Technical Onboarding

ROLE: IT HR Onboarding Project Manager II

DATE: May 2020 – September 2020

PROJECT: Technical Onboarding

CLIENT: Bank of America – Charlotte, NC


Full cycle technological onboarding for new Global Bank & Markets LOB employees.

Responsible for planning/scheduling milestones; collecting employee data; administering all access and remote desktops; onboarding essential employees for BOA; ensuring employees were adequately trained; create and distribute education/awareness building materials for all stakeholders across Employee Engagement deliverables; track vendor management documentation; responsible for the development, communication and continuous improvement of a repeatable onboarding execution model; and ensure optimal efficiency of processes onboarded by focusing on replicating standardized processes before creating net-new/customized processes where not required.

The greatest challenge was ensuring all access request were completed by the deadline so new employees were not delayed with onboarding. Technical issues were mitigated through coordinated actions with the employee and the IT team.

New onboarding process successfully deployed, replacing the old face to face onboarding process. Effectively decreased onboarding time from 7 weeks to 3 weeks. Utilized my knowledge of SharePoint to create a space that would streamline the new onboarding process


▪ Governed onboarding process for the Global Bank and Markets LOB

▪ Administered all access and remote desktop request made by stakeholders. ▪ Organized meetings to discuss and review project operational strategies.

▪ Liaised with project team members to come up with solutions for improved technological operations.

▪ Communicated proactively to manage complex onboarding processes and meet targeted deadlines and deliverables.