Onboarding Your Business
When you bring a new employee into your company, you don't just hand them a laptop and wish them luck. You sit them down, explain the business, introduce the team, show them where things are, and set expectations. LeanCore works the same way.
The Five-Layer Knowledge Base
Your onboarding builds a comprehensive knowledge base that every specialist in your organization inherits automatically.
1. Tell Them About the Company
Start with the basics -- the same things you'd cover in a first-day orientation:
- Company name and industry
- What you sell -- your products and services
- How you make money -- your business model
- Who your customers are
- How big you are -- headcount and geography
- Your major business functions and value chain
2. Explain How Work Flows
Map out your business processes so specialists understand how work moves through the organization:
- Sales Pipeline: Lead -> Qualification -> Proposal -> Negotiation -> Close
- Order Fulfillment: Order Received -> Picking -> Packing -> Shipping -> Delivery
- Support Escalation: Ticket Created -> Triage -> Investigation -> Resolution -> Follow-Up
For each stage, define who owns it, what systems are involved, what the inputs and outputs are, and where it hands off to next.
3. Introduce the Departments
Map out your organizational structure:
- Department name and purpose -- what this team exists to do
- Responsibilities -- what it owns
- Headcount -- how big the team is
- Tools and systems -- what software this department operates
- Key decisions -- the strategic choices made here
- Dependencies -- who feeds work to this team, and who they feed work to
4. Show Them Where the Knowledge Lives
Your data doesn't live in one place. Map it out explicitly:
- What type of knowledge -- customer data, financial records, operational metrics, policies
- Which system stores it -- your CRM, ERP, internal database, SharePoint
- Who owns it -- the person or team responsible for accuracy
- How to access it -- API, direct query, manual export
- How fresh it is -- real-time, hourly, daily
- Is it the source of truth? -- or is there a more authoritative version
5. Explain Who Decides What
Every organization has decision chains:
- Decision type -- budget approval, hiring, vendor selection, pricing changes
- Decision owner -- the person with authority (by name)
- Approval chain -- the sequence of sign-offs required
- Thresholds -- when approval is needed (e.g., purchases over $50,000)
- Escalation path -- who to go to if the owner is unavailable
The Result
By the time onboarding is complete, every specialist in your organization knows your company as well as a six-month veteran. And unlike a human employee, they never forget any of it. This context is automatically available in every conversation, every task, every piece of work they produce.
Use the Onboarding Assistant
The Company Profile page includes a guided Onboarding Assistant that walks you through each layer conversationally, making the process efficient and thorough.