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Your Success, Guaranteed From Day One.
UnDesked delivers the most high-touch onboarding in the industry. From setup to launch, we work side-by-side with your team to ensure adoption, alignment, and measurable results.
Why Wait Years For ROI?
UnDesked was designed for immediate impact- from the modular platform structure to the customer onboarding process. The goal is to improve automation, communication, and engagement right away.
No complex implementation process. No lengthy learning curve.
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What You Get- Platform Setup
• Weekly meetings with your Customer Success Manager and Workflow Engineer
• IT support, including custom and native integrations
• Admin configuration for managers and staff with the most robust user access controls in software
• Custom branded screens, kiosks, checkpoints, and hubs based on your company's colors, logos, fonts, and copy
What You Get- Onsite Setup
• 1-day implementation session at your facility (multi-day setups available) with customer success leader and workflow engineer
• Facility walk-through, current process introductions, and workflow mapping
• Platform tutorials and training for managers and frontline leaders
• Build sessions for workflows, resources, hubs, and automations
Our Rigorous Step-by-Step Process
Step 1. People & Access
• Identify admins, IT contacts, and worker counts
• Import employees through Active Directory or bulk upload
• Define permissions and roles for managers and staff
Step 2. Resource Gathering
• Collect SOPs, manuals, checklists, forms, and training materials
• Link existing resources into the platform for immediate frontline access
Step 3. Workflows
• Select from common templates (safety, onboarding, training, maintenance, etc.)
• Document current methods (paper or software)
• Prioritize critical workflows and assign owners
Step 4. Automation Design
• Map triggers between workflows (e.g., onboarding → training assignments)
• Set reminders, escalations, and expirations
• Build compliance and reporting automations
Step 5. People Hubs & Place Hubs
• Define jobs and the resources each role needs at their fingertips
• Map facility locations (lobby, breakroom, shop floor, etc.) and surface the right resources at each hub
Step 6. Automation Checklist
• Verify relevant resources are digitized
• Confirm workflows have ownership and triggers
• Final review with Customer Success Manager before launch
Ongoing Success
• Weekly customer success meetings
• Analytics review to track adoption, safety compliance, and productivity gains
• Iteration sessions to refine workflows and add automations as new needs emerge
