to Nabu Pro’s platform.

How Does the Process Work?

Our onboarding process works in 6 steps :

  1. Establishing groups
  1. Importing users list
  1. Importing training and documents list
  1. Importing users’ historical data for training and documents
  1. Importing exam content
  1. Importing proof attachments

1. Establishing Groups

The first thing we will do together is to establish your groups’ structure. We regroup users in your company to facilitate access to training, documents, and memos. This is an important step because it makes sharing information with your team easier and faster.

Compliance management software implementation

Among others, you can group your employees by :

  • Department
  • Position
  • Project
  • Equipment
  • Location
  • Task
  • Qualification

Adding groups will make the rest of the onboarding even smoother because you will then be able to grant access to many users at once.

2. Importing Users List

The next step is to import your current users list. While you will always add more users as you go, we need to import the users who will be using your Nabu Pro account immediately.

All you will need to do to complete this step is to provide us with a spreadsheet that includes names, emails, and any other relevant information. We will proceed to import all the data to your Nabu Pro account.

3. Importing Training and Documents List

The next step is to import your training and document lists. This includes all of the regulatory compliance documents and training materials that your employees and leaders have created or accessed in the past. This step will ensure you have everything needed to get started smoothly.

Employee compliance management

4. Importing Users’ Historical Data for Training and Documents

If you are moving from another regulatory compliance tool, we can import your user’s historical data, including records of driver’s licenses, passports, licenses, and certifications. If your users passed exams, we will import their results if you have them.

Our goal at Nabu Pro is to make your transition as seamless as possible so you barely notice the onboarding. Once this process is over, you will feel as though nothing has changed, except that you’ll be using a much more convenient platform.

5. Importing Exam Content

Regardless of where you were hosting your exams prior to moving to Nabu Pro, we will import your exam content so that your team can be evaluated and certified. We will take your existing content and assign it to your users and groups.

Employee training management

You should not have to worry about importing your content into your new platform. We handle everything for you. All you need to do is provide us with your content and we will upload it for easy access by your team.

6. Importing Proof Attachments

As part of your onboarding process, we will also import any attachments you may have that provide historical proof of completion by the users, including certificates and previously completed documents, to your Nabu Pro account. After this step, you will have everything you need to start managing your compliance inside Nabu Pro. 

Compliance management software onboarding

It’s important to us that the onboarding process is as seamless as possible for you and your team. We also offer personalized add-ons to your onboarding depending on your wants and needs.

What Else Do You Need to Know?

At Nabu Pro, we are a Service-with-a-Software company. In addition to our software solutions, we offer consulting services to help you stay compliant. During your onboarding process, you can avail our consultation services for an additional fee and clarify any doubts you have about your compliance process. 

Compliance management consulting service

Ready to Switch to Nabu Pro?

Do you already know you want to move your compliance process to Nabu Pro? Or maybe you have more questions about our software?

Book a demo today to see if Nabu Pro is for you.