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Streamline IT: Secure Onboarding and Offboarding for SMBs
  • Explained
  • 4 minutes read
  • Modified: 15th May 2025

    October 23, 2023

Streamline IT: Secure Onboarding and Offboarding for SMBs

Trio Team

Sources say 1 in 4 ex-employees still have access to company data. Poor offboarding leaves your business vulnerable, while ineffective onboarding can double your turnover rate. For SMBs, seamless employee transitions aren’t just polite—they’re critical to security, compliance, and retention. With MDM solutions like Trio, HR and IT can work together to protect your data and empower your workforce from day one. In this article, we will cover why HR and IT departments have to align for a stronger security posture, as well as how SMBs can optimize employee management using MDM solutions like Trio.

Why HR and IT Need to Align for SMB Success

Employee Management, in the context of an MDM solution, involves employee onboarding and offboarding. Simply put, onboarding refers to the procedure of integrating a new employee into an organization’s digital ecosystem.

For SMBs, limited resources mean HR and IT must collaborate efficiently. HR ensures employees feel supported, while IT secures devices and data. An MDM solution like Trio bridges this gap, automating tasks like device provisioning for HR’s new hires and enabling IT to enforce security policies remotely.

Imagine a 50-person SMB hiring a new sales rep. Without MDM, IT scrambles to manually configure their laptop, delaying productivity. Worse, when an employee leaves without proper offboarding, sensitive client data walks out the door. With Trio’s MDM, IT automates device setup in minutes, and HR ensures a welcoming onboarding experience, while offboarding wipes data remotely to prevent breaches.

MDM Considerations for Onboarding and Offboarding

Poor onboarding delays productivity and frustrates employees, increasing turnover by up to 50%. Ineffective offboarding risks data leaks, costing SMBs thousands in fines or lost IP.  Implementing an MDM solution greatly streamlines an organization’s onboarding and offboarding processes. When considering MDM for onboarding and offboarding, several key factors come into play. SMBs should:

  • Speed Up Onboarding: Trio’s MDM provisions devices and apps quickly, cutting setup time by 50% to boost employee productivity.
  • Secure Offboarding: Automated access revocation and data wipes protect against leaks, saving thousands in potential fines.
  • Overcome Challenges: Trio simplifies data transitions and multi-device management, ensuring smooth enrollment and removal across platforms.
  • Ensure Compliance: Trio’s device tracking creates audit-ready records, helping SMBs avoid costly penalties.

Trio’s MDM ensures fast, secure transitions, saving time, reducing risks, and boosting employee satisfaction. Check out Trio’s free demo today.

Pre-Onboarding and Pre-Offboarding

Pre-onboarding and pre-offboarding are crucial steps in employee lifecycle management that can be effectively managed with an MDM solution. In the pre-onboarding phase, MDM solutions enable IT administrators to prepare for a new employee’s arrival by ensuring that their devices are ready for use. Similarly, during pre-offboarding, IT admins prepare for an employee’s departure by initiating the necessary steps to secure company data and resources. Overall, the following steps are taken:

  1. Prepare Devices Early: Trio’s MDM lets IT pre-configure hardware, software, and security settings remotely for new hires.
  2. Automate Enrollment: For Apple devices, Trio enrolls devices automatically upon purchase from authorized resellers, saving time.
  3. Secure Departures: In pre-offboarding, Trio revokes access, backs up data, and prepares devices for retrieval, preventing breaches.
  4. Streamline HR-IT Workflow: Trio ensures a seamless experience for HR and new employees, reducing manual IT tasks.

Integrations with other platforms play a critical role in efficient employee management.

How MDM Drives Business Wins for Onboarding and Offboarding

Implementing best practices in onboarding and offboarding with an MDM solution helps create a positive employee experience and ensures a smooth transition throughout their journey in the organization.

  1. Fast-Track Productivity: Pre-configure devices with Trio’s MDM to get employees working on day one, reducing ramp-up time by up to 30%.
  2. Protect Your Data: Automate access revocation during offboarding to eliminate data breach risks, saving potential fines.
  3. Boost Retention: Provide seamless access to training and resources via Trio, increasing employee satisfaction and reducing turnover.
  4. Simplify Compliance: Ensure audit-ready records with Trio’s device tracking, avoiding costly penalties.

In the example of a 50-person SMB mentioned above, Trio’s automation means the sales rep starts closing deals faster, and the company avoids a data breach when an employee leaves.

MDM simplifies every step, saving SMBs time and securing data.

Effective Integrations for Employee Management

Technology plays a crucial role in facilitating efficient onboarding and offboarding processes, especially when coupled with an MDM solution. This allows organizations to automate and streamline the provisioning and de-provisioning of devices, applications, and user access. An effective integration would look like this:

  • Sync with HRIS: Trio integrates with HRIS to automate device provisioning when HR adds a new hire, saving IT hours.
  • Enhance Training: LMS integration via Trio provides seamless access to training materials, boosting onboarding success.
  • Align Talent Management: TMS integration ensures cohesive onboarding and offboarding, linking talent and device management.
  • Streamline Communication: Trio’s integrations foster HR-IT collaboration, ensuring smooth employee transitions.

Trio’s IT automation integrates with HRIS, LMS, and TMS, syncing employee data and automating device provisioning. For example, when HR adds a new hire in the HRIS, Trio automatically sets up their device, saving IT hours of manual work.

Offboarding and Knowledge Management

When employees leave an organization, they take with them valuable knowledge and expertise that can be difficult to replace. Here’s what an MDM can do to help offboarding and knowledge management:

  • Capture Expertise: Trio’s MDM facilitates documenting departing employees’ responsibilities and training records.
  • Protect IP: Remote data wipes ensure ex-employees don’t take proprietary information, safeguarding business assets.
  • Maintain Compliance: Trio archives performance data for legal records, reducing compliance risks.
  • Ensure Continuity: Knowledge transfer via Trio prevents disruptions in critical business processes and helps data loss prevention.

What Trio Adds to User Lifecycle Management

Trio is an MDM solution designed to revolutionize the way organizations manage their onboarding and offboarding processes. Its comprehensive range of features streamlines the process, making it easier for HR teams to add new employees manually or import data from third-party platforms.

Trio also enables IT admins to set policies for different devices, including both corporate-owned and BYOD devices. With Trio, organizations can ensure a smooth and efficient onboarding and offboarding process for all employees, reducing the risk of human error and increasing overall productivity. Employee onboarding and offboarding are critical processes for any organization, and Overall, Trio’s MDM automates the entire employee lifecycle. From importing HR data to assigning devices in one click, Trio reduces human error. Its remote wipe feature ensures no data leaves with ex-employees, while policy settings secure both corporate and BYOD devices. Consider Trio, an excellent MDM solution for all types and sizes of organizations. Try the free demo to explore its features.

Get Ahead of the Curve

Every organization today needs a solution to automate time-consuming tasks and strengthen security.
Without the right tools, manual processes drain resources and leave gaps in protection. Trio MDM is designed to solve this problem, automating key tasks, boosting security, and ensuring compliance with ease.

Don't let inefficiencies hold you back. Learn how Trio MDM can revolutionize your IT operations or request a free trial today!

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